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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
IHWM
2651
Iron Horse Wealth Management
Iowa
$225K
IPW
2652
Invictus Private Wealth
Colorado
$224K +$2.73K +10 +1%
PPWM
2653
Perissos Private Wealth Management
Oklahoma
$224K +$546 +2 +0.3%
DIM
2654
DLK Investment Management
California
$224K -$24.3K -89 -10%
SHF
2655
Stage Harbor Financial
Massachusetts
$224K
SIA
2656
Spectrum Investment Advisors
Wisconsin
$222K -$169K -619 -44%
SIC
2657
Sterling Investment Counsel
New York
$222K
CCWM
2658
Correct Capital Wealth Management
Missouri
$221K +$213K +782 New
MAG
2659
MRA Advisory Group
New Jersey
$221K
BFWM
2660
Bright Futures Wealth Management
New York
$220K -$12.5K -46 -6%
MCM
2661
Monarch Capital Management
Indiana
$220K -$273 -1 -0.1%
UCI
2662
Uncommon Cents Investing
Wisconsin
$220K
SHIM
2663
Stone House Investment Management
Pennsylvania
$220K +$818 +3 +0.4%
TA
2664
Townsend & Associates
Colorado
$220K -$11.7K -43 -5%
POIA
2665
Pin Oak Investment Advisors
Texas
$220K
IWS
2666
Insight Wealth Strategies
California
$220K +$273 +1 +0.1%
EFA
2667
Edge Financial Advisors
Illinois
$220K -$212K -778 -50%
CT
2668
Colonial Trust
South Carolina
$219K
CWA
2669
Consilio Wealth Advisors
Washington
$219K -$458K -1,678 -68%
RWMH
2670
Riverpoint Wealth Management Holdings
Illinois
$219K +$818 +3 +0.4%
CTI
2671
Community Trust & Investment
Kentucky
$219K
FAM
2672
Fenimore Asset Management
New York
$219K
SA
2673
Stewardship Advisors
Pennsylvania
$217K
WBG
2674
Wharton Business Group
Pennsylvania
$217K
CWM
2675
Centric Wealth Management
Illinois
$217K +$202K +739 New

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.