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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
MBT
2276
Montecito Bank & Trust
California
$416K
FCG
2277
Fielder Capital Group
Tennessee
$416K
EFA
2278
Edge Financial Advisors
Illinois
$416K +$13.7K +53 +4%
KWM
2279
Keebeck Wealth Management
Illinois
$410K -$2.59K -10 -0.7%
SCM
2280
Sage Capital Management
New Jersey
$409K
SMAM
2281
Sugar Maple Asset Management
Wisconsin
$408K
BDFN
2282
Bond & Devick Financial Network
Minnesota
$407K +$394K +1,523 New
LA
2283
Legacy Advisors
Pennsylvania
$406K
SC
2284
Schoolcraft Capital
Colorado
$405K +$80.8K +312 +26%
TPA
2285
Trivium Point Advisory
Connecticut
$403K +$15K +58 +4%
RP
2286
Riverwater Partners
Wisconsin
$401K -$29K -112 -7%
RPA
2287
Rock Point Advisors
Vermont
$401K
CFO
2288
Collective Family Office
Pennsylvania
$401K
B
2289
BetterWealth
California
$401K +$7.25K +28 +2%
CAS
2290
Coppell Advisory Solutions
Texas
$400K +$387K +1,497 New
RDIA
2291
RE Dickinson Investment Advisors
Iowa
$400K
Retirement Systems of Alabama
2292
Retirement Systems of Alabama
Alabama
$399K
CBC
2293
Coombe, Bender & Co
New York
$398K +$776 +3 +0.2%
NL
2294
Navalign LLC
California
$397K +$39.6K +153 +11%
SSWM
2295
Strait & Sound Wealth Management
California
$396K +$36.8K +142 +11%
FFM
2296
Flagstone Financial Management
Nebraska
$396K +$4.14K +16 +1%
AWM
2297
Affinity Wealth Management
Delaware
$395K
KA
2298
Kure Advisory
Minnesota
$395K -$35.5K -137 -8%
TWM
2299
Triton Wealth Management
Arizona
$393K +$58.5K +226 +19%
TFA
2300
Tobias Financial Advisors
Florida
$393K -$16.8K -65 -4%

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.