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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
PWP
1901
Perfromance Wealth Partners
Illinois
$825K
CWM
1902
Certus Wealth Management
California
$825K -$13.7K -53 -2%
RP
1903
Rowlandmiller & Partners
Georgia
$825K -$375K -1,450 -32%
AIA
1904
Armor Investment Advisors
North Carolina
$824K
CA
1905
Carson Advisory
Georgia
$823K -$2.07K -8 -0.3%
LIM
1906
Lathrop Investment Management
Arkansas
$820K +$794K +3,067 New
Deutsche Bank
1907
Deutsche Bank
Germany
$818K
RFA
1908
Resurgent Financial Advisors
Georgia
$816K -$35.7K -138 -4%
HG
1909
Harbor Group
New Hampshire
$812K +$7.25K +28 +0.9%
FFO
1910
Fortitude Family Office
Arizona
$811K +$65.5K +253 +9%
HWMO
1911
Heritage Wealth Management (Ohio)
Ohio
$806K +$767K +2,962 New
1832 Asset Management
1912
1832 Asset Management
Ontario, Canada
$804K +$398K +1,538 +105%
ALC
1913
Alexander Labrunerie & Co
Missouri
$803K +$57.5K +222 +8%
SDWIA
1914
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$800K +$321K +1,242 +71%
TAM
1915
Tocqueville Asset Management
New York
$799K +$773K +2,985 New
TCM
1916
Tandem Capital Management
New Jersey
$797K +$97.1K +375 +15%
HCM
1917
Hudson Capital Management
New Jersey
$795K +$9.32K +36 +1%
AWA
1918
Aaron Wealth Advisors
Illinois
$792K
AF
1919
Aldebaran Financial
$792K +$16.3K +63 +2%
DCM
1920
Dimension Capital Management
Florida
$792K
NWA
1921
New World Advisors
Massachusetts
$791K
CCA
1922
Checchi Capital Advisers
California
$789K -$76.6K -296 -9%
LDB
1923
Lee, Danner & Bass
Tennessee
$789K +$763K +2,948 New
TNA
1924
True North Advisors
Texas
$789K +$2.85K +11 +0.4%
Members Trust
1925
Members Trust
Florida
$788K

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.