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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
SWM
1251
Seed Wealth Management
Illinois
$2.7M -$346K -1,400 -12%
BB
1252
Bell Bank
North Dakota
$2.69M -$155K -625 -6%
CIBC Asset Management
1253
CIBC Asset Management
Ontario, Canada
$2.68M -$742 -3 -0%
GFP
1254
Gryphon Financial Partners
Ohio
$2.67M -$31.7M -127,968 -93%
SNB
1255
Security National Bank
Nebraska
$2.67M +$266K +1,074 +12%
FF
1256
Francis Financial
$2.65M +$251K +1,014 +11%
NJIM
1257
Nabity-Jensen Investment Management
Nebraska
$2.65M -$17.8K -72 -0.7%
O3W
1258
Omni 360 Wealth
New Jersey
$2.64M +$45.8K +185 +2%
ACP
1259
Arcus Capital Partners
Georgia
$2.63M +$2.72K +11 +0.1%
PCMM
1260
Piedmont Capital Management (Montana)
Montana
$2.62M +$18.8K +76 +0.8%
WLIM
1261
White Lighthouse Investment Management
Massachusetts
$2.62M -$156K -632 -6%
REMPR
1262
Roof Eidam Maycock Peralta (REMP)
California
$2.6M
FOFP
1263
Fee-Only Financial Planning
South Carolina
$2.59M -$46.5K -188 -2%
SHFA
1264
SC&H Financial Advisors
Maryland
$2.59M +$6.93K +28 +0.3%
ECM
1265
Exchange Capital Management
Michigan
$2.59M -$94K -380 -4%
WRPWM
1266
Werba Rubin Papier Wealth Management
California
$2.58M -$581K -2,349 -19%
CWM
1267
Congress Wealth Management
Massachusetts
$2.58M -$3.6M -14,556 -59%
SPIS
1268
Steward Partners Investment Solutions
Oregon
$2.58M +$548K +2,216 +29%
WT
1269
Whittier Trust
California
$2.57M -$12.1K -49 -0.5%
AIA
1270
Arbor Investment Advisors
North Carolina
$2.57M -$54.4K -220 -2%
CFIA
1271
Cantor Fitzgerald Investment Advisors
New York
$2.57M -$79.7K -322 -3%
BFA
1272
Beaumont Financial Advisors
Massachusetts
$2.57M -$42.1K -170 -2%
ERIC
1273
Eagle Rock Investment Company
Georgia
$2.57M
JJBC
1274
James J. Burns & Company
New York
$2.57M -$1.34M -5,410 -35%
First Manhattan
1275
First Manhattan
New York
$2.57M -$58.1K -235 -2%

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.