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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
FCT
2026
First Community Trust
Iowa
$658K +$8.02K +31 +1%
SWA
2027
SFMG Wealth Advisors
Texas
$657K +$8.54K +33 +1%
PWA
2028
Prairie Wealth Advisors
Nebraska
$657K
RA
2029
Ruggaard & Associates
Ohio
$657K +$130K +501 +26%
SWM
2030
Salvus Wealth Management
New Jersey
$656K
CWA
2031
Consilio Wealth Advisors
Washington
$656K -$4.14K -16 -0.6%
KWS
2032
Keystone Wealth Services
California
$656K +$8.28K +32 +1%
SIC
2033
SJS Investment Consulting
Ohio
$655K +$5.18K +20 +0.8%
LWM
2034
Lakeridge Wealth Management
Ohio
$654K +$64.2K +248 +11%
AC
2035
Anson Capital
Georgia
$647K
RFS
2036
Richardson Financial Services
Massachusetts
$643K -$11.6K -45 -2%
GJWM
2037
Gilliland Jeter Wealth Management
Arkansas
$638K -$10.4K -40 -2%
IBOK
2038
Independence Bank of Kentucky
Kentucky
$637K
FP
2039
Financial Perspectives
Minnesota
$637K
BFA
2040
Brown Financial Advisory
Alabama
$633K -$1.55K -6 -0.3%
NWM
2041
Napa Wealth Management
California
$633K
EW
2042
Element Wealth
Mississippi
$632K -$78.7K -304 -11%
DACG
2043
Donor Advised Charitable Giving
California
$631K
PCG
2044
Prosperity Consulting Group
Maryland
$630K -$12.7K -49 -2%
IVP
2045
Intrinsic Value Partners
Arizona
$630K +$3.88K +15 +0.6%
HTIM
2046
Harbour Trust & Investment Management
Indiana
$629K -$28.5K -110 -4%
RFP
2047
RCS Financial Planning
Maryland
$629K -$33.6K -130 -5%
HWM
2048
HighMark Wealth Management
Minnesota
$627K
MIC
2049
Meridian Investment Counsel
California
$625K +$104K +400 +21%
AWC
2050
Adamsbrown Wealth Consultants
Kansas
$624K

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.