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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
JSW
1476
Journey Strategic Wealth
New Jersey
$1.77M +$5.95K +23 +0.3%
GGS
1477
Galvin Gaustad & Stein
Arizona
$1.76M +$20.7K +80 +1%
JWS
1478
Juncture Wealth Strategies
Arizona
$1.75M -$101K -391 -6%
UCB
1479
United Community Bank
South Carolina
$1.75M -$1.5M -5,810 -47%
KOC
1480
Koss-Olinger Consulting
Florida
$1.75M +$1.69M +6,538 New
CFG
1481
Cooper Financial Group
California
$1.75M +$191K +739 +13%
SFI
1482
SPC Financial Inc
Maryland
$1.75M +$355K +1,370 +27%
PIM
1483
Penobscot Investment Management
Massachusetts
$1.74M -$38.8K -150 -2%
Sumitomo Mitsui Trust Group
1484
Sumitomo Mitsui Trust Group
Japan
$1.74M -$25.9K -100 -2%
APW
1485
Austin Private Wealth
Texas
$1.74M -$14K -54 -0.8%
BBHC
1486
Brown Brothers Harriman & Co
New York
$1.73M +$27.2K +105 +2%
SIC
1487
Salem Investment Counselors
North Carolina
$1.72M +$144K +556 +9%
NC
1488
Napatree Capital
Rhode Island
$1.72M -$10.4K -40 -0.6%
BFA
1489
Bragg Financial Advisors
North Carolina
$1.72M -$4.4K -17 -0.3%
SCM
1490
Steele Capital Management
Iowa
$1.71M
NIM
1491
Northeast Investment Management
Massachusetts
$1.71M -$103K -399 -6%
SGK
1492
Steigerwald Gordon & Koch
Virginia
$1.71M -$111K -429 -6%
MGW
1493
MB Generational Wealth
Washington
$1.7M +$685K +2,648 +71%
HCM
1494
Howard Capital Management
Georgia
$1.7M +$66K +255 +4%
SWM
1495
Silverlake Wealth Management
Vermont
$1.7M +$220K +849 +15%
BFG
1496
Baron Financial Group
New Jersey
$1.69M
BFIM
1497
Beese Fulmer Investment Management
Ohio
$1.69M
C
1498
Covestor
United Kingdom
$1.69M +$60K +232 +4%
BRG
1499
Bay Rivers Group
Virginia
$1.68M -$4.4K -17 -0.3%
RIS
1500
Retirement Income Solutions
Michigan
$1.68M

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.