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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.3B +$822M +3,177,644 +7%
RIM
2
Rakuten Investment Management
Japan
$11.2B +$398M +1,538,800 +4%
Betterment LLC
3
Betterment LLC
New York
$7.57B -$154M -596,922 -2%
Wealthfront Advisers
4
Wealthfront Advisers
California
$4B -$68M -262,806 -2%
US Bancorp
5
US Bancorp
Minnesota
$3.6B -$1.24B -4,801,059 -26%
Bank of America
6
Bank of America
North Carolina
$3.59B +$109M +421,318 +3%
LPL Financial
7
LPL Financial
California
$3.41B +$63.1M +243,976 +2%
Morgan Stanley
8
Morgan Stanley
New York
$3.31B +$72.2M +278,831 +2%
WI
9
WealthNavi Inc
Japan
$2.94B +$115M +443,054 +4%
Northern Trust
10
Northern Trust
Illinois
$2.63B +$104M +403,608 +4%
AF
11
Allworth Financial
California
$2.24B +$4.48M +17,326 +0.2%
HWM
12
HB Wealth Management
Georgia
$1.98B +$65.4M +252,733 +3%
Creative Planning
13
Creative Planning
Kansas
$1.89B -$89.4M -345,386 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.74B -$14M -53,961 -0.8%
BP
15
Ballentine Partners
Massachusetts
$1.59B -$8.28M -32,001 -0.5%
Wells Fargo
16
Wells Fargo
California
$1.59B -$43M -166,229 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.22B +$46.8M +180,858 +4%
UBS Group
18
UBS Group
Switzerland
$1.13B +$14.6M +56,503 +1%
NAM
19
Nissay Asset Management
Japan
$1.06B
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$1.03B +$19.7M +76,063 +2%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$893M +$864M +3,337,800 New
MIS
22
Morningstar Investment Services
Illinois
$887M -$24.2M -93,409 -3%
SFA
23
Sequoia Financial Advisors
Ohio
$784M +$29.7M +114,647 +4%
NMIFOAC
24
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$780M -$173M -667,000 -19%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$716M -$16.1M -62,211 -2%

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.