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
FOA
1176
Five Oceans Advisors
California
$3.18M -$515K -2,081 -15%
WCA
1177
Waypoint Capital Advisors
Minnesota
$3.18M +$143K +580 +5%
LSIA
1178
LaSalle St. Investment Advisors
Illinois
$3.17M +$145K +586 +5%
JWM
1179
JFG Wealth Management
Colorado
$3.16M +$183K +739 +6%
SEIA
1180
Signature Estate & Investment Advisors
California
$3.15M +$167K +677 +6%
XF
1181
XML Financial
Maryland
$3.15M +$394K +1,594 +15%
CGH
1182
CMG Global Holdings
Texas
$3.15M -$6.18K -25 -0.2%
FPCP
1183
Fort Point Capital Partners
California
$3.14M -$26.2K -106 -0.9%
CFA
1184
CWS Financial Advisors
Michigan
$3.14M +$73.2K +296 +3%
CPP
1185
Capasso Planning Partners
South Carolina
$3.14M -$71.3K -288 -2%
PWM
1186
PBMares Wealth Management
Virginia
$3.13M -$5.2K -21 -0.2%
PPP
1187
Private Portfolio Partners
New Jersey
$3.13M -$55.2K -223 -2%
BMWM
1188
Brown Miller Wealth Management
Virginia
$3.12M -$161K -650 -5%
MIM
1189
Miller Investment Management
Pennsylvania
$3.12M +$495 +2 +0%
SCM
1190
SOL Capital Management
Maryland
$3.11M +$171K +692 +6%
EB
1191
Exchange Bank
California
$3.11M +$30.2K +122 +1%
APP
1192
Avantax Planning Partners
Iowa
$3.11M +$403K +1,628 +16%
BFA
1193
Bright Financial Advisors
Michigan
$3.09M +$3.05M +12,331 New
UCB
1194
United Community Bank
South Carolina
$3.08M +$1.33M +5,383 +77%
FHC
1195
Fort Henry Capital
West Virginia
$3.08M +$91.3K +369 +3%
MWM
1196
Merriman Wealth Management
Washington
$3.05M -$161K -649 -5%
MA
1197
MCF Advisors
Kentucky
$3.05M -$44.8K -181 -2%
DF
1198
Dunhill Financial
United Kingdom
$3.04M +$9.15K +37 +0.3%
MAS
1199
Madden Advisory Services
Florida
$3.01M -$9.15K -37 -0.3%
FCBT
1200
First Citizens Bank & Trust
North Carolina
$3.01M +$1.43M +5,762 +99%

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.