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Vanguard Morningstar Total Stock Market ETF

2,776 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: 2,7342,776 (+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
2,776
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
LC
126
Lindbrook Capital
California
$124M +$2.48M +9,598 +2%
RMC
127
Regis Management Company
California
$123M -$723K -2,793 -0.6%
AA
128
ALPS Advisors
Colorado
$122M -$38.8K -150 -0%
PL
129
Plancorp LLC
Missouri
$122M +$2.98M +11,513 +3%
BWL
130
Beacon Wealthcare LLC
North Carolina
$121M +$1.73M +6,693 +1%
RCF
131
Rainwater Charitable Foundation
Texas
$120M +$12.9M +49,991 +13%
IAA
132
Independent Advisor Alliance
North Carolina
$118M -$1.14M -4,398 -1%
MML Investors Services
133
MML Investors Services
Massachusetts
$115M +$2.89M +11,158 +3%
VAS
134
Vestmark Advisory Solutions
Massachusetts
$115M +$16.7M +64,487 +18%
OPWM
135
Oakwell Private Wealth Management
Texas
$114M +$5.97M +23,078 +6%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$113M +$111K +427 +0.1%
DPI
137
Diversified Portfolios Inc
Michigan
$112M +$21K +81 +0%
LPT
138
Legacy Private Trust
Wisconsin
$112M -$644K -2,487 -0.6%
TLIC
139
Taiyo Life Insurance Company
Japan
$110M
AAG
140
Avalon Advisory Group
Pennsylvania
$107M -$4.06M -15,690 -4%
WP
141
WMS Partners
Maryland
$107M -$1.17M -4,517 -1%
EA
142
Efficient Advisors
Ohio
$106M +$128K +494 +0.1%
JIC
143
Joel Isaacson & Co
New York
$105M +$4.67M +18,047 +5%
RBC
144
Roble Belko & Company
Pennsylvania
$103M -$1.15M -4,451 -1%
AQR Capital Management
145
AQR Capital Management
Connecticut
$102M +$7.88M +30,429 +9%
C
146
Cliffwater
California
$102M -$3.03M -11,722 -3%
RWP
147
Revolve Wealth Partners
New Jersey
$100M +$2.65M +10,224 +3%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$98.9M +$10.9M +42,047 +13%
ASW
149
Astoria Strategic Wealth
Texas
$98.6M +$932K +3,600 +1%
MCM
150
MAI Capital Management
Ohio
$98.4M +$452K +1,745 +0.5%

VTI Hedge Fund Activity: Q2 2024 in Review

2,776 of the 6,925 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.

  • 2,776 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q2 2024, up from 2,734 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.