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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
VBFG
2101
Vishria Bird Financial Group
Tennessee
$568K
CCG
2102
Catalina Capital Group
California
$564K -$518 -2 -0.1%
TFP
2103
Traction Financial Partners
Wyoming
$563K +$10.6K +41 +2%
AIA
2104
Alera Investment Advisors
Illinois
$562K +$18.6K +72 +4%
HS
2105
Horan Securities
United States
$562K +$123K +475 +29%
LCGC
2106
Legacy Capital Group California
California
$562K +$5.95K +23 +1%
BEW
2107
Burton Enright Welch
California
$560K -$2.33K -9 -0.4%
OIS
2108
Okabena Investment Services
Minnesota
$559K -$72.2K -279 -12%
PIWA
2109
Prevail Innovative Wealth Advisors
Kansas
$559K
PA
2110
Pineridge Advisors
Missouri
$557K +$492K +1,899 +1,038%
RWPA
2111
Richard W. Paul & Associates
Michigan
$557K
PSCM
2112
Per Stirling Capital Management
Texas
$555K -$135K -523 -20%
CGFA
2113
Colton Groome Financial Advisors
North Carolina
$555K
CWM
2114
Core Wealth Management
Florida
$554K
FVCM
2115
F&V Capital Management
Florida
$554K +$536K +2,070 New
AA
2116
Aufman Associates
Pennsylvania
$553K +$264K +1,021 +98%
FCM
2117
Fortis Capital Management
Washington
$552K +$41.7K +161 +8%
TPWA
2118
Twin Peaks Wealth Advisors
California
$551K -$5.95K -23 -1%
AA
2119
Apriem Advisors
California
$550K -$43.7K -169 -8%
CFP
2120
Cypress Financial Planning
New Jersey
$547K +$81.5K +315 +18%
EFL
2121
ERn Financial LLC
Wisconsin
$545K
CSIA
2122
Conrad Siegel Investment Advisors
Pennsylvania
$545K +$197K +760 +60%
FA
2123
Fiduciary Alliance
South Carolina
$544K -$40.6K -157 -7%
VIP
2124
Vantage Investment Partners
Missouri
$544K
PTP
2125
Platform Technology Partners
New York
$544K +$526K +2,033 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.