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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
TVM
1251
True Vision MN
Minnesota
$2.81M -$2.08M -8,049 -44%
JWM
1252
JFG Wealth Management
Colorado
$2.8M -$437K -1,688 -14%
WLIM
1253
White Lighthouse Investment Management
Massachusetts
$2.8M +$101K +392 +4%
CKAIS
1254
Christensen King & Associates Investment Services
Washington
$2.8M +$8.8K +34 +0.3%
JFA
1255
JNBA Financial Advisors
Minnesota
$2.8M -$6.47K -25 -0.2%
SAM
1256
Smartleaf Asset Management
Massachusetts
$2.8M +$244K +941 +10%
RB
1257
Renasant Bank
Mississippi
$2.77M -$1.51M -5,850 -36%
GC
1258
Guidance Capital
Kentucky
$2.77M +$574K +2,218 +28%
HWM
1259
Hohimer Wealth Management
Washington
$2.76M -$3.95M -15,270 -60%
MG
1260
Marex Group
$2.76M +$2.67M +10,318 New
ICM
1261
IMS Capital Management
Oregon
$2.75M +$863K +3,334 +50%
SWM
1262
Seed Wealth Management
Illinois
$2.75M -$25.9K -100 -1%
ACM
1263
Advisors Capital Management
New Jersey
$2.75M -$36.2K -140 -1%
AOWM
1264
Alpha Omega Wealth Management
Virginia
$2.75M -$95.2K -368 -3%
SNB
1265
Security National Bank
Nebraska
$2.74M
LWL
1266
Leo Wealth LLC
Texas
$2.74M +$98.6K +381 +4%
FFA
1267
First Foundation Advisors
California
$2.74M -$110K -424 -4%
SHFA
1268
SC&H Financial Advisors
Maryland
$2.74M +$72.2K +279 +3%
TSWM
1269
Tyler-Stone Wealth Management
Ohio
$2.73M +$328K +1,269 +14%
D
1270
Diversified
Delaware
$2.73M +$2.24M +8,665 +560%
HCP
1271
Hardin Capital Partners
South Carolina
$2.73M +$2.64M +10,193 New
BAM
1272
BOS Asset Management
Illinois
$2.72M -$132K -511 -5%
O3W
1273
Omni 360 Wealth
New Jersey
$2.72M -$2.85K -11 -0.1%
ACP
1274
Arcus Capital Partners
Georgia
$2.71M
BCP
1275
Berkeley Capital Partners
Georgia
$2.71M -$74K -286 -3%

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.