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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
WCF
1226
West Coast Financial
California
$2.8M -$16.8K -68 -0.6%
CA
1227
Crewe Advisors
Utah
$2.8M +$13.9K +56 +0.5%
WAS
1228
Winch Advisory Services
Wisconsin
$2.8M +$120K +484 +5%
MAM
1229
Mainsail Asset Management
Alabama
$2.8M +$4.95K +20 +0.2%
SDWMA
1230
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.79M +$101K +409 +4%
RDWM
1231
Red Door Wealth Management
Tennessee
$2.79M +$35.6K +144 +1%
QFA
1232
Quantum Financial Advisors
California
$2.78M -$4.45K -18 -0.2%
BAM
1233
BOS Asset Management
Illinois
$2.77M -$48.2K -195 -2%
FFA
1234
First Foundation Advisors
California
$2.77M -$12.4K -50 -0.5%
NWMG
1235
National Wealth Management Group
Ohio
$2.77M -$30.9K -125 -1%
HFS
1236
Howard Financial Services
Texas
$2.77M +$368K +1,489 +16%
WP
1237
Westmount Partners
California
$2.76M +$557K +2,250 +27%
AOWM
1238
Alpha Omega Wealth Management
Virginia
$2.76M -$64.3K -260 -2%
1WA
1239
180 Wealth Advisors
Washington
$2.76M +$163K +659 +7%
ACI
1240
Alpha Cubed Investments
California
$2.74M -$5.76M -23,299 -69%
DCM
1241
Davis Capital Management
Florida
$2.74M -$7.42K -30 -0.3%
TF
1242
Tenon Financial
New Jersey
$2.74M +$2.6M +10,528 New
AWA
1243
Acorn Wealth Advisors
Michigan
$2.73M +$89.1K +360 +4%
JFA
1244
JNBA Financial Advisors
Minnesota
$2.73M -$38.8K -157 -1%
EP
1245
Edgestream Partners
New Jersey
$2.71M +$445K +1,799 +21%
CKAIS
1246
Christensen King & Associates Investment Services
Washington
$2.71M -$8.16K -33 -0.3%
FFA
1247
Farther Finance Advisors
California
$2.71M -$261K -1,053 -9%
CIS
1248
Continental Investors Services
Washington
$2.71M -$301K -1,216 -10%
ACM
1249
Advisors Capital Management
New Jersey
$2.71M -$240K -971 -9%
BCP
1250
Berkeley Capital Partners
Georgia
$2.71M +$77.4K +313 +3%

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.