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Vanguard Morningstar Total Stock Market ETF
VTI

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: 583 → 601 (+18)

2% more funds holding

Funds holding: 2,680 → 2,734 (+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

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$996M
2
GAA
Global Assets Advisory
Florida
+$324M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$280M
4
RIM
Rakuten Investment Management
Japan
+$222M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$206M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.91B
2
Cerity Partners
Cerity Partners
New York
-$1.1B
3
MIS
Morningstar Investment Services
Illinois
-$788M
4
LPL Financial
LPL Financial
California
-$380M
5
Osaic Holdings
Osaic Holdings
Arizona
-$224M
Name Holding Trade Value Shares
Change 		Change in
Stake
OF
1201
Outfitter Financial
Maine
$3M +$52K +210 +2%
BWM
1202
BCS Wealth Management
Tennessee
$3M +$36.6K +148 +1%
DFA
1203
DHK Financial Advisors
New Hampshire
$3M -$420K -1,699 -13%
BFS
1204
Bare Financial Services
Pennsylvania
$2.97M -$140K -566 -5%
HGERS
1205
Householder Group Estate & Retirement Specialist
Arizona
$2.95M +$5.94K +24 +0.2%
BFC
1206
Bedel Financial Consulting
Indiana
$2.95M +$56.4K +228 +2%
SFP
1207
Strategic Financial Partners
Oregon
$2.93M +$24K +97 +0.9%
W
1208
WPWealth
Texas
$2.93M +$230K +930 +9%
CB
1209
Cadence Bank
Mississippi
$2.93M -$2.47K -10 -0.1%
PAS
1210
Professional Advisory Services
Florida
$2.93M – – –
SSB
1211
Sandy Spring Bank
Maryland
$2.91M -$26.5K -107 -0.9%
Neuberger Berman Group
1212
Neuberger Berman Group
New York
$2.9M -$151K -612 -5%
GIA
1213
Gladstone Institutional Advisory
Florida
$2.89M -$105K -425 -4%
FA
1214
FF Advisors
California
$2.88M -$4.95K -20 -0.2%
BBA
1215
BLB&B Advisors
Pennsylvania
$2.87M -$48.7K -197 -2%
MFS
1216
Madrona Financial Services
Washington
$2.85M +$70.5K +285 +3%
AWM
1217
Arista Wealth Management
Nevada
$2.85M +$1.62M +6,567 +150%
TWP
1218
Tyche Wealth Partners
Texas
$2.84M -$162K -653 -6%
MWM
1219
Mosley Wealth Management
California
$2.83M +$247K +999 +10%
MAG
1220
Mayfair Advisory Group
Alabama
$2.82M +$555K +2,242 +26%
RFG
1221
RFP Financial Group
Georgia
$2.81M +$4.95K +20 +0.2%
LWM
1222
Lodestone Wealth Management
Washington
$2.81M -$6.18K -25 -0.2%
BWA
1223
Beam Wealth Advisors
Louisiana
$2.81M -$484K -1,957 -15%
PPC
1224
Park Place Capital
Alabama
$2.81M – – –
FCA
1225
FLC Capital Advisors
California
$2.8M +$25.2K +102 +1%
47 48
49
50 51

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.