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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
SVWG
1976
Shared Vision Wealth Group
United States
$718K
SLWA
1977
San Luis Wealth Advisors
California
$716K +$692K +2,675 New
WLPWM
1978
Walled Lake Planning & Wealth Management
Illinois
$714K +$15.8K +61 +2%
PGAM
1979
Princeton Global Asset Management
New Jersey
$712K +$678K +2,619 +6,091%
BP
1980
Broadleaf Partners
Ohio
$709K +$98.9K +382 +17%
CFGA
1981
Cambridge Financial Group (Arizona)
Arizona
$709K
LT
1982
Legacy Trust
Michigan
$708K
IPA
1983
Investment Planning Advisors
Georgia
$707K +$684K +2,644 New
EWM
1984
Elmwood Wealth Management
California
$705K
GCA
1985
Greenwood Capital Associates
South Carolina
$705K
BWM
1986
Brickley Wealth Management
California
$703K +$67.3K +260 +11%
JC
1987
JB Capital
Connecticut
$700K -$33.6K -130 -5%
RFA
1988
Register Financial Advisors
Georgia
$700K -$3.11K -12 -0.5%
FFO
1989
Fiduciary Family Office
Florida
$700K
RA
1990
Riverstone Advisors
Texas
$700K +$9.84K +38 +1%
DDC
1991
DF Dent & Co
Maryland
$700K
TCMP
1992
Thrive Capital Management (Pennsylvania)
Pennsylvania
$698K +$675K +2,609 New
MBTD
1993
Mechanics Bank - Trust Department
California
$696K
QWP
1994
Quotient Wealth Partners
Texas
$693K +$175K +675 +35%
SAA
1995
Southeast Asset Advisors
Georgia
$690K
KAM
1996
Knightsbridge Asset Management
California
$688K -$311K -1,201 -32%
ACM
1997
Alpha Capital Management
Texas
$687K -$73.8K -285 -10%
PWM
1998
Praetorian Wealth Management
California
$686K +$664K +2,565 New
LJAC
1999
L.J. Altfest & Co
New York
$686K +$22.8K +88 +4%
GWA
2000
GGM Wealth Advisors
Maryland
$685K +$663K +2,562 New

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.