We are live on ! Find out more
VTI icon

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
CCFCSB
2401
Cape Cod Five Cents Savings Bank
Massachusetts
$316K
ASBI
2402
American State Bank (Iowa)
Iowa
$316K
MHWM
2403
Montz Harcus Wealth Management
Louisiana
$316K +$50K +193 +20%
DCM
2404
Donaldson Capital Management
Indiana
$315K +$22.8K +88 +8%
SA
2405
Strategic Advisors
New York
$313K -$38.8K -150 -11%
S4W
2406
Solutions 4 Wealth
Texas
$313K +$12.9K +50 +4%
SIS
2407
Sound Income Strategies
Florida
$313K -$29.8K -115 -9%
AWM
2408
Able Wealth Management
New Jersey
$311K -$29K -112 -9%
SMWM
2409
Silvia McColl Wealth Management
California
$311K
PG
2410
Prostatis Group
Maryland
$310K +$1.29K +5 +0.4%
SPWM
2411
Schrum Private Wealth Management
Florida
$308K +$298K +1,151 New
SFS
2412
Sharp Financial Services
Pennsylvania
$305K -$83.6K -323 -22%
WAM
2413
Walker Asset Management
Missouri
$304K
FF
2414
Financial Futures
New Jersey
$304K -$24.3K -94 -8%
MWM
2415
MinichMacGregor Wealth Management
New York
$304K +$294K +1,136 New
PFA
2416
Pinnacle Family Advisors
Missouri
$304K +$2.85K +11 +1%
MFG
2417
MidWestOne Financial Group
Iowa
$302K
PMSA
2418
Patrick M. Sweeney & Associates
Illinois
$302K
TWM
2419
Trinity Wealth Management
Pennsylvania
$302K +$25.1K +97 +9%
BWP
2420
Balboa Wealth Partners
Arizona
$302K +$292K +1,129 New
WKWM
2421
Walter & Keenan Wealth Management
Indiana
$302K +$65.7K +254 +29%
GWM
2422
GoalFusion Wealth Management
Texas
$301K
TLFA
2423
True Link Financial Advisors
California
$301K +$49.7K +192 +21%
SAW
2424
Signal Advisors Wealth
Michigan
$301K +$290K +1,122 New
MM
2425
Main Management
California
$301K -$21K -81 -7%

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.