We are live on ! Find out more
VTI icon

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
WC
2551
Woodstock Corp
Massachusetts
$275K +$14.2K +52 +6%
BDFN
2552
Bond & Devick Financial Network
Minnesota
$274K -$151K -555 -36%
MCM
2553
Mengis Capital Management
Oregon
$274K
GCM
2554
Gibraltar Capital Management
Oklahoma
$273K +$263K +964 New
PFG
2555
Peterson Financial Group
Iowa
$272K -$2.73K -10 -1%
AFTS
2556
American Financial & Tax Strategies
New York
$272K
FWM
2557
FMB Wealth Management
California
$272K
DI
2558
DDFG Inc
California
$271K +$818 +3 +0.3%
GAM
2559
GEM Asset Management
Michigan
$271K +$273 +1 +0.1%
RSA
2560
River Street Advisors
Illinois
$269K
CCA
2561
Cadent Capital Advisors
Oklahoma
$269K
OGF
2562
Orin Green Financial
California
$269K
GAM
2563
Garrison Asset Management
Arkansas
$269K +$259K +949 New
CCB
2564
Cutter & Co Brokerage
Missouri
$268K -$24.8K -91 -9%
PIM
2565
Provident Investment Management
Michigan
$268K
SWAG
2566
Spectrum Wealth Advisory Group
California
$266K +$30.3K +111 +13%
NBT
2567
Northwest Bank & Trust
Iowa
$266K
NPPM
2568
North Point Portfolio Managers
Ohio
$264K
PMG
2569
Private Management Group
California
$264K -$6K -22 -2%
VP
2570
Verum Partners
North Carolina
$264K -$37.6K -138 -13%
TCWA
2571
Turtle Creek Wealth Advisors
Texas
$264K +$58.9K +216 +30%
CW
2572
Code Waechter
Florida
$263K +$253K +929 New
TFM
2573
TFC Financial Management
Massachusetts
$263K -$19.9K -73 -7%
CCG
2574
Coastwise Capital Group
California
$262K +$253K +926 New
TFA
2575
Teamwork Financial Advisors
Texas
$261K +$16.9K +62 +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.