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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
FFB
2676
First Financial Bankshares
Texas
$216K -$165K -604 -44%
KIG
2677
Kennedy Investment Group
New Jersey
$216K -$11.2K -41 -5%
FLA
2678
Financial Life Advisors
Texas
$215K
MTIC
2679
Missouri Trust & Investment Company
Missouri
$215K
BFP
2680
Brewster Financial Planning
New York
$214K
WGC
2681
Watts Gwilliam & Co
Arizona
$213K +$206K +754 New
WLG
2682
Williamson Legacy Group
Indiana
$213K -$2.46K -9 -1%
SIG
2683
Sargent Investment Group
Maryland
$212K -$30K -110 -13%
RAM
2684
Riggs Asset Management
Pennsylvania
$212K
SC
2685
Shearwater Capital
Colorado
$212K +$204K +747 New
CAM
2686
Chesapeake Asset Management
New York
$212K +$107K +392 +110%
MLFP
2687
MPS Loria Financial Planners
Illinois
$211K +$203K +746 New
AIP
2688
Ameritas Investment Partners
Nebraska
$211K +$81.8K +300 +67%
PF
2689
Prosperitas Financial
California
$211K +$203K +745 New
ACM
2690
Ardent Capital Management
Ohio
$211K +$203K +744 New
SFB
2691
STAR Financial Bank
Indiana
$210K -$914K -3,352 -82%
TMWM
2692
Taylor & Morgan Wealth Management
Michigan
$209K +$202K +739 New
FPFS
2693
First Personal Financial Services
North Carolina
$207K
GFA
2694
Grunden Financial Advisory
Texas
$207K -$5.18K -19 -3%
EGA
2695
E&G Advisors
Texas
$207K -$19.9K -73 -9%
XWM
2696
Xcel Wealth Management
Florida
$207K +$199K +731 New
BBNA
2697
Bremer Bank National Association
Minnesota
$207K -$7.36K -27 -4%
WSC
2698
Wellington Shields & Co
New York
$207K
CTFG
2699
Capstone Triton Financial Group
Oklahoma
$206K +$199K +728 New
CCP
2700
Clarity Capital Partners
California
$206K +$198K +726 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.