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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
KWMG
1576
King Wealth Management Group
Florida
$1.44M
CD
1577
Chapin Davis
Maryland
$1.44M +$203K +784 +17%
AWM
1578
Aries Wealth Management
Maine
$1.44M +$101K +392 +8%
AIM
1579
Acropolis Investment Management
Missouri
$1.43M +$184K +711 +15%
ONST
1580
Old North State Trust
North Carolina
$1.43M
OCFG
1581
O'Connor Financial Group
Illinois
$1.43M -$177K -685 -11%
NQWM
1582
Northwest Quadrant Wealth Management
Oregon
$1.43M -$77.6K -300 -5%
RCS
1583
Retirement Capital Strategies
California
$1.42M -$253K -978 -16%
MJRIC
1584
Mogy Joel R Investment Counsel
California
$1.42M -$98.4K -380 -7%
FC
1585
FCA Corp
Texas
$1.42M
VNA
1586
Valley National Advisers
Pennsylvania
$1.42M
HHRDM
1587
H&H Retirement Design & Management
Nevada
$1.42M
FCAS
1588
First Command Advisory Services
Texas
$1.41M -$108K -419 -7%
GA
1589
Greytown Advisors
Florida
$1.41M
NRWA
1590
North Ridge Wealth Advisors
Oregon
$1.41M -$20.2K -78 -1%
GAM
1591
Gemmer Asset Management
California
$1.4M +$214K +828 +19%
WW
1592
Westshore Wealth
California
$1.4M
VBFP
1593
Valtinson Bruner Financial Planning
Minnesota
$1.4M +$11.6K +45 +0.9%
DWM
1594
Diversify Wealth Management
Utah
$1.4M +$1.42M +5,485 New
LFWA
1595
LBJ Family Wealth Advisors
Texas
$1.4M -$88.3K -341 -6%
MAC
1596
Mason & Associates (California)
California
$1.39M -$4.4K -17 -0.3%
RI
1597
Ridgewood Investments
New Jersey
$1.39M -$266K -1,028 -16%
VC
1598
Vestor Capital
Illinois
$1.39M +$614K +2,374 +84%
BWM
1599
BKM Wealth Management
Wisconsin
$1.39M -$2.85K -11 -0.2%
SHJ
1600
Sharkey, Howes & Javer
Colorado
$1.39M +$16K +62 +1%

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.