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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
GCAC
2126
Guardian Capital Advisors (Canada)
Ontario, Canada
$543K
DWM
2127
Dopkins Wealth Management
New York
$543K
ITIM
2128
Indiana Trust & Investment Management
Indiana
$543K
WC
2129
Whitney & Co
New York
$542K -$5.18K -20 -1%
FM
2130
Family Management
New York
$541K
IWMA
2131
Ironwood Wealth Management (Arizona)
Arizona
$539K -$156K -601 -23%
PWM
2132
Penobscot Wealth Management
Maine
$539K -$102K -393 -17%
GA
2133
Goldstein Advisors
Wisconsin
$539K -$28.2K -109 -5%
FP
2134
Fiduciary Planning
Florida
$539K +$521K +2,014 New
WAG
2135
Wheelhouse Advisory Group
Missouri
$537K +$40.1K +155 +8%
RFO
2136
RiverGlades Family Offices
Florida
$536K +$49.2K +190 +10%
FAG
2137
Fortitude Advisory Group
Washington
$536K +$99.6K +385 +24%
IA
2138
Insight Advisors
Pennsylvania
$536K +$14.8K +57 +3%
CP
2139
Capital Planning
Washington
$535K
MKC
2140
M. Kraus & Co
Vermont
$533K
DAM
2141
Deltec Asset Management
New York
$530K
GFA
2142
Gallagher Fiduciary Advisors
Illinois
$530K -$29.8K -115 -5%
UFA
2143
US Financial Advisors
Massachusetts
$528K +$511K +1,974 New
LIA
2144
LBMC Investment Advisors
Tennessee
$528K +$260K +1,003 +103%
SWA
2145
SOA Wealth Advisors
New York
$527K +$10.4K +40 +2%
LWM
2146
Lyell Wealth Management
California
$527K -$1.81K -7 -0.4%
WG
2147
Welch Group
Alabama
$526K +$64.2K +248 +14%
WF
2148
Wayfinding Financial
Washington
$526K +$518 +2 +0.1%
SIM
2149
Sterling Investment Management
Arizona
$524K
CCA
2150
Childress Capital Advisors
Texas
$523K

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.