We are live on ! Find out more
VTI icon

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
EL
2176
EWA LLC
Pennsylvania
$501K +$16.3K +63 +4%
HWM
2177
Horizons Wealth Management
North Carolina
$498K +$4.14K +16 +0.9%
SPC
2178
Spirepoint Private Client
Florida
$496K -$5.95K -23 -1%
BHPW
2179
Beverly Hills Private Wealth
California
$496K
WAG
2180
Windsor Advisory Group
Ohio
$495K +$5.69K +22 +1%
SC
2181
Swan Capital
Florida
$495K
KTM
2182
Keeler Thomas Management
Utah
$494K -$15K -58 -3%
FGG
2183
Financial Guidance Group
Florida
$494K -$94.7K -366 -17%
LAM
2184
LifePro Asset Management
California
$493K -$18.1K -70 -4%
BWM
2185
BCGM Wealth Management
Indiana
$493K +$8.28K +32 +2%
NRW
2186
Nova R Wealth
Kansas
$492K +$33.1K +128 +7%
FAT
2187
First American Trust
California
$490K
HCM
2188
HMS Capital Management
Tennessee
$489K
BHWM
2189
Bar Harbor Wealth Management
New Hampshire
$488K
CCM
2190
Chilton Capital Management
Texas
$488K
ZIC
2191
ZWJ Investment Counsel
Georgia
$488K -$10.9K -42 -2%
4WM
2192
49 Wealth Management
Texas
$485K +$105K +404 +29%
RFS
2193
Retirement Financial Solutions
Tennessee
$485K
BFC
2194
Blue Fin Capital
Rhode Island
$485K +$259 +1 +0.1%
CT
2195
Clearstead Trust
Maine
$485K
ETS
2196
ESL Trust Services
New York
$484K +$67.3K +260 +17%
FIC
2197
Family Investment Center
Missouri
$483K
RCYC
2198
Richard C. Young & Co
Rhode Island
$483K
CSPAM
2199
Cary Street Partners Asset Management
Virginia
$482K +$15.5K +60 +3%
TA
2200
TFG Advisers
Michigan
$480K +$30.5K +118 +7%

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.