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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
AA
2301
Addison Advisors
Vermont
$391K +$1.81K +7 +0.5%
FC
2302
Fusion Capital
South Carolina
$391K +$11.4K +44 +3%
PAA
2303
Peregrine Asset Advisers
Oregon
$389K +$3.62K +14 +1%
EWA
2304
Encompass Wealth Advisors
Oregon
$386K +$15K +58 +4%
OCG
2305
Opus Capital Group
Ohio
$386K +$10.9K +42 +3%
SFC
2306
Swisher Financial Concepts
Ohio
$384K +$131K +508 +55%
HC
2307
Hamilton Capital
Ohio
$382K -$105K -404 -22%
LA
2308
Lynch & Associates
Indiana
$382K
SP
2309
Stablepoint Partners
Massachusetts
$382K +$2.07K +8 +0.6%
PF
2310
Parker Financial
Washington
$380K -$2.07K -8 -0.6%
NCM
2311
Novare Capital Management
North Carolina
$378K -$10.4K -40 -3%
RWM
2312
RKL Wealth Management
Pennsylvania
$378K
SC
2313
Schiavi & Co
Delaware
$376K +$84.1K +325 +30%
PPWM
2314
Paragon Private Wealth Management
Kentucky
$376K +$364K +1,406 New
SIAG
2315
Safeguard Investment Advisory Group
California
$376K
HKAM
2316
Horizon Kinetics Asset Management
New York
$376K -$82K -317 -18%
SIA
2317
Spectrum Investment Advisors
Wisconsin
$375K +$363K +1,403 New
CSWG
2318
Cardinal Strategic Wealth Guidance
Kentucky
$375K
BWM
2319
Buska Wealth Management
Wisconsin
$374K
NAM
2320
NTV Asset Management
West Virginia
$373K +$21.7K +84 +6%
LFG
2321
Lockerman Financial Group
California
$372K -$2.33K -9 -0.6%
SGWM
2322
Sterling Group Wealth Management
California
$372K +$360K +1,392 New
WCWM
2323
Willow Creek Wealth Management
California
$372K +$47.9K +185 +15%
NCM
2324
Nelson Capital Management
California
$372K +$71.4K +276 +25%
PFG
2325
Prosperity Financial Group
California
$371K

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.