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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
IFAM
1876
Institutional & Family Asset Management
Colorado
$876K -$10.6K -41 -1%
CPCP
1877
Cedar Point Capital Partners
Iowa
$874K -$3.11K -12 -0.4%
MPIA
1878
Mountain Pacific Investment Advisers
Idaho
$867K -$1.32M -5,093 -61%
HNB
1879
Hilltop National Bank
Wyoming
$863K -$6.47K -25 -0.8%
WMA
1880
West Michigan Advisors
Michigan
$861K +$135K +520 +19%
CPSAC
1881
Chas P. Smith & Associates (CPS)
Florida
$860K
GCIM
1882
Gunn & Company Investment Management
Florida
$860K +$832K +3,214 New
HC
1883
Hourglass Capital
Texas
$859K +$104K +400 +14%
MFG
1884
Midwest Financial Group
Kansas
$858K +$4.14K +16 +0.5%
SIA
1885
Sage Investment Advisers
New York
$858K +$19.9K +77 +2%
OWM
1886
Orgel Wealth Management
Wisconsin
$856K -$2.07K -8 -0.2%
TNBTD
1887
Trustmark National Bank Trust Department
Mississippi
$845K -$3.88K -15 -0.5%
FSC
1888
Full Sail Capital
Oklahoma
$841K -$182K -703 -18%
BOM
1889
Bank of Marin
California
$841K -$14.2K -55 -2%
CNFG
1890
Creegan & Nassoura Financial Group
New Hampshire
$840K
DWS
1891
Discipline Wealth Solutions
South Carolina
$838K +$310K +1,199 +62%
GGV
1892
GG Group Ventures
Florida
$838K +$812K +3,137 New
HCM
1893
Hengehold Capital Management
Ohio
$838K -$6.99K -27 -0.9%
BSI
1894
Bennett Selby Investments
Maine
$836K
VDBMI
1895
Van Den Berg Management I
Texas
$832K -$170K -658 -17%
CCA
1896
Cora Capital Advisors
New Jersey
$830K
TNB
1897
Thomasville National Bank
Georgia
$828K -$23.8K -92 -3%
VF
1898
VitalStone Financial
Texas
$828K +$8.8K +34 +1%
HWA
1899
HCR Wealth Advisors
California
$827K -$70.4K -272 -8%
PCM
1900
Pointe Capital Management
Michigan
$827K +$259 +1 +0%

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.