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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
KFI
1776
Key Financial Inc
Pennsylvania
$1.06M -$10.1K -39 -1%
VCAM
1777
Van Cleef Asset Management
Ohio
$1.06M -$6.47K -25 -0.6%
MWP
1778
Meredith Wealth Planning
Illinois
$1.05M -$19.2K -74 -2%
BCM
1779
Bourgeon Capital Management
Connecticut
$1.04M
MIM
1780
Macroview Investment Management
Maryland
$1.04M -$1.03K -4 -0.1%
PP
1781
Prosperity Planning
Missouri
$1.04M +$17.1K +66 +2%
SL
1782
Salomon & Ludwin
Virginia
$1.03M -$3.88K -15 -0.4%
FCA
1783
Fortis Capital Advisors
Kansas
$1.03M -$435K -1,682 -30%
HAC
1784
Harbor Advisory Corp
New Hampshire
$1.03M -$7.76K -30 -0.8%
EA
1785
Evergreen Advisors
Tennessee
$1.03M -$2.85K -11 -0.3%
BWM
1786
Birchcreek Wealth Management
Ohio
$1.02M -$69.4K -268 -7%
PAI
1787
Pittenger & Anderson Inc
Nebraska
$1.02M -$8.54K -33 -0.9%
DIA
1788
Davidson Investment Advisors
Montana
$1.02M
BFG
1789
Berger Financial Group
Minnesota
$1.02M -$134K -516 -12%
BlackRock
1790
BlackRock
New York
$1.02M -$5.69K -22 -0.6%
FCC
1791
Flower City Capital
New York
$1.01M
EWM
1792
EPG Wealth Management
Georgia
$1.01M -$984K -3,800 Closed
CCG
1793
Chatham Capital Group
Georgia
$1.01M
SF
1794
Susquehanna Foundation
Pennsylvania
$1.01M
AF
1795
Apexium Financial
Texas
$1.01M +$212K +819 +28%
CPRC
1796
Consolidated Portfolio Review Corp
New York
$1M +$14.8K +57 +2%
CWA
1797
Cornerstone Wealth Advisors
Minnesota
$1M -$70.1K -271 -7%
ACM
1798
Advance Capital Management
Michigan
$1M -$27.2K -105 -3%
JWM
1799
JGP Wealth Management
Oregon
$1M +$195K +752 +25%
UA
1800
Unison Advisors
District of Columbia
$999K +$665K +2,570 +221%

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.