We are live on ! Find out more
VTI icon

Vanguard Morningstar Total Stock Market ETF

2,734 hedge funds and large institutions have $121B invested in Vanguard Morningstar Total Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,193 increasing their positions, 1,019 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 86

101% more call options, than puts

Call options by funds: $212M | Put options by funds: $106M

17% more repeat investments, than reductions

Existing positions increased: 1,193 | Existing positions reduced: 1,019

7% more capital invested

Capital invested by funds: $113B → $121B (+$7.63B)

3% more funds holding in top 10

Funds holding in top 10: 583601 (+18)

2% more funds holding

Funds holding: 2,6802,734 (+54)

1.71% less ownership

Funds ownership: 33.42%31.71% (-1.7%)

Holders
2,734
Holders Change
+54
Holders Change %
+2.01%
% of All Funds
39.38%
Holding in Top 10
601
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+3.09%
% of All Funds
8.66%
New
176
Increased
1,193
Reduced
1,019
Closed
86
Calls
$212M
Puts
$106M
Net Calls
+$107M
Net Calls Change
-$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1126
Crestwood Advisors Group
Massachusetts
$3.47M +$107K +434 +3%
RRCM
1127
Rappaport Reiches Capital Management
Illinois
$3.47M -$94.5K -382 -3%
CHC
1128
City Holding Co
West Virginia
$3.46M +$167K +673 +5%
SWA
1129
Strategies Wealth Advisors
Michigan
$3.46M +$408K +1,648 +14%
EFG
1130
Embree Financial Group
Illinois
$3.45M -$60.6K -245 -2%
MMPW
1131
Mitchell McLeod Pugh & Williams
Alabama
$3.45M +$75.5K +305 +2%
FG
1132
Fiduciary Group
Georgia
$3.45M -$55.9K -226 -2%
GCM
1133
Gallacher Capital Management
Colorado
$3.45M +$141K +569 +4%
PIA
1134
Pinion Investment Advisors
Kansas
$3.44M -$28.7K -116 -0.9%
SWM
1135
Shakespeare Wealth Management
Wisconsin
$3.43M +$6.68K +27 +0.2%
NF
1136
Nikulski Financial
Iowa
$3.42M +$77.9K +315 +2%
CWM
1137
CCG Wealth Management
California
$3.41M -$912K -3,687 -22%
ATPW
1138
Ashton Thomas Private Wealth
Arizona
$3.4M -$22K -89 -0.7%
JPG
1139
Jordan Park Group
California
$3.38M
ACP
1140
Aveo Capital Partners
Colorado
$3.37M -$233K -940 -7%
MWM
1141
Mattern Wealth Management
Kansas
$3.37M +$499K +2,018 +18%
TWD
1142
True Wealth Design
Ohio
$3.35M -$167K -677 -5%
CCFM
1143
Clear Creek Financial Management
Washington
$3.34M +$656K +2,653 +26%
BMC
1144
Bear Mountain Capital
Washington
$3.33M
EMAM
1145
Encompass More Asset Management
California
$3.33M +$3.17M +12,812 New
SB
1146
Strategic Blueprint
Georgia
$3.33M -$196K -793 -6%
ORC
1147
O'Rourke & Company
Massachusetts
$3.33M +$214K +866 +7%
CFG
1148
Citizens Financial Group
Rhode Island
$3.32M -$296K -1,196 -9%
TLCM
1149
Twin Lakes Capital Management
California
$3.32M -$128K -516 -4%
SIA
1150
Soltis Investment Advisors
Utah
$3.31M -$139K -563 -4%

VTI Hedge Fund Activity: Q1 2024 in Review

2,734 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q1 2024, worth a combined $121B — up 6.7% from $113B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new VTI positions and 86 closed out — a net gain of 90 holders — while 1,193 added to existing stakes and 1,019 trimmed.

The largest buyer was Vanguard Group, adding an estimated $996M. The largest seller was Morgan Stanley, cutting an estimated $2.91B.

  • 2,734 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q1 2024, up from 2,680 in Q4 2023.
  • Funds reported $121B of Vanguard Morningstar Total Stock Market ETF stock for Q1 2024, up 6.7% quarter-over-quarter.
  • 176 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q1 2024 and 86 closed out, a net change of +90 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q1 2024 was Vanguard Group, an estimated $996M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.91B sold.

Based on aggregated 13F filings for Q1 2024.