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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
OHIS
2251
Oak Harvest Investment Services
Texas
$431K -$162K -626 -28%
TWM
2252
Thrive Wealth Management
Pennsylvania
$431K +$10.6K +41 +3%
ECA
2253
Elevated Capital Advisors
Utah
$430K -$32.4K -125 -7%
IAP
2254
Indie Asset Partners
Indiana
$430K +$186K +720 +81%
BFA
2255
Beacon Financial Advisory
Ohio
$429K +$40.1K +155 +11%
MWM
2256
Maripau Wealth Management
Indiana
$429K +$413K +1,597 New
RFA
2257
Rollins Financial Advisors
New York
$428K -$49.7K -192 -11%
AMCA
2258
Arthur M. Cohen & Associates
Illinois
$428K -$258K -996 -38%
BHA
2259
Beech Hill Advisors
New York
$428K -$18.6K -72 -4%
TW
2260
Trajan Wealth
Arizona
$427K +$414K +1,598 New
NCMW
2261
Northern Capital Management (Washington)
Washington
$426K -$13.2K -51 -3%
JGUA
2262
John G. Ullman & Associates
New York
$425K +$411K +1,588 New
CCP
2263
Carmel Capital Partners
California
$422K +$3.88K +15 +1%
OAS
2264
Optivise Advisory Services
Tennessee
$422K +$409K +1,579 New
SAMC
2265
Spectrum Asset Management (California)
California
$422K
ZIG
2266
Zullo Investment Group
Pennsylvania
$422K
VPP
2267
Vertex Planning Partners
Illinois
$422K -$25.1K -97 -6%
IGWM
2268
ICA Group Wealth Management
Colorado
$422K -$2.87M -11,081 -88%
FP
2269
FFG Partners
Florida
$422K
PG
2270
Patten Group
Tennessee
$421K -$2.33K -9 -0.6%
RDFA
2271
Ritter Daniher Financial Advisory
Ohio
$419K -$33.4K -129 -8%
CI
2272
Chartist Inc
California
$417K -$62.4K -241 -13%
IP
2273
Intellectus Partners
California
$417K -$47.9K -185 -11%
TSWM
2274
Triangle Securities Wealth Management
North Carolina
$417K
T
2275
TCWP
Ohio
$416K +$402K +1,555 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.