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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
IPW
1501
IronBridge Private Wealth
Texas
$1.68M
CSC
1502
Caldwell Sutter Capital
California
$1.68M
LI
1503
LRI Investments
Florida
$1.68M
BSA
1504
Bull Street Advisors
Georgia
$1.67M +$14.2K +55 +0.9%
MFWP
1505
Mosaic Family Wealth Partners
Missouri
$1.67M +$232K +897 +17%
NIC
1506
Northwest Investment Counselors
Oregon
$1.66M
BST
1507
Bath Savings Trust
Maine
$1.66M +$15.3K +59 +1%
PEA
1508
Park Edge Advisors
Ohio
$1.65M
AG
1509
Ascent Group
Virginia
$1.65M -$70.1K -271 -4%
GAA
1510
Global Assets Advisory
Florida
$1.65M -$337M -1,302,395 -100%
EWM
1511
Echo Wealth Management
Minnesota
$1.65M +$518 +2 +0%
AIM
1512
AHL Investment Management
Florida
$1.65M
SAM
1513
Sequent Asset Management
Texas
$1.65M +$588K +2,273 +59%
AWE
1514
Avidian Wealth Enterprises
Texas
$1.64M +$609K +2,352 +62%
PPW
1515
Presilium Private Wealth
Pennsylvania
$1.64M -$9.32K -36 -0.6%
TWM
1516
Tradition Wealth Management
Minnesota
$1.64M +$875K +3,381 +122%
KFP
1517
KMG Fiduciary Partners
Ohio
$1.64M -$118K -457 -7%
FSA
1518
Fort Sheridan Advisors
Illinois
$1.64M +$967K +3,735 +157%
FFA
1519
Fragasso Financial Advisors
Pennsylvania
$1.63M +$137K +531 +10%
AWM
1520
Accurate Wealth Management
Florida
$1.63M -$600K -2,318 -28%
ACA
1521
Aspire Capital Advisors
Washington
$1.63M -$131K -505 -8%
PRA
1522
Pine Ridge Advisers
New York
$1.63M +$406K +1,570 +35%
MCWS
1523
McKinley Carter Wealth Services
West Virginia
$1.63M -$158K -610 -9%
PFBT
1524
Parkside Financial Bank & Trust
Missouri
$1.63M -$104K -401 -6%
TFF
1525
The Family Firm
Maryland
$1.62M

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.