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Vanguard Total Stock Market ETF

2,734 hedge funds and large institutions have $121B invested in Vanguard Total Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,193 increasing their positions, 1,019 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 86

101% more call options, than puts

Call options by funds: $212M | Put options by funds: $106M

17% more repeat investments, than reductions

Existing positions increased: 1,193 | Existing positions reduced: 1,019

7% more capital invested

Capital invested by funds: $113B → $121B (+$7.63B)

3% more funds holding in top 10

Funds holding in top 10: 583601 (+18)

2% more funds holding

Funds holding: 2,6802,734 (+54)

1.71% less ownership

Funds ownership: 33.42%31.71% (-1.7%)

Holders
2,734
Holders Change
+54
Holders Change %
+2.01%
% of All Funds
39.38%
Holding in Top 10
601
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+3.09%
% of All Funds
8.66%
New
176
Increased
1,193
Reduced
1,019
Closed
86
Calls
$212M
Puts
$106M
Net Calls
+$107M
Net Calls Change
-$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.2B +$996M +4,024,631 +10%
RIM
2
Rakuten Investment Management
Japan
$10.4B +$222M +896,200 +2%
Betterment LLC
3
Betterment LLC
New York
$7.51B -$159M -642,084 -2%
US Bancorp
4
US Bancorp
Minnesota
$4.29B -$179M -725,356 -4%
Wealthfront Advisers
5
Wealthfront Advisers
California
$3.96B +$160M +647,937 +4%
Bank of America
6
Bank of America
North Carolina
$3.37B -$70.5M -284,770 -2%
LPL Financial
7
LPL Financial
California
$3.25B -$380M -1,533,960 -11%
Morgan Stanley
8
Morgan Stanley
New York
$3.14B -$2.91B -11,763,049 -49%
WI
9
WealthNavi Inc
Japan
$2.74B -$8.02M -32,418 -0.3%
Northern Trust
10
Northern Trust
Illinois
$2.45B -$61.3M -247,836 -3%
AF
11
Allworth Financial
California
$2.15B +$28.3M +114,231 +1%
Creative Planning
12
Creative Planning
Kansas
$1.93B -$145M -586,082 -7%
HWM
13
HB Wealth Management
Georgia
$1.87B +$72.9M +294,495 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.7B -$25.7M -103,918 -2%
Wells Fargo
15
Wells Fargo
California
$1.59B +$9.6M +38,784 +0.6%
BP
16
Ballentine Partners
Massachusetts
$1.55B +$8.74M +35,319 +0.6%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.14B -$7.74M -31,291 -0.7%
UBS Group
18
UBS Group
Switzerland
$1.08B +$15M +60,746 +1%
NAM
19
Nissay Asset Management
Japan
$1.03B +$78.5M +317,478 +9%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$977M +$5.14M +20,791 +0.6%
NMIFOAC
21
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$931M -$214M -863,000 -19%
Goldman Sachs
22
Goldman Sachs
New York
$900M -$13.7M -55,406 -2%
MIS
23
Morningstar Investment Services
Illinois
$880M -$788M -3,184,369 -48%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$773M +$5.42M +21,926 +0.7%
SFA
25
Sequoia Financial Advisors
Ohio
$732M +$28.3M +114,402 +4%

VTI Hedge Fund Activity: Q1 2024 in Review

2,734 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q1 2024, worth a combined $121B — up 6.7% from $113B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new VTI positions and 86 closed out — a net gain of 90 holders — while 1,193 added to existing stakes and 1,019 trimmed.

The largest buyer was Vanguard Group, adding an estimated $996M. The largest seller was Morgan Stanley, cutting an estimated $2.91B.

  • 2,734 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q1 2024, up from 2,680 in Q4 2023.
  • Funds reported $121B of Vanguard Total Stock Market ETF stock for Q1 2024, up 6.7% quarter-over-quarter.
  • 176 funds opened new Vanguard Total Stock Market ETF positions in Q1 2024 and 86 closed out, a net change of +90 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q1 2024 was Vanguard Group, an estimated $996M added.
  • The largest Vanguard Total Stock Market ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.91B sold.

Based on aggregated 13F filings for Q1 2024.