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Vanguard Morningstar Total Stock Market ETF

2,777 hedge funds and large institutions have $126B invested in Vanguard Morningstar Total Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 1,135 increasing their positions, 990 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 90

67% more call options, than puts

Call options by funds: $171M | Put options by funds: $102M

15% more repeat investments, than reductions

Existing positions increased: 1,135 | Existing positions reduced: 990

2% more funds holding

Funds holding: 2,7352,777 (+42)

4% more capital invested

Capital invested by funds: $121B → $126B (+$4.76B)

0.19% more ownership

Funds ownership: 31.71%31.9% (+0.19%)

2% less funds holding in top 10

Funds holding in top 10: 601590 (-11)

Holders
2,777
Holders Change
+42
Holders Change %
+1.54%
% of All Funds
40.09%
Holding in Top 10
590
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-1.83%
% of All Funds
8.52%
New
165
Increased
1,135
Reduced
990
Closed
90
Calls
$171M
Puts
$102M
Net Calls
+$68.5M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1176
Bright Financial Advisors
Michigan
$3.3M
TCFP
1177
Treasure Coast Financial Planning
Florida
$3.3M -$10.1K -39 -0.3%
CT
1178
Caldwell Trust
Florida
$3.28M -$56.4K -218 -2%
CFA
1179
CWS Financial Advisors
Michigan
$3.28M +$40.1K +155 +1%
AP
1180
Adero Partners
California
$3.27M +$973K +3,760 +44%
CIAS
1181
CFS Investment Advisory Services
New Jersey
$3.26M +$3.16M +12,196 New
BTI
1182
Blue Trust Inc
Georgia
$3.25M
MWM
1183
Merriman Wealth Management
Washington
$3.24M +$89.3K +345 +3%
WIA
1184
World Investment Advisors
California
$3.24M +$2.32M +8,953 +284%
TL
1185
Tradewinds LLC
North Carolina
$3.24M +$3.13M +12,099 New
CGH
1186
CMG Global Holdings
Texas
$3.23M -$5.43K -21 -0.2%
MIM
1187
Miller Investment Management
Pennsylvania
$3.23M +$18.1K +70 +0.6%
FNA
1188
First National Advisers
Nebraska
$3.22M +$1.77M +6,827 +131%
TB
1189
Treynor Bancshares
Iowa
$3.19M -$763K -2,949 -20%
GIA
1190
Gladstone Institutional Advisory
Florida
$3.19M +$211K +815 +7%
EF
1191
Empowered Funds
Pennsylvania
$3.19M -$61.9M -239,197 -95%
FOA
1192
Five Oceans Advisors
California
$3.18M -$93.7K -362 -3%
AFA
1193
AllGen Financial Advisors
Florida
$3.17M +$3.07M +11,847 New
BMWM
1194
Brown Miller Wealth Management
Virginia
$3.17M -$47.4K -183 -2%
MWM
1195
Mosley Wealth Management
California
$3.16M +$238K +918 +8%
MA
1196
MCF Advisors
Kentucky
$3.14M
BFS
1197
Bare Financial Services
Pennsylvania
$3.14M -$115K -445 -4%
DF
1198
Dunhill Financial
United Kingdom
$3.13M
WCA
1199
Waypoint Capital Advisors
Minnesota
$3.12M -$144K -556 -5%
AT
1200
American Trust
Kentucky
$3.11M -$213K -822 -7%

VTI Hedge Fund Activity: Q2 2024 in Review

2,777 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q2 2024, worth a combined $126B — up 3.9% from $121B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new VTI positions and 90 closed out — a net gain of 75 holders — while 1,135 added to existing stakes and 990 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $2.65B. The largest seller was US Bancorp, cutting an estimated $1.24B.

  • 2,777 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q2 2024, up from 2,735 in Q1 2024.
  • Funds reported $126B of Vanguard Morningstar Total Stock Market ETF stock for Q2 2024, up 3.9% quarter-over-quarter.
  • 165 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q2 2024 and 90 closed out, a net change of +75 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $2.65B added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q2 2024 was US Bancorp, an estimated $1.24B sold.

Based on aggregated 13F filings for Q2 2024.