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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
BWA
2326
Burt Wealth Advisors
Maryland
$371K -$48.1K -186 -12%
HPA
2327
High Probability Advisors
New York
$369K +$13.7K +53 +4%
TI
2328
tru Independence
Oregon
$368K +$19.9K +77 +6%
GSIAS
2329
Garden State Investment Advisory Services
New Jersey
$368K
VWWMG
2330
Vermillion & White Wealth Management Group
Pennsylvania
$367K +$10.4K +40 +3%
FMC
2331
First Merchants Corp
Indiana
$366K -$86.2K -333 -20%
TA
2332
TrueWealth Advisors
Alabama
$366K +$74.5K +288 +27%
PIM
2333
Parker Investment Management
California
$366K +$354K +1,368 New
FFB
2334
First Financial Bankshares
Texas
$366K -$127K -489 -26%
B
2335
Bensler
Washington
$366K -$1.03K -4 -0.3%
BCM
2336
BluePath Capital Management
Georgia
$364K +$51.5K +199 +17%
WFMPM
2337
Woodley Farra Manion Portfolio Management
Indiana
$363K +$1.81K +7 +0.5%
AGA
2338
Arkos Global Advisors
Texas
$362K +$350K +1,353 New
CCA
2339
Conservest Capital Advisors
Pennsylvania
$360K
EWS
2340
Evergreen Wealth Solutions
Pennsylvania
$360K +$40.9K +158 +13%
CWS
2341
Cypress Wealth Services
California
$360K +$9.84K +38 +3%
MCG
2342
McCollum Christoferson Group
New York
$359K
OPWM
2343
Oxinas Partners Wealth Management
Indiana
$358K -$9.32K -36 -3%
RCM
2344
Richardson Capital Management
Wisconsin
$357K +$134K +517 +63%
ATI
2345
Act Two Investors
California
$353K +$341K +1,318 New
S
2346
Sachetta
Massachusetts
$351K -$103K -399 -23%
DC
2347
Darrow Company
Massachusetts
$351K +$259 +1 +0.1%
LA
2348
Lifeworks Advisors
Michigan
$350K -$486K -1,876 -59%
FA
2349
Fagan Associates
New York
$350K -$14.5K -56 -4%
SDJVC
2350
St. Denis J. Villere & Co
Louisiana
$348K

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.