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Vanguard Morningstar Total Stock Market ETF

2,776 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: 2,7342,776 (+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
2,776
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
Two Sigma Investments
101
Two Sigma Investments
New York
$152M +$10.6M +41,119 +8%
GT
102
Glenmede Trust
Pennsylvania
$150M +$848K +3,276 +0.6%
PP
103
PrairieView Partners
Minnesota
$149M -$745K -2,879 -0.5%
BCI
104
Brinker Capital Investments
Pennsylvania
$149M -$8.07M -31,163 -5%
OPS
105
Orion Portfolio Solutions
Nebraska
$149M -$8.07M -31,163 -5%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$145M +$9.08M +35,069 +7%
AG
107
AlTi Global
New York
$142M +$1.37M +5,288 +1%
TA
108
TruWealth Advisors
Louisiana
$141M +$2.05M +7,919 +2%
SWM
109
Sendero Wealth Management
Texas
$139M -$2.14M -8,261 -2%
CTC
110
Chai Trust Company
Illinois
$138M +$3.16M +12,223 +2%
DADC
111
D.A. Davidson & Co
Montana
$136M +$966K +3,731 +0.7%
CPCM
112
Cardinal Point Capital Management
Ontario, Canada
$133M +$4.76M +18,379 +4%
LI
113
LHM Inc
Utah
$132M +$32.4M +125,360 +34%
AP
114
Agilis Partners
Massachusetts
$131M -$713K -2,754 -0.6%
UOMF
115
University of Massachusetts Foundation
Massachusetts
$130M -$5.04M -19,459 -4%
BIAS
116
Beacon Investment Advisory Services
New Jersey
$130M +$387K +1,497 +0.3%
FNBTCON
117
First National Bank & Trust Co of Newtown
Pennsylvania
$130M -$1.27M -4,917 -1%
Kovitz Investment Group Partners
118
Kovitz Investment Group Partners
Illinois
$129M +$71.4M +276,030 +135%
ZF
119
Zhang Financial
Michigan
$129M -$2.1M -8,114 -2%
RIM
120
RW Investment Management
Idaho
$128M +$3.95M +15,252 +3%
CIA
121
Compass Ion Advisors
Pennsylvania
$127M +$1.79M +6,929 +1%
OH
122
Oikos Holdings
New York
$126M +$22.5M +87,100 +23%
TCM
123
Towneley Capital Management
California
$125M +$33.5M +129,605 +38%
NEWAS
124
N.E.W. Advisory Services
Wisconsin
$125M +$11.3M +43,618 +10%
CPA
125
Cardiff Park Advisors
California
$125M +$1.28M +4,939 +1%

VTI Hedge Fund Activity: Q2 2024 in Review

2,776 of the 6,925 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.

  • 2,776 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q2 2024, up from 2,734 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.