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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
SEEDPG
1401
S.E.E.D. Planning Group
New York
$2.08M
MWAM
1402
Manhattan West Asset Management
California
$2.08M -$28.2K -109 -1%
WWM
1403
Wiser Wealth Management
Georgia
$2.07M +$608K +2,349 +44%
SIM
1404
Stratos Investment Management
Ohio
$2.07M -$92.9K -359 -4%
AWM
1405
Austin Wealth Management
Texas
$2.07M -$7.25K -28 -0.4%
WTFG
1406
Wells Trecaso Financial Group
Ohio
$2.06M +$341K +1,319 +21%
RMA
1407
Roffman Miller Associates
Pennsylvania
$2.05M -$471K -1,819 -19%
CCWM
1408
Cassaday & Co Wealth Management
Virginia
$2.04M +$917K +3,543 +87%
OIM
1409
Orca Investment Management
Oregon
$2.04M +$14.2K +55 +0.7%
WPW
1410
Watershed Private Wealth
Illinois
$2.04M -$82K -317 -4%
MCM
1411
Monument Capital Management
Virginia
$2.03M
PCA
1412
Pallas Capital Advisors
Massachusetts
$2.03M -$256K -988 -12%
FA
1413
FSA Advisors
Michigan
$2.03M -$48.1K -186 -2%
SWG
1414
Summit Wealth Group
Vermont
$2.02M +$1.96M +7,571 New
GWA
1415
Geometric Wealth Advisors
District of Columbia
$2.02M +$517K +1,997 +36%
GJIA
1416
Glass Jacobson Investment Advisors
Maryland
$2.02M +$93.2K +360 +5%
ECM
1417
EagleClaw Capital Management
Massachusetts
$2.01M
NRC
1418
New Republic Capital
North Carolina
$2.01M
KAM
1419
KEB Asset Management
Illinois
$2.01M
LA
1420
Latitude Advisors
Florida
$2.01M -$44.3K -171 -2%
OP
1421
ORG Partners
Indiana
$2.01M +$1.94M +7,485 New
FWM
1422
Fonville Wealth Management
Virginia
$2M +$87K +336 +5%
CWA
1423
Clarus Wealth Advisors
Arizona
$1.98M +$141K +543 +8%
AT
1424
Avalon Trust
New Mexico
$1.98M -$77.6K -300 -4%
PWM
1425
Paulson Wealth Management
Illinois
$1.97M -$84.6K -327 -4%

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.