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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
PPWP
1601
Premier Path Wealth Partners
New Jersey
$1.39M +$1.35M +5,201 New
BWG
1602
Balanced Wealth Group
Ohio
$1.39M -$729K -2,818 -35%
TWG
1603
The Wealth Group
Minnesota
$1.39M -$172K -663 -11%
EFM
1604
Eley Financial Management
Vermont
$1.39M
CMP
1605
Courage Miller Partners
Virginia
$1.39M -$7.76K -30 -0.6%
BKA
1606
Brick & Kyle Associates
Pennsylvania
$1.39M -$86.4K -334 -6%
TGAM
1607
TBH Global Asset Management
Tennessee
$1.39M +$13.7K +53 +1%
CBA
1608
Coastal Bridge Advisors
Connecticut
$1.38M -$6.99K -27 -0.5%
LFA
1609
LGT Financial Advisors
Texas
$1.38M -$25.9K -100 -2%
VCP
1610
Verus Capital Partners
Arizona
$1.38M +$75.1K +290 +6%
HFF
1611
Halter Ferguson Financial
Indiana
$1.38M -$2.85K -11 -0.2%
W
1612
Wealthquest
Ohio
$1.38M -$88.8K -343 -6%
VCM
1613
Viewpoint Capital Management
Washington
$1.37M +$1.33M +5,123 +170,767%
OCM
1614
Orleans Capital Management
Louisiana
$1.37M -$44K -170 -3%
PFG
1615
Pacific Financial Group
Washington
$1.37M
UF
1616
Univest Financial
Pennsylvania
$1.37M +$1.11M +4,305 +538%
TAM
1617
Townsend Asset Management
North Carolina
$1.36M
AAIM
1618
Asset Advisors Investment Management
Georgia
$1.36M
FNC
1619
First National Corp
Massachusetts
$1.36M -$92.1K -356 -7%
CPW
1620
Catalyst Private Wealth
California
$1.35M
TCBWMS
1621
Texas Capital Bank Wealth Management Services
Texas
$1.35M
SFP
1622
Shepherd Financial Partners
Massachusetts
$1.34M +$350K +1,352 +37%
PI
1623
Parkside Investments
Illinois
$1.34M
AssetMark Inc
1624
AssetMark Inc
California
$1.33M -$155K -600 -11%
AT
1625
Arvest Trust
Oklahoma
$1.33M -$654K -2,527 -34%

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.