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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
40.09%
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
GRA
1951
Golden Road Advisors
Florida
$753K +$211K +817 +42%
I
1952
IMPACTfolio
Colorado
$753K +$451K +1,744 +163%
AFS
1953
AFG Fiduciary Services
Massachusetts
$753K -$8.02K -31 -1%
IIC
1954
Ironwood Investment Counsel
Arizona
$750K -$49.2K -190 -6%
NEPPG
1955
New England Professional Planning Group
Rhode Island
$750K
TCM
1956
Towercrest Capital Management
Pennsylvania
$749K -$8.54K -33 -1%
LAIC
1957
Lederer & Associates Investment Counsel
California
$749K
AWMG
1958
Alliance Wealth Management Group
New Jersey
$749K -$8.54K -33 -1%
WIM
1959
Wittenberg Investment Management
Massachusetts
$748K
MAV
1960
Mason & Associates (Virginia)
Virginia
$747K -$2.84M -10,985 -80%
EA
1961
Emerald Advisors
Washington
$745K
T. Rowe Price Associates
1962
T. Rowe Price Associates
Maryland
$744K +$302K +1,165 +72%
CPA
1963
Capital Planning Advisors
California
$743K
PWS
1964
Physician Wealth Solutions
Nevada
$741K -$3.11K -12 -0.4%
ATFA
1965
All Terrain Financial Advisors
Minnesota
$741K
Legacy Financial Group (Iowa)
1966
Legacy Financial Group (Iowa)
Iowa
$739K
WN
1967
Williams & Novak
California
$738K -$529K -2,044 -43%
BBI
1968
Baxter Bros Inc
Connecticut
$733K -$4.4K -17 -0.6%
SBF
1969
Sara-Bay Financial
Florida
$733K +$33.4K +129 +5%
WA
1970
WP Advisors
California
$731K
AWP
1971
Abacus Wealth Partners
California
$729K +$259 +1 +0%
SFP
1972
Sandbox Financial Partners
Maryland
$724K -$17.3K -67 -2%
BONH
1973
Bank of New Hampshire
New Hampshire
$724K -$40.6K -157 -5%
VHAM
1974
Van Hulzen Asset Management
California
$723K -$1.03K -4 -0.1%
EFP
1975
EnRich Financial Partners
Wisconsin
$721K +$366K +1,415 +111%

VTI Hedge Fund Activity: Q2 2024 in Review

2,776 of the 6,925 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.