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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
HFS
1301
Heritage Financial Services
Massachusetts
$2.59M +$104K +401 +4%
RFM
1302
Royal Fund Management
Florida
$2.59M -$14.2M -54,759 -85%
HAS
1303
HBW Advisory Services
California
$2.58M +$1.1M +4,262 +79%
OCPWS
1304
One Charles Private Wealth Services
Massachusetts
$2.58M -$11.1K -43 -0.4%
FSG
1305
Financial Strategies Group
Michigan
$2.58M +$248K +960 +11%
BAG
1306
Bridgewealth Advisory Group
California
$2.57M +$57.5K +222 +2%
FMII
1307
Farmers & Merchants Investments Inc
Nebraska
$2.56M +$1.04M +4,024 +72%
AIC
1308
Archer Investment Corporation
Indiana
$2.55M -$21.2K -82 -0.9%
BFA
1309
Beaumont Financial Advisors
Massachusetts
$2.53M -$112K -433 -4%
First Manhattan
1310
First Manhattan
New York
$2.53M -$104K -403 -4%
CWM
1311
Collaborative Wealth Management
Florida
$2.52M -$37.8K -146 -2%
TWM
1312
TriaGen Wealth Management
California
$2.52M +$6.47K +25 +0.3%
HFS
1313
HBC Financial Services
Washington
$2.52M
STB
1314
S&T Bank
Pennsylvania
$2.51M
MA
1315
MONECO Advisors
Connecticut
$2.51M +$336K +1,298 +16%
FG
1316
Fairman Group
Pennsylvania
$2.51M +$776 +3 +0%
AHC
1317
Anderson Hoagland & Co
Missouri
$2.51M -$12.9K -50 -0.5%
HBT
1318
Hills Bank & Trust
Iowa
$2.5M +$94.5K +365 +4%
CSIC
1319
Clifford Swan Investment Counsel
California
$2.5M -$90.6K -350 -4%
SIMG
1320
Sonora Investment Management Group
Arizona
$2.5M
TCWM
1321
Total Clarity Wealth Management
Illinois
$2.48M +$141K +543 +6%
FWM
1322
Fortress Wealth Management
California
$2.48M +$87K +336 +4%
WWP
1323
Waypoint Wealth Partners
California
$2.48M +$37K +143 +2%
SS
1324
Sound Stewardship
Kansas
$2.47M -$21.2K -82 -0.9%
AC
1325
Abbrea Capital
California
$2.46M -$26.9K -104 -1%

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.