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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
LWL
1276
Leo Wealth LLC
Texas
$2.57M +$22.8K +92 +0.9%
VFA
1277
Voya Financial Advisors
Connecticut
$2.56M +$228K +920 +10%
GI
1278
Gradient Investments
Minnesota
$2.53M +$1.82M +7,337 +304%
PSA
1279
Plum Street Advisors
Louisiana
$2.53M +$970K +3,921 +78%
JBA
1280
Johnson Bixby & Associates
Washington
$2.53M +$86.8K +351 +4%
CC
1281
Chicago Capital
Illinois
$2.52M +$2.4M +9,714 New
OCPWS
1282
One Charles Private Wealth Services
Massachusetts
$2.52M
CSIC
1283
Clifford Swan Investment Counsel
California
$2.52M +$21.8K +88 +0.9%
KSWA
1284
Kathleen S. Wright Associates
Pennsylvania
$2.51M +$232K +939 +11%
SWM
1285
Selective Wealth Management
Virginia
$2.5M +$119K +482 +5%
WWM
1286
Waterway Wealth Management
Texas
$2.5M -$54M -218,172 -96%
PB
1287
Pinnacle Bancorp
Nebraska
$2.5M +$42.8K +173 +2%
SIMG
1288
Sonora Investment Management Group
Arizona
$2.5M +$1.76M +7,122 +287%
AIC
1289
Archer Investment Corporation
Indiana
$2.49M +$154K +623 +7%
CWM
1290
Collaborative Wealth Management
Florida
$2.49M -$90.3K -365 -4%
S
1291
Sunpointe
Missouri
$2.48M +$373K +1,509 +19%
WJA
1292
Willis Johnson & Associates
Texas
$2.47M -$682K -2,756 -22%
RMA
1293
Roffman Miller Associates
Pennsylvania
$2.47M +$489K +1,975 +26%
TW
1294
TritonPoint Wealth
Maryland
$2.46M -$98.7K -399 -2%
FI
1295
Financial Insights
Washington
$2.45M -$17.8K -72 -0.8%
SAM
1296
Smartleaf Asset Management
Massachusetts
$2.45M +$93.8K +379 +4%
TWM
1297
TriaGen Wealth Management
California
$2.44M +$2.47K +10 +0.1%
CC
1298
Courier Capital
New York
$2.44M -$26.5K -107 -1%
STB
1299
S&T Bank
Pennsylvania
$2.44M
BAG
1300
Bridgewealth Advisory Group
California
$2.44M +$25.7K +104 +1%

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.