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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
40.08%
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
QPWM
1851
Quadrant Private Wealth Management
Pennsylvania
$913K +$488K +1,886 +124%
BLC
1852
Brown, Lisle/Cummings
Rhode Island
$912K
FA
1853
Fermata Advisors
California
$912K +$155K +597 +21%
FL
1854
FreeGulliver LLC
Louisiana
$911K +$15.8K +61 +2%
TD Asset Management
1855
TD Asset Management
Ontario, Canada
$907K -$9.84K -38 -1%
MWM
1856
Melfa Wealth Management
Massachusetts
$907K -$17.9K -69 -2%
UL
1857
Unionview LLC
Washington
$907K +$15K +58 +2%
CF
1858
Clarity Financial
Texas
$905K +$111K +428 +14%
CCMG
1859
Clark Capital Management Group
Pennsylvania
$903K +$105K +405 +14%
SWP
1860
Summit Wealth Partners
Florida
$903K -$8.8K -34 -1%
FDDB
1861
Fidelity D&D Bancorp
Pennsylvania
$902K -$21.7K -84 -2%
WPP
1862
Whalerock Point Partners
Rhode Island
$901K
FBC
1863
Fairfield, Bush & Co
Connecticut
$901K +$56.9K +220 +7%
MW
1864
Maia Wealth
Colorado
$899K +$841K +3,249 New
CFD
1865
Creative Financial Designs
Indiana
$899K +$115K +444 +15%
KFS
1866
Kaizen Financial Strategies
California
$895K -$142K -549 -14%
BOS
1867
Bank of Stockton
California
$894K +$58.5K +226 +7%
PAM
1868
Peak Asset Management
Colorado
$894K -$5.43K -21 -0.6%
CFCI
1869
Comprehensive Financial Consultants Institutional
Indiana
$892K +$4.66K +18 +0.5%
ES
1870
Eagle Strategies
New York
$891K -$3.49M -13,501 -80%
BCM
1871
Boltwood Capital Management
California
$888K -$25.9K -100 -3%
DI
1872
Disciplined Investments
Oklahoma
$884K -$11.9K -46 -1%
WF
1873
Warner Financial
Maryland
$883K +$172K +664 +25%
WP
1874
WealthShield Partners
North Carolina
$882K +$52K +201 +7%
LIM
1875
Loudon Investment Management
New Hampshire
$881K -$33.1K -128 -4%

VTI Hedge Fund Activity: Q2 2024 in Review

2,776 of the 6,926 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.