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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
JF
2501
JSF Financial
California
$305K +$62.5K +229 +27%
RWM
2502
Ruedi Wealth Management
Illinois
$305K +$546 +2 +0.2%
NP
2503
Nilsine Partners
Colorado
$304K -$12.3K -45 -4%
HF
2504
Halpern Financial
Virginia
$304K
SPAS
2505
Spectrum Planning & Advisory Services
California
$303K
WFA
2506
Websterrogers Financial Advisors
South Carolina
$302K +$291K +1,067 New
RCG
2507
Ruane, Cunniff & Goldfarb
New York
$302K +$290K +1,065 New
FWIA
2508
Fort Washington Investment Advisors
Ohio
$299K -$57.6K -211 -17%
CWP
2509
Core Wealth Partners
California
$299K
DCM
2510
Donaldson Capital Management
Indiana
$299K -$33K -121 -10%
MSFP
2511
Mark Sheptoff Financial Planning
Connecticut
$298K
FAM
2512
Flaharty Asset Management
Florida
$297K +$20.5K +75 +8%
SAM
2513
Strategy Asset Managers
California
$296K +$4.64K +17 +2%
HBW
2514
Hazlett, Burt & Watson
West Virginia
$296K -$55.6K -204 -16%
WHCFA
2515
William Howard & Co Financial Advisors
Tennessee
$296K +$285K +1,046 New
VW
2516
Vance Wealth
California
$296K +$1.36K +5 +0.5%
MFG
2517
Mendota Financial Group
Wisconsin
$295K +$16.9K +62 +6%
DWM
2518
Dopkins Wealth Management
New York
$294K -$271K -992 -49%
LWP
2519
Laurel Wealth Planning
Minnesota
$293K -$546 -2 -0.2%
HA
2520
Hofer & Associates
California
$293K -$18.5K -68 -6%
FC
2521
Financial Consulate
Maryland
$293K +$546 +2 +0.2%
FPWM
2522
FSB Premier Wealth Management
Iowa
$292K
SAM
2523
Seelaus Asset Management
New Jersey
$290K +$28.4K +104 +11%
WMP
2524
Wealth Management Partners
Arizona
$289K -$20.2K -74 -7%
TP
2525
Tranquility Partners
Tennessee
$289K

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.