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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
FA
1351
FF Advisors
California
$2.32M -$626K -2,419 -22%
CFA
1352
Cahill Financial Advisors
Minnesota
$2.32M +$16.3K +63 +0.7%
TWP
1353
Tempus Wealth Planning
California
$2.32M -$66.5K -257 -3%
SCP
1354
Sivia Capital Partners
California
$2.31M
CW
1355
Cook Wealth
North Carolina
$2.3M +$78.9K +305 +4%
CIA
1356
Cascade Investment Advisors
Oregon
$2.3M +$54.6K +211 +3%
SRA
1357
Secured Retirement Advisors
Minnesota
$2.28M +$39.3K +152 +2%
LL
1358
LPWM LLC
Minnesota
$2.28M +$155K +599 +8%
WWM
1359
Waterway Wealth Management
Texas
$2.28M -$286K -1,105 -11%
EFMC
1360
Empire Financial Management Company
New York
$2.28M -$129K -498 -6%
AIS
1361
American Investment Services
Massachusetts
$2.28M -$15.8K -61 -0.7%
PIAS
1362
PCA Investment Advisory Services
Ohio
$2.27M +$2.59K +10 +0.1%
MSA
1363
Marino Stram & Associates
Massachusetts
$2.27M +$139K +538 +7%
WRPWM
1364
Werba Rubin Papier Wealth Management
California
$2.27M -$380K -1,467 -15%
ICMP
1365
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.26M -$28.5K -110 -1%
SF
1366
SWP Financial
California
$2.26M -$3.17M -12,243 -59%
IAG
1367
Investment Advisory Group
Massachusetts
$2.25M +$79.5K +307 +4%
SFS
1368
Strategic Financial Services
New York
$2.24M +$119K +458 +6%
NFG
1369
Northeast Financial Group
Pennsylvania
$2.22M +$641K +2,476 +42%
HNWAG
1370
High Net Worth Advisory Group
Florida
$2.22M +$244K +942 +13%
CAC
1371
Certified Advisory Corp
Florida
$2.22M +$39.9K +154 +2%
HGA
1372
Hobbs Group Advisors
South Carolina
$2.21M +$2.14M +8,255 New
SFC
1373
Sprinkle Financial Consultants
Colorado
$2.2M -$7.76K -30 -0.4%
MA
1374
Marquette Associates
Illinois
$2.19M -$1.16M -4,468 -30%
JGIA
1375
Jackson Grant Investment Advisers
Connecticut
$2.17M +$43.5K +168 +2%

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.