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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
TCM
1276
Traynor Capital Management
Pennsylvania
$2.71M +$580K +2,241 +28%
ECM
1277
Exchange Capital Management
Michigan
$2.7M +$41.7K +161 +2%
FOFP
1278
Fee-Only Financial Planning
South Carolina
$2.7M +$33.4K +129 +1%
WJA
1279
Willis Johnson & Associates
Texas
$2.69M +$142K +549 +6%
LF
1280
Lee Financial
Texas
$2.69M +$249K +963 +11%
CIS
1281
Continental Investors Services
Washington
$2.68M -$107K -415 -4%
TW
1282
TritonPoint Wealth
Maryland
$2.68M -$2.07M -7,992 -44%
IWA
1283
Icon Wealth Advisors
Texas
$2.67M +$715K +2,762 +39%
REMPR
1284
Roof Eidam Maycock Peralta (REMP)
California
$2.67M
RWA
1285
Redhawk Wealth Advisors
Minnesota
$2.67M +$1.98M +7,637 +326%
GI
1286
Gradient Investments
Minnesota
$2.66M +$53.1K +205 +2%
SWM
1287
Selective Wealth Management
Virginia
$2.66M -$15K -58 -0.6%
ERIC
1288
Eagle Rock Investment Company
Georgia
$2.65M +$9.58K +37 +0.4%
VFA
1289
Voya Financial Advisors
Connecticut
$2.65M -$6.21K -24 -0.2%
AIA
1290
Arbor Investment Advisors
North Carolina
$2.65M
MCA
1291
Magnolia Capital Advisors
Mississippi
$2.63M +$2.55M +9,838 New
MC
1292
Moors & Cabot
Massachusetts
$2.63M +$166K +640 +7%
PWM
1293
PBMares Wealth Management
Virginia
$2.63M -$578K -2,233 -19%
PCMM
1294
Piedmont Capital Management (Montana)
Montana
$2.62M
NWMG
1295
National Wealth Management Group
Ohio
$2.62M -$220K -851 -8%
JBA
1296
Johnson Bixby & Associates
Washington
$2.62M +$10.9K +42 +0.4%
PB
1297
Pinnacle Bancorp
Nebraska
$2.61M +$42.7K +165 +2%
FF
1298
Francis Financial
$2.61M -$119K -460 -5%
BOSSRA
1299
B.O.S.S. Retirement Advisors
Utah
$2.61M +$2.52M +9,740 New
CP
1300
Creekside Partners
California
$2.6M +$2.52M +9,734 New

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.