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Vanguard Morningstar Total Stock Market ETF

2,776 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: 2,7342,776 (+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
2,776
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
LC
151
Landaas & Company
Wisconsin
$97.9M +$556K +2,148 +0.6%
TWM
152
Tanager Wealth Management
United Kingdom
$97.1M +$1.01M +3,911 +1%
Financial Engines Advisors
153
Financial Engines Advisors
California
$95.5M +$534K +2,062 +0.6%
MGIA
154
Moneta Group Investment Advisors
Missouri
$95.3M -$494K -1,908 -0.5%
CTC
155
Central Trust Company
Missouri
$95.1M +$461K +1,781 +0.5%
RFC
156
Regions Financial Corp
Alabama
$94.9M -$2.93M -11,325 -3%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$91.6M +$1.83M +7,062 +2%
MWM
158
Mission Wealth Management
California
$91.6M -$10.4M -40,373 -11%
NC
159
NewSquare Capital
Pennsylvania
$91.2M +$3.77M +14,571 +4%
GEM
160
Global Endowment Management
North Carolina
$90.8M
PL
161
Parkwood LLC
Ohio
$90.6M
ERSOT
162
Employees Retirement System of Texas
Texas
$90.6M
Lido Advisors
163
Lido Advisors
California
$90.6M -$3.34M -12,923 -4%
SMA
164
Sage Mountain Advisors
Georgia
$89.1M +$12.3M +47,620 +17%
LNWWM
165
Laird Norton Wetherby Wealth Management
California
$88.9M -$2.1M -8,118 -2%
SP
166
Symmetry Partners
Connecticut
$88.5M +$53.4M +206,462 +166%
FPAS
167
Focus Partners Advisor Solutions
Missouri
$87.4M -$3.57M -13,782 -4%
KCG
168
Kinsale Capital Group
Virginia
$87.3M
BPA
169
Beacon Pointe Advisors
California
$86.8M +$128K +494 +0.2%
HF
170
HRT Financial
New York
$86.8M -$2.33M -9,006 -3%
GBI
171
GP Brinson Investments
Illinois
$86.2M -$6.7M -25,868 -7%
AC
172
Apella Capital
Connecticut
$84.7M +$1.26M +4,863 +2%
PCM
173
Penserra Capital Management
California
$84.5M +$978K +3,778 +1%
AUIM
174
Aegon USA Investment Management
Iowa
$84.4M -$2.19M -8,463 -3%
YC
175
Yarbrough Capital
Tennessee
$83.2M

VTI Hedge Fund Activity: Q2 2024 in Review

2,776 of the 6,925 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.

  • 2,776 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q2 2024, up from 2,734 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.