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Vanguard Morningstar Total Stock Market ETF

2,847 hedge funds and large institutions have $133B invested in Vanguard Morningstar Total Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,210 increasing their positions, 1,040 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $509M | Put options by funds: $163M

163% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 67

16% more repeat investments, than reductions

Existing positions increased: 1,210 | Existing positions reduced: 1,040

6% more capital invested

Capital invested by funds: $126B → $133B (+$7.37B)

3% more funds holding

Funds holding: 2,7762,847 (+71)

1.31% less ownership

Funds ownership: 31.9%30.59% (-1.3%)

1% less funds holding in top 10

Funds holding in top 10: 590582 (-8)

Holders
2,847
Holders Change
+71
Holders Change %
+2.56%
% of All Funds
40.88%
Holding in Top 10
582
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-1.36%
% of All Funds
8.36%
New
176
Increased
1,210
Reduced
1,040
Closed
67
Calls
$509M
Puts
$163M
Net Calls
+$346M
Net Calls Change
+$277M
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
226
Jaffetilchin Investment Partners
Florida
$62.6M -$1.38M -5,056 -2%
TFCP
227
Twin Focus Capital Partners
Massachusetts
$62.4M +$723K +2,650 +1%
FBT
228
First Bank & Trust
South Dakota
$61.6M -$620K -2,273 -1%
HTC
229
Haverford Trust Company
Pennsylvania
$61.5M -$1.31M -4,789 -2%
WFA
230
Wade Financial Advisory
California
$61.3M +$374K +1,372 +0.6%
HA
231
Hanover Advisors
South Carolina
$60.8M -$351K -1,287 -0.6%
SWP
232
Stratos Wealth Partners
Ohio
$60.7M +$6.86M +25,164 +13%
CWM
233
Cedar Wealth Management
California
$59.6M -$111K -408 -0.2%
APG
234
Abacus Planning Group
South Carolina
$59M -$1.35M -4,963 -2%
AI
235
Axos Invest
Nevada
$59M +$56.8M +208,393 New
ECG
236
EPIQ Capital Group
California
$59M -$162K -595 -0.3%
NHC
237
Nicholas Hoffman & Company
Georgia
$58.1M -$94.1K -345 -0.2%
EK
238
Evensky & Katz
Florida
$58.1M +$126K +463 +0.2%
PWM
239
Prentice Wealth Management
New York
$58.1M +$1.03M +3,787 +2%
OA
240
Operose Advisors
Wisconsin
$57.3M +$2.39M +8,749 +5%
UI
241
Unconventional Investor
New Hampshire
$57.1M +$1.89M +6,926 +4%
CGL
242
Clarius Group LLC
Washington
$57.1M -$2.05M -7,534 -4%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$56.8M +$5.75M +21,095 +12%
WFA
244
Wellspring Financial Advisors
Ohio
$56.6M -$284K -1,042 -0%
PAS
245
Park Avenue Securities
New York
$56.6M -$1.89M -6,922 -3%
BFP
246
Briaud Financial Planning
Texas
$56.6M +$1.09M +4,004 +2%
CL
247
Choreo LLC
Illinois
$55.6M +$1.9M +6,984 +4%
CB
248
Commerce Bank
Missouri
$55.5M +$1.84M +6,743 +4%
UOMF
249
University of Maryland Foundation
Maryland
$55M
JFGLC
250
Johnson Financial Group LLC (Colorado)
Colorado
$54.8M -$377K -1,382 -0.7%

VTI Hedge Fund Activity: Q3 2024 in Review

2,847 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q3 2024, worth a combined $133B — up 5.9% from $126B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new VTI positions and 67 closed out — a net gain of 109 holders — while 1,210 added to existing stakes and 1,040 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.28B. The largest seller was Strategic Financial Concepts, cutting an estimated $2.79B.

  • 2,847 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q3 2024, up from 2,776 in Q2 2024.
  • Funds reported $133B of Vanguard Morningstar Total Stock Market ETF stock for Q3 2024, up 5.9% quarter-over-quarter.
  • 176 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q3 2024 and 67 closed out, a net change of +109 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q3 2024 was Vanguard Group, an estimated $1.28B added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $2.79B sold.

Based on aggregated 13F filings for Q3 2024.