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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
SCA
1801
Sage Capital Advisors
South Dakota
$995K
VCM
1802
Virtue Capital Management
Tennessee
$995K +$157K +605 +20%
T
1803
Tidemark
California
$994K -$178K -687 -16%
FF
1804
Farrell Financial
New York
$994K
PWC
1805
PYA Waltman Capital
Tennessee
$993K
MW
1806
Marcum Wealth
Ohio
$992K -$3.88K -15 -0.4%
CC
1807
Cornerstone Capital
California
$991K +$8.54K +33 +0.9%
WAM
1808
Worth Asset Management
Texas
$989K -$129K -500 -12%
CJ
1809
Caitlin John
Michigan
$989K +$91.4K +353 +11%
BCG
1810
Breakwater Capital Group
New Jersey
$985K -$5.43K -21 -0.6%
CSWM
1811
Cassady Schiller Wealth Management
Ohio
$983K -$159K -614 -14%
SRWM
1812
Shira Ridge Wealth Management
California
$982K -$61.6K -238 -6%
SCI
1813
S&CO Inc
Massachusetts
$982K +$204K +790 +27%
DWG
1814
Darden Wealth Group
Michigan
$981K
RTC
1815
Riverview Trust Company
Washington
$973K +$640K +2,473 +212%
VFG
1816
V2 Financial group
Illinois
$971K
SSWG
1817
Seven Springs Wealth Group
Tennessee
$971K -$11.6K -45 -1%
F4L
1818
Fortune 45 LLC
Louisiana
$969K -$518 -2 -0.1%
BC
1819
Burney Company
Virginia
$968K +$1.03K +4 +0.1%
PCM
1820
Parsons Capital Management
Rhode Island
$965K
FC
1821
Fairscale Capital
New Hampshire
$965K +$895K +3,457 New
AA
1822
Aire Advisors
California
$962K -$35.7K -138 -4%
BG
1823
Bollard Group
Massachusetts
$958K
USB
1824
Union Savings Bank
Connecticut
$949K -$29.2K -113 -3%
FCA
1825
FinTrust Capital Advisors
South Carolina
$948K +$5.69K +22 +0.6%

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.