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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
JAG
1651
Journey Advisory Group
Kentucky
$1.29M -$259 -1 -0%
MWPCG
1652
Measured Wealth Private Client Group
New Hampshire
$1.28M -$129K -497 -9%
SWM
1653
SFG Wealth Management
Maryland
$1.28M -$40.4K -156 -3%
NCM
1654
NCM Capital Management
New Jersey
$1.28M +$17.1K +66 +1%
PWP
1655
Pursue Wealth Partners
California
$1.28M +$107K +412 +9%
PW
1656
Peninsula Wealth
California
$1.28M +$374K +1,446 +45%
FWM
1657
Forza Wealth Management
Florida
$1.28M +$80.2K +310 +7%
MBFW
1658
Morton Brown Family Wealth
Pennsylvania
$1.28M
SAM
1659
Smithbridge Asset Management
Pennsylvania
$1.27M -$15.8K -61 -1%
OWA
1660
ORBA Wealth Advisors
Illinois
$1.27M +$25.1K +97 +2%
BI
1661
Berkeley Inc
Idaho
$1.27M +$290K +1,121 +31%
ONSWM
1662
Old North State Wealth Management
North Carolina
$1.27M
PCM
1663
Poehling Capital Management
Wisconsin
$1.27M
PWMG
1664
Private Wealth Management Group
New Jersey
$1.27M +$41.7K +161 +4%
JWM
1665
Jeppson Wealth Management
California
$1.27M
SFA
1666
Seneca Financial Advisors
New York
$1.26M +$15.3K +59 +1%
BCM
1667
Bayesian Capital Management
New York
$1.26M +$1.22M +4,700 New
FNT
1668
First Nebraska Trust
Nebraska
$1.26M +$1.22M +4,700 New
IWP
1669
IAG Wealth Partners
Wisconsin
$1.25M -$44.3K -171 -4%
NFA
1670
Northwest Financial Advisors
Virginia
$1.25M +$12.2K +47 +1%
RF
1671
Robinswood Financial
Washington
$1.25M +$42.4K +164 +4%
BWM
1672
Benchmark Wealth Management
Connecticut
$1.25M +$5.95K +23 +0.5%
NAS
1673
Nicolet Advisory Services
Wisconsin
$1.25M +$277K +1,070 +31%
IPW
1674
Intergy Private Wealth
Colorado
$1.25M -$18.4K -71 -2%
AFS
1675
Access Financial Services
Minnesota
$1.25M -$25.1K -97 -2%

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.