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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
IIA
1301
Integral Investment Advisors
California
$2.44M +$2.32M +9,383 New
FG
1302
Fairman Group
Pennsylvania
$2.43M +$53.2K +215 +2%
SS
1303
Sound Stewardship
Kansas
$2.42M -$64.6K -261 -3%
JFG
1304
Jefferies Financial Group
New York
$2.42M +$1.91M +7,704 +485%
HFS
1305
Heritage Financial Services
Massachusetts
$2.41M -$45.3K -183 -2%
AC
1306
Abbrea Capital
California
$2.41M +$80.4K +325 +4%
MBI
1307
May Barnhard Investments
Maryland
$2.39M -$3.71K -15 -0.2%
MC
1308
Moors & Cabot
Massachusetts
$2.39M +$184K +745 +9%
CS
1309
Credit Suisse
Switzerland
$2.38M -$88.6K -358 -4%
GS
1310
GTS Securities
New York
$2.38M -$210K -849 -8%
BW
1311
Bison Wealth
Georgia
$2.38M -$52.9K -214 -2%
WWP
1312
Waypoint Wealth Partners
California
$2.37M -$588K -2,378 -21%
AHC
1313
Anderson Hoagland & Co
Missouri
$2.36M -$58.1K -235 -2%
EWP
1314
Elevation Wealth Partners
California
$2.36M +$193K +782 +9%
LF
1315
Lee Financial
Texas
$2.35M +$770K +3,114 +52%
KC
1316
Kingfisher Capital
North Carolina
$2.35M +$5.94K +24 +0.3%
SC
1317
SouthState Corp
Florida
$2.35M -$31.2K -126 -1%
MSG
1318
Main Street Group
Virginia
$2.34M +$265K +1,072 +13%
EFMC
1319
Empire Financial Management Company
New York
$2.34M +$24.5K +99 +1%
IAS
1320
Investment Advisory Services
Texas
$2.34M -$11.4K -46 -0.5%
EIA
1321
Eldridge Investment Advisors
New Hampshire
$2.34M -$211K -851 -9%
HBT
1322
Hills Bank & Trust
Iowa
$2.33M -$9.4K -38 -0.4%
TSWM
1323
Tyler-Stone Wealth Management
Ohio
$2.33M +$123K +499 +6%
FWM
1324
Fortress Wealth Management
California
$2.32M -$4.21K -17 -0.2%
SL
1325
SFM LLC
New Hampshire
$2.32M -$86.1K -348 -4%

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.