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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
BDF
1151
Black Diamond Financial
Maryland
$3.31M
QWM
1152
Quadcap Wealth Management
Texas
$3.31M -$80.2K -324 -2%
BIM
1153
Barton Investment Management
Pennsylvania
$3.3M -$46.5K -188 -1%
HIGP
1154
Hill Investment Group Partners
Missouri
$3.29M -$3.96K -16 -0.1%
IGWM
1155
ICA Group Wealth Management
Colorado
$3.29M -$479K -1,937 -13%
LAM
1156
Lakewood Asset Management
Illinois
$3.29M -$17.8K -72 -0.6%
ONB
1157
Old National Bancorp
Indiana
$3.29M -$112K -451 -3%
BFO
1158
Biltmore Family Office
North Carolina
$3.28M
LWA
1159
Lantern Wealth Advisors
New York
$3.28M +$104K +422 +3%
BTI
1160
Blue Trust Inc
Georgia
$3.25M -$31.2K -126 -1%
MRI
1161
Mad River Investors
Massachusetts
$3.24M
BEC
1162
Blue Edge Capital
Virginia
$3.24M +$1.98K +8 +0.1%
CT
1163
Caldwell Trust
Florida
$3.24M +$194K +785 +7%
AT
1164
American Trust
Kentucky
$3.23M -$612K -2,473 -17%
KWA
1165
Kingswood Wealth Advisors
California
$3.22M -$634K -2,563 -17%
FNBOMD
1166
First National Bank of Mount Dora
Florida
$3.22M +$22.5K +91 +0.7%
TC
1167
Tacita Capital
Ontario, Canada
$3.22M +$93.5K +378 +3%
BRM
1168
Boston Research & Management
Massachusetts
$3.22M
TCFP
1169
Treasure Coast Financial Planning
Florida
$3.21M +$60.6K +245 +2%
KP
1170
Keel Point
Alabama
$3.21M -$18.6K -75 -0.6%
SRC
1171
Shufro Rose & Co
New York
$3.21M +$772K +3,120 +34%
FB
1172
Fulton Bank
Pennsylvania
$3.21M +$66.6K +269 +2%
AIM
1173
Anchor Investment Management
South Carolina
$3.2M -$40.8K -165 -1%
BWP
1174
BSW Wealth Partners
Colorado
$3.19M +$352K +1,424 +13%
YIA
1175
YHB Investment Advisors
Connecticut
$3.19M +$73.7K +298 +2%

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.