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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
EHC
1526
Everett Harris & Co
California
$1.62M
AFG
1527
Allegheny Financial Group
Pennsylvania
$1.62M +$1.24M +4,803 +383%
OWA
1528
Octavia Wealth Advisors
Ohio
$1.6M +$56.9K +220 +4%
PAG
1529
Paladin Advisory Group
Iowa
$1.6M -$776 -3 -0.1%
CB
1530
CNB Bank
Pennsylvania
$1.6M -$194K -750 -11%
CWP
1531
Concord Wealth Partners
Virginia
$1.6M -$18.9K -73 -1%
SC
1532
Sepio Capital
Utah
$1.6M +$35.5K +137 +2%
SKK
1533
Shepherd Kaplan Krochuk
Massachusetts
$1.6M +$46.1K +178 +3%
HIM
1534
Hanlon Investment Management
New Jersey
$1.59M +$39.3K +152 +3%
BB
1535
Busey Bank
Illinois
$1.59M -$96.5K -373 -6%
SFS
1536
Security Financial Services
Indiana
$1.59M -$82.6K -319 -5%
AWP
1537
Accretive Wealth Partners
New Jersey
$1.59M
CWAG
1538
Compton Wealth Advisory Group
Virginia
$1.58M +$69.4K +268 +5%
SSWM
1539
Sheets Smith Wealth Management
North Carolina
$1.58M +$169K +653 +12%
DWM
1540
Destination Wealth Management
California
$1.57M -$232K -896 -13%
SAM
1541
SP Asset Management
California
$1.57M +$350K +1,352 +30%
BWA
1542
BlueSky Wealth Advisors
North Carolina
$1.57M +$1.52M +5,871 New
GC
1543
Grimes & Company
Massachusetts
$1.57M +$361K +1,395 +31%
HWA
1544
Heritage Wealth Advisors
Virginia
$1.57M +$16.3K +63 +1%
FWP
1545
Falcon Wealth Planning
California
$1.56M +$5.43K +21 +0.4%
BP
1546
BCK Partners
New York
$1.56M -$176K -679 -10%
CPIA
1547
Cornell Pochily Investment Advisors
New York
$1.55M -$3.11K -12 -0.2%
Jane Street
1548
Jane Street
New York
$1.55M -$21.4M -82,648 -93%
HI
1549
Harper Investing
California
$1.55M +$883K +3,410 +144%
VFPW
1550
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.54M -$201K -778 -12%

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.