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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
RLIM
1626
Red Lighthouse Investment Management
New York
$1.33M -$4.32M -16,692 -77%
HWA
1627
HHM Wealth Advisors
Tennessee
$1.33M +$82K +317 +7%
DF
1628
DecisionPoint Financial
Arizona
$1.32M -$125K -482 -9%
CAM
1629
Covenant Asset Management
New Jersey
$1.32M -$9.84K -38 -0.8%
SW
1630
Signify Wealth
Missouri
$1.32M +$346K +1,336 +37%
CWS
1631
Confluence Wealth Services
Pennsylvania
$1.32M +$24.1K +93 +2%
PL
1632
Parthenon LLC
Kentucky
$1.32M +$31.6K +122 +3%
CF
1633
Centaurus Financial
California
$1.32M +$228K +881 +22%
CAAS
1634
Capital Asset Advisory Services
Michigan
$1.32M -$50K -193 -4%
SFG
1635
Sunburst Financial Group
Alabama
$1.32M +$15K +58 +1%
SIAS
1636
Summit Investment Advisory Services
Minnesota
$1.31M -$3.65M -14,114 -74%
NS
1637
NBC Securities
Alabama
$1.31M +$39.6K +153 +3%
GIM
1638
Goelzer Investment Management
Indiana
$1.31M -$4.14K -16 -0.3%
PCTC
1639
Perkins Coie Trust Company
Washington
$1.31M
VIM
1640
Vista Investment Management
Pennsylvania
$1.31M -$2.59K -10 -0.2%
AWA
1641
Archvest Wealth Advisors
California
$1.31M +$39.9K +154 +3%
FNT
1642
First National Trust
Pennsylvania
$1.31M +$74K +286 +6%
SFS
1643
Summit Financial Strategies
Ohio
$1.31M +$74.5K +288 +6%
HIG
1644
Heritage Investment Group
Florida
$1.3M -$29K -112 -2%
IWP
1645
Innova Wealth Partners
Pennsylvania
$1.3M +$830K +3,207 +193%
HWP
1646
Highline Wealth Partners
California
$1.3M +$107K +413 +9%
TSW
1647
Thompson Siegel & Walmsley
Virginia
$1.3M +$143K +554 +13%
SBWIC
1648
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.3M +$94.7K +366 +8%
ANBT
1649
American National Bank & Trust
Texas
$1.29M +$38.8K +150 +3%
BWFA
1650
Baltimore-Washington Financial Advisors
Maryland
$1.29M +$691K +2,669 +124%

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.