We are live on ! Find out more
VTI icon

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
TWP
1226
Tyche Wealth Partners
Texas
$2.93M +$5.43K +21 +0.2%
CA
1227
Crewe Advisors
Utah
$2.92M +$42.4K +164 +2%
KJWM
1228
Kiley Juergens Wealth Management
Washington
$2.9M +$2.81M +10,851 New
APP
1229
Avantax Planning Partners
Iowa
$2.9M -$290K -1,122 -9%
RFG
1230
RFP Financial Group
Georgia
$2.9M -$1.03K -4 -0%
CFB
1231
Cullen/Frost Bankers
Texas
$2.89M +$1.64M +6,322 +141%
PPC
1232
Park Place Capital
Alabama
$2.89M
BBA
1233
BLB&B Advisors
Pennsylvania
$2.89M -$68.3K -264 -2%
NPFS
1234
Novak & Powell Financial Services
Florida
$2.89M -$32.1K -124 -1%
QC
1235
Quadrature Capital
United Kingdom
$2.88M +$2.28M +8,825 +452%
LWM
1236
Lodestone Wealth Management
Washington
$2.88M -$9.84K -38 -0.4%
MAM
1237
Mainsail Asset Management
Alabama
$2.87M -$2.59K -10 -0.1%
1WA
1238
180 Wealth Advisors
Washington
$2.87M -$29.8K -115 -1%
ATS
1239
Ashton Thomas Securities
New York
$2.87M +$2.73M +10,549 New
BWA
1240
Beam Wealth Advisors
Louisiana
$2.87M -$18.9K -73 -0.7%
ACI
1241
Alpha Cubed Investments
California
$2.87M +$45.8K +177 +2%
SCM
1242
SOL Capital Management
Maryland
$2.86M -$330K -1,274 -11%
QFA
1243
Quantum Financial Advisors
California
$2.86M -$1.29K -5 -0%
FCA
1244
FLC Capital Advisors
California
$2.86M -$25.9K -100 -0.9%
FBB
1245
Fulton Breakefield Broenniman
Maryland
$2.86M +$601K +2,323 +28%
HFS
1246
Howard Financial Services
Texas
$2.85M
SDWMA
1247
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.84M -$30.3K -117 -1%
WCF
1248
West Coast Financial
California
$2.84M -$39.6K -153 -1%
AWA
1249
Acorn Wealth Advisors
Michigan
$2.84M +$21.5K +83 +0.8%
HGERS
1250
Householder Group Estate & Retirement Specialist
Arizona
$2.83M -$199K -767 -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.