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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
MMA
201
Miracle Mile Advisors
California
$69M +$665K +2,569 +1%
NFG
202
Nadler Financial Group
Illinois
$68.2M +$1.4M +5,404 +2%
WPC
203
Wedmont Private Capital
Pennsylvania
$68.2M +$3.55M +13,715 +6%
NA
204
NewEdge Advisors
Louisiana
$68.2M +$1.79M +6,903 +3%
TCM
205
TD Capital Management
Tennessee
$67.7M +$1.41M +5,443 +2%
SFS
206
Sowell Financial Services
Arkansas
$66.9M +$1.22M +4,699 +2%
BEAM
207
Baker Ellis Asset Management
Washington
$66.7M +$329K +1,271 +0.5%
BCMLT
208
Beacon Capital Management LLC (Tennessee)
Tennessee
$65.4M +$2.95M +11,380 +5%
Macquarie Group
209
Macquarie Group
Australia
$65.1M +$274K +1,060 +0.4%
IOOF
210
Independent Order of Foresters
Ontario, Canada
$65.1M +$274K +1,060 +0.4%
FLPIM
211
F.L. Putnam Investment Management
Massachusetts
$64.6M +$50.6M +195,533 +425%
GG
212
Gleason Group
Kentucky
$64.5M +$1.41M +5,438 +2%
CCB
213
Country Club Bank
Missouri
$63.2M +$3.27M +12,651 +6%
Bessemer Group
214
Bessemer Group
New Jersey
$62.7M -$533K -2,059 -0.9%
MIM
215
Morningstar Investment Management
Illinois
$62.6M +$1.52M +5,862 +3%
LGWM
216
Litman Gregory Wealth Management
California
$61.2M -$603K -2,329 -1%
SI
217
Stash Investments
New York
$61M +$2.8M +10,834 +5%
Jones Financial Companies
218
Jones Financial Companies
Missouri
$60.9M +$8.43M +32,584 +17%
CWM
219
Cherrydale Wealth Management
New Jersey
$60.8M +$3.75M +14,487 +7%
MWM
220
MorganRosel Wealth Management
Colorado
$60.8M +$340K +1,313 +0.6%
B
221
Bailard
California
$60.8M -$2.45M -9,455 -4%
JIP
222
Jaffetilchin Investment Partners
Florida
$60.5M +$5.16M +19,948 +10%
LWM
223
Luminvest Wealth Management
Arizona
$60.2M +$14.3M +55,089 +33%
AAS
224
Avantax Advisory Services
Texas
$60.1M -$8.36M -32,297 -13%
KIA
225
KCM Investment Advisors
California
$59.5M +$29.2K +113 +0.1%

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.