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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
ST
1701
Sentinel Trust
Texas
$1.2M
Allianz Asset Management
1702
Allianz Asset Management
Germany
$1.2M -$13.8M -53,200 -92%
GI
1703
GAMMA Investing
California
$1.2M +$39.9K +154 +4%
FFP
1704
FourThought Financial Partners
Florida
$1.19M -$1.03K -4 -0.1%
AFG
1705
Albion Financial Group
Utah
$1.19M +$99.9K +386 +10%
AIA
1706
Ally Invest Advisors
North Carolina
$1.19M -$51.5K -199 -4%
TA
1707
TKG Advisors
Indiana
$1.19M
CRC
1708
Curi RMB Capital
Illinois
$1.19M -$277K -1,069 -19%
SFC
1709
Strategic Financial Concepts
Texas
$1.18M +$2.65B +10,228,821 +29,053%
HSWM
1710
Hubbell Strickland Wealth Management
Louisiana
$1.18M +$130K +503 +13%
CWM
1711
Concentrum Wealth Management
California
$1.18M
IA
1712
Inspire Advisors
Idaho
$1.18M +$672K +2,597 +144%
FTC
1713
Farmers Trust Company
Ohio
$1.18M
RG
1714
Rathbones Group
United Kingdom
$1.18M -$7.76K -30 -0.7%
HAG
1715
HF Advisory Group
Maryland
$1.17M -$21.2K -82 -2%
SI
1716
SimpliFi Inc
California
$1.17M +$127K +490 +13%
APC
1717
Aspire Private Capital
North Carolina
$1.17M -$92.9K -359 -8%
AWAG
1718
ARS Wealth Advisors Group
Florida
$1.16M +$85.4K +330 +8%
SM
1719
Sweeney & Michel
California
$1.16M +$14K +54 +1%
GBT
1720
Grove Bank & Trust
Florida
$1.16M +$37.8K +146 +3%
ACP
1721
Aveo Capital Partners
Colorado
$1.16M -$2.32M -8,968 -67%
CSI
1722
Cross Staff Investments
New York
$1.16M
PWLP
1723
Prio Wealth Limited Partnership
Massachusetts
$1.16M +$15K +58 +1%
HW
1724
Hamilton Wealth
California
$1.16M +$44.3K +171 +4%
GWM
1725
Grand Wealth Management
Michigan
$1.16M -$82K -317 -7%

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.