We are live on ! Find out more
VTI icon

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
CAM
1751
Cidel Asset Management
Ontario, Canada
$1.11M
AP
1752
Appleton Partners
Massachusetts
$1.11M -$13.7K -53 -1%
SFS
1753
Searcy Financial Services
Kansas
$1.11M
AWA
1754
Amplius Wealth Advisors
Pennsylvania
$1.11M -$4.92K -19 -0.5%
MCM
1755
Morton Capital Management
California
$1.11M -$4.36M -16,853 -80%
EA
1756
Everpar Advisors
Oklahoma
$1.1M +$228K +881 +27%
M
1757
MYeCFO
California
$1.1M +$20.2K +78 +2%
KFA
1758
Kelleher Financial Advisors
New York
$1.1M +$329K +1,271 +45%
UFF
1759
USA Financial Formulas
Michigan
$1.1M -$144K -557 -12%
SFB
1760
STAR Financial Bank
Indiana
$1.1M +$855K +3,303 +417%
AFAS
1761
Acorn Financial Advisory Services
Virginia
$1.09M -$132K -511 -11%
TI
1762
Trexquant Investment
Connecticut
$1.09M -$35.7K -138 -3%
CJH
1763
Christopher J. Hasenberg
Wisconsin
$1.09M +$377K +1,455 +56%
OC
1764
Oakworth Capital
Alabama
$1.09M
BWM
1765
BigSur Wealth Management
Florida
$1.09M
WDG
1766
Wealth Dimensions Group
Ohio
$1.09M +$72.7K +281 +7%
BWP
1767
Bernardo Wealth Planning
Pennsylvania
$1.09M
AWP
1768
Ascent Wealth Partners
New York
$1.09M +$1.81K +7 +0.2%
BWM
1769
Brown Wealth Management
Illinois
$1.09M +$13.5K +52 +1%
BIM
1770
Bridges Investment Management
Nebraska
$1.08M +$1.05M +4,055 New
CFS
1771
CRA Financial Services
New Jersey
$1.08M -$66.8K -258 -6%
CC
1772
Copperleaf Capital
North Carolina
$1.07M -$179K -690 -15%
MWA
1773
Meridian Wealth Advisors
Texas
$1.07M
TAM
1774
Tucker Asset Management
Colorado
$1.07M -$5.69K -22 -0.5%
VRM
1775
Vectors Research Management
New York
$1.06M -$469K -1,812 -31%

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.