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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
RCA
1726
Ranch Capital Advisors
Florida
$1.15M +$2.59K +10 +0.2%
OWA
1727
Opal Wealth Advisors
New York
$1.15M +$9.06K +35 +0.8%
CCMI
1728
Creative Capital Management Investments
California
$1.15M -$12.9K -50 -1%
RWP
1729
Ridgecrest Wealth Partners
California
$1.15M +$47.9K +185 +4%
FS
1730
Financial Symmetry
North Carolina
$1.15M +$54.1K +209 +5%
CA
1731
Cornerstone Advisory
Maryland
$1.15M -$38.8K -150 -3%
VF
1732
Vawter Financial
Ohio
$1.15M +$122K +473 +12%
LW
1733
Lauer Wealth
Indiana
$1.15M +$18.4K +71 +2%
CC
1734
Cadinha & Co
Hawaii
$1.15M
IFS
1735
Ifrah Financial Services
Arkansas
$1.14M -$37.8K -146 -3%
TPWM
1736
Twelve Points Wealth Management
Massachusetts
$1.14M
DWM
1737
Defined Wealth Management
Oregon
$1.13M -$6.73K -26 -0.6%
AGP
1738
Autumn Glory Partners
Texas
$1.13M +$133K +513 +14%
YWM
1739
Yoder Wealth Management
California
$1.13M +$19.7K +76 +2%
KCFA
1740
Key Client Fiduciary Advisors
New Jersey
$1.13M -$1.55K -6 -0.1%
IA
1741
IFG Advisors
Missouri
$1.13M +$16.8K +65 +2%
FMN
1742
Financial Management Network
California
$1.13M -$49.2K -190 -4%
HI
1743
Hudock Inc
Pennsylvania
$1.12M -$9.06K -35 -0.8%
WWP
1744
Walden Wealth Partners
Ohio
$1.12M +$2.85K +11 +0.3%
PFA
1745
Pathway Financial Advisors
Vermont
$1.12M
KCM
1746
Kaye Capital Management
California
$1.12M
MCM
1747
Mattern Capital Management
Colorado
$1.12M
ODFS
1748
O'Donnell Financial Services
California
$1.12M -$174K -671 -14%
ESB
1749
Essex Savings Bank
Connecticut
$1.12M
SWC
1750
Spectrum Wealth Counsel
Indiana
$1.12M

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.