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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
WW
2376
Waterfront Wealth
Kansas
$334K -$65.7K -254 -17%
LFP
2377
Leeward Financial Partners
Washington
$332K +$13.2K +51 +4%
PA
2378
Paragon Advisors
Texas
$332K +$84.1K +325 +35%
CNBT
2379
Canandaigua National Bank & Trust
New York
$331K +$320K +1,237 New
CFG
2380
Compton Financial Group
Maryland
$330K
WRM
2381
Weybosset Research & Management
Rhode Island
$328K
OCM
2382
Orion Capital Management
California
$327K
SPA
2383
Sentinel Pension Advisors
Massachusetts
$327K +$316K +1,221 New
BMD
2384
Better Money Decisions
New Mexico
$327K -$45.6K -176 -13%
DIS
2385
Diversified Investment Strategies
Louisiana
$326K
NAMM
2386
NorthStar Asset Management (Massachusetts)
Massachusetts
$326K
PCM
2387
Peirce Capital Management
Texas
$326K -$505K -1,950 -62%
LEFP
2388
Leading Edge Financial Planning
Tennessee
$325K +$4.92K +19 +2%
PCMF
2389
Private Capital Management (Florida)
Florida
$325K -$20.7K -80 -6%
EWA
2390
Elevate Wealth Advisory
Georgia
$324K -$1.81K -7 -0.6%
VWM
2391
Vigilare Wealth Management
Arizona
$323K
RTL
2392
Red Tortoise LLC
Georgia
$323K
EIM
2393
Essex Investment Management
Massachusetts
$323K
AWM
2394
AAF Wealth Management
Massachusetts
$323K +$312K +1,206 New
UW
2395
Unique Wealth
Florida
$320K -$1.81K -7 -0.6%
CIA
2396
Cape Investment Advisory
Georgia
$319K -$39.1K -151 -11%
CCM
2397
Condor Capital Management
New Jersey
$319K
WHG
2398
Westwood Holdings Group
Texas
$318K
ACS
2399
Archford Capital Strategies
Illinois
$318K +$101K +391 +49%
IDA
2400
Intelligence Driven Advisers
California
$317K -$1.29K -5 -0.4%

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.