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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
GSB
1376
Greenfield Savings Bank
Massachusetts
$2.17M +$2.07K +8 +0.1%
TWA
1377
Talisman Wealth Advisors
New Jersey
$2.17M
MA
1378
Montag & Associates
Georgia
$2.16M +$265K +1,024 +15%
HA
1379
HFG Advisors
Ohio
$2.16M -$58.5K -226 -3%
RVPG
1380
Relative Value Partners Group
$2.16M -$78.2M -302,261 -97%
LSPW
1381
Lake Street Private Wealth
Illinois
$2.16M +$72.7K +281 +4%
DA
1382
Dash Acquisitions
California
$2.16M +$4.66K +18 +0.2%
MFG
1383
Mosaic Financial Group
Illinois
$2.16M -$9.58K -37 -0.5%
AWA
1384
Aquire Wealth Advisors
Utah
$2.15M -$14K -54 -0.7%
PP
1385
Pacifica Partners
Canada
$2.14M -$22.5K -87 -1%
VWA
1386
Visionary Wealth Advisors
Illinois
$2.14M +$236K +913 +13%
CAI
1387
Capital Advisors Inc
Oklahoma
$2.14M -$116K -448 -5%
SW
1388
SkyOak Wealth
Michigan
$2.14M +$23.8K +92 +1%
MIM
1389
Moseley Investment Management
Florida
$2.14M +$278K +1,074 +16%
HWM
1390
Howard Wealth Management
Connecticut
$2.14M +$23K +89 +1%
SB
1391
Simmons Bank
Arkansas
$2.13M -$5.95K -23 -0.3%
CWA
1392
Canvas Wealth Advisors
Kansas
$2.13M -$138K -533 -6%
MCC
1393
Money Concepts Capital
Florida
$2.12M +$117K +453 +6%
TF
1394
Tompkins Financial
New York
$2.11M +$702K +2,712 +52%
SWM
1395
Sugarloaf Wealth Management
Georgia
$2.11M +$30.5K +118 +2%
IWS
1396
Integrity Wealth Solutions
Colorado
$2.11M +$22K +85 +1%
SC
1397
SouthState Corp
Florida
$2.11M -$302K -1,167 -13%
OA
1398
Oxbow Advisors
Texas
$2.1M -$1.81K -7 -0.1%
NCM
1399
Neumann Capital Management
California
$2.1M -$263K -1,015 -11%
AMG
1400
Advisors Management Group
Wisconsin
$2.09M +$2.59K +10 +0.1%

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.