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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
SWM
176
Seaside Wealth Management
California
$83.2M +$1.64M +6,353 +2%
SA
177
SAM Advisors
California
$83M -$1.01M -3,914 -1%
CSIA
178
Carl Stuart Investment Advisor
Texas
$82.8M +$1.41M +5,459 +2%
CA
179
Cambridge Associates
Massachusetts
$81.6M +$1.29M +4,966 +2%
DOA
180
D'Orazio & Associates
Virginia
$80.6M +$2.78M +10,753 +4%
ANTB
181
AMG National Trust Bank
Colorado
$80.4M +$6.65M +25,689 +9%
SWM
182
Segment Wealth Management
Texas
$79.5M +$1.09M +4,215 +1%
MFG
183
Merit Financial Group
Georgia
$78.2M +$214K +826 +0.3%
GC
184
Garde Capital
Washington
$77.5M -$15.8K -61 -0%
WA
185
Waverly Advisors
Alabama
$77.2M +$394K +1,524 +0.5%
BJL
186
Brighton Jones LLC
Washington
$76.9M -$30K -116 -0%
CWM
187
Circle Wealth Management
New Jersey
$75.9M -$807K -3,119 -1%
GM
188
GeoWealth Management
Illinois
$75.9M -$204K -788 -0.3%
LSAG
189
Lake Street Advisors Group
New Hampshire
$75.7M +$1.54M +5,948 +2%
LWMG
190
Levy Wealth Management Group
Pennsylvania
$75.6M +$2.11M +8,145 +3%
BCM
191
Becker Capital Management
Oregon
$74.1M +$1.22M +4,728 +2%
HIP
192
HUB Investment Partners
Texas
$74M +$4.85M +18,722 +7%
SA
193
Sunesis Advisors
Kansas
$73.9M -$1.31M -5,070 -2%
GAG
194
GM Advisory Group
New York
$71.7M +$6.39M +24,695 +10%
EH
195
Equitable Holdings
New York
$71.3M +$4.03M +15,557 +6%
IC
196
IEQ Capital
California
$70.8M +$2.86M +11,061 +4%
OFW
197
Omnia Family Wealth
Florida
$70.5M +$514K +1,984 +0.8%
Comerica Bank
198
Comerica Bank
Texas
$70.5M -$351K -1,355 -0.5%
HCA
199
Heck Capital Advisors
Wisconsin
$69.6M +$35.4M +136,828 +111%
GA
200
GSG Advisors
New Jersey
$69.2M -$500K -1,930 -0.7%

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.