Aggregate 13F filings for the 06/30/2024 reporting period indicate institutional investors significantly increased their collective holdings of the Vanguard Total Stock Market ETF (VTI) by approximately 6.22%, or 372,488 shares, between Q1 and Q2 2024. This broad increase across 323 funds, despite individual variations within a smaller sample of recent filers, suggests a continued preference for diversified, total U.S. equity market exposure among major investors.
An examination of 13F filings for the period ending June 30, 2024, reveals a significant increase in institutional ownership of the Vanguard Total Stock Market ETF (VTI). Across a broad sample of 323 funds, aggregate holdings rose by 372,488 shares to 6,361,226, representing a 6.22% increase from the previous quarter. This suggests a strengthening institutional consensus favouring broad exposure to the U.S. equity market during the second quarter. However, this macro trend is contrasted by a more mixed picture within a smaller, recent batch of 25 filers, where ten funds decreased their positions versus only four that increased them. Despite this, the magnitude of buying from a few managers, such as Cherrydale Wealth Management (+14,487 shares) and Carlson Capital Management (+4,979 shares), led to a net increase even within this smaller sample. It is critical to note that this analysis is based on long-only 13F disclosures, which do not reflect potential hedging or short positions, thus providing an incomplete view of a manager's total exposure.
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