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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
MF
2051
Manchester Financial
California
$622K -$37K -143 -6%
QIM
2052
Quest Investment Management
Oregon
$621K
BAM
2053
Bellevue Asset Management
Washington
$620K -$12.7K -49 -2%
HCP
2054
Holt Capital Partners
Texas
$619K -$81.5K -315 -12%
MCIA
2055
Mountain Capital Investment Advisors
Colorado
$617K +$362K +1,397 +168%
PCA
2056
Providence Capital Advisors
North Carolina
$614K -$24.6K -95 -4%
HIA
2057
Harvest Investment Advisors
Florida
$614K +$594K +2,295 New
FM
2058
Foster & Motley
Ohio
$613K
SFG
2059
Sovereign Financial Group
Connecticut
$613K -$319K -1,234 -35%
FSWA
2060
Financial Synergies Wealth Advisors
Texas
$612K +$259 +1 +0%
PRS
2061
Pinkerton Retirement Specialists
Idaho
$611K +$518 +2 +0.1%
CPBTD
2062
Central Pacific Bank - Trust Division
Hawaii
$610K +$127K +489 +27%
PFA
2063
Petra Financial Advisors
Colorado
$608K
BWP
2064
Barlow Wealth Partners
Kentucky
$606K
MIM
2065
Marco Investment Management
Georgia
$606K
CPC
2066
Consolidated Planning Corp
Georgia
$605K -$61.3K -237 -9%
MAS
2067
Meeder Advisory Services
Ohio
$605K +$585K +2,260 New
BCCM
2068
Bridge Creek Capital Management
Massachusetts
$602K
PWM
2069
Palumbo Wealth Management
New York
$602K -$15.8K -61 -3%
BWP
2070
Baldwin Wealth Partners
Massachusetts
$601K +$43.5K +168 +8%
FPF
2071
First Pacific Financial
Washington
$600K -$3.88K -15 -0.7%
V
2072
ViaWealth
Kansas
$600K +$98.1K +379 +20%
ERIM
2073
Eagle Ridge Investment Management
Connecticut
$598K +$34.7K +134 +6%
DFCM
2074
Dark Forest Capital Management
Puerto Rico
$597K -$338K -1,306 -37%
AR
2075
Apeiron RIA
Texas
$596K +$14K +54 +2%

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.