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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
IWA
2076
Inspirion Wealth Advisors
Illinois
$595K +$358K +1,382 +164%
CFMC
2077
Curbstone Financial Management Corp
New Hampshire
$595K +$576K +2,224 New
MG
2078
MilWealth Group
Wisconsin
$594K
ACA
2079
Anchor Capital Advisors
Massachusetts
$594K
TWP
2080
Tower Wealth Partners
Pennsylvania
$594K
PWMG
2081
Pinnacle Wealth Management Group
Michigan
$594K +$4.4K +17 +0.8%
GWSG
2082
GPS Wealth Strategies Group
Colorado
$593K +$54.1K +209 +10%
GIA
2083
GHP Investment Advisors
Colorado
$593K +$12.7K +49 +2%
KCM
2084
Kanawha Capital Management
Virginia
$592K +$9.58K +37 +2%
WIP
2085
WealthCare Investment Partners
Rhode Island
$588K -$29.2K -113 -5%
HIS
2086
Horizon Investment Services
Indiana
$588K +$138K +533 +32%
SPW
2087
Sonoma Private Wealth
California
$585K
OIA
2088
Optimum Investment Advisors
Illinois
$583K +$7.76K +30 +1%
4WM
2089
4J Wealth Management
Virginia
$583K +$8.28K +32 +1%
USWIA
2090
UP Strategic Wealth Investment Advisors
Pennsylvania
$583K -$34.2K -132 -6%
ANB
2091
Amarillo National Bank
Texas
$580K
VC
2092
Veracity Capital
Georgia
$580K -$34.4K -133 -6%
MM
2093
Meridian Management
Arkansas
$577K -$55.1K -213 -9%
NCFG
2094
New Century Financial Group
New Jersey
$577K +$103K +398 +23%
IIM
2095
InTrack Investment Management
Vermont
$576K +$5.95K +23 +1%
LC
2096
Legacy CG
Texas
$576K +$558K +2,155 New
CCM
2097
Crabel Capital Management
California
$576K +$22.8K +88 +4%
OWMIAS
2098
One Wealth Management Investment & Advisory Services
Florida
$573K
AA
2099
Argent Advisors
Louisiana
$571K
MPW
2100
Melone Private Wealth
Michigan
$569K

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.