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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
SFA
2701
Spectrum Financial Alliance
Kentucky
$206K +$198K +726 New
SP
2702
Stonebrook Private
Michigan
$205K +$198K +725 New
SPFA
2703
Summit Place Financial Advisors
New Jersey
$205K +$198K +725 New
TTWM
2704
TCV Trust & Wealth Management
Virginia
$204K -$62.2K -228 -24%
MWM
2705
Mindset Wealth Management
Indiana
$204K +$196K +719 New
HHRDM
2706
H&H Retirement Design & Management
Nevada
$203K -$1.22M -4,462 -86%
SWM
2707
SK Wealth Management
Rhode Island
$203K +$188K +691 New
TWP
2708
Total Wealth Planning
Ohio
$202K +$194K +713 New
SFG
2709
Synergy Financial Group
California
$201K +$194K +710 New
BOC
2710
Bull Oak Capital
California
$200K
PCG
2711
PFC Capital Group
California
$198K
EA
2712
Evolution Advisers
Virginia
$198K +$308K +1,128 +3%
4FG
2713
4Thought Financial Group
New York
$190K -$2.18K -8 -1%
RA
2714
Rise Advisors
New York
$189K +$7.36K +27 +4%
IRC
2715
Investors Research Corp
Georgia
$187K +$16.6K +61 +10%
FFC
2716
First Financial Corp
Indiana
$177K
LIA
2717
Luken Investment Analytics
Tennessee
$173K
KHC
2718
Koesten Hirschmann & Crabtree
Kansas
$172K -$106K -387 -39%
LB
2719
Legacy Bridge
Iowa
$170K
ATC
2720
Advantage Trust Company
Kansas
$170K +$164K +600 New
BCA
2721
Bray Capital Advisors
Florida
$169K
EPW
2722
Evergreen Private Wealth
Colorado
$162K -$6K -22 -4%
DWA
2723
Dougherty Wealth Advisers
Minnesota
$162K -$1.91K -7 -1%
JWM
2724
Jupiter Wealth Management
Colorado
$162K +$156K +572 New
MWA
2725
Moser Wealth Advisors
Washington
$160K

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.