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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
OFP
251
OLIO Financial Planning
Virginia
$54.7M +$204K +748 +0.3%
NG
252
Northstar Group
New York
$54.6M +$2.47M +9,040 +5%
AWS
253
Atria Wealth Solutions
New York
$54.6M -$906K -3,321 -2%
OIA
254
OneDigital Investment Advisors
Kansas
$54.3M +$663K +2,432 +1%
MSFS
255
Main Street Financial Solutions
Pennsylvania
$54.3M -$286K -1,050 -0.5%
RPWA
256
Regent Peak Wealth Advisors
Georgia
$54M +$2.27M +8,339 +5%
LNWTC
257
Laird Norton Wetherby Trust Company
Washington
$54M -$242K -887 -0.5%
EWA
258
EP Wealth Advisors
California
$52.7M +$5.06M +18,545 +11%
SMC
259
Smith, Moore & Co
Missouri
$52.6M +$417K +1,527 +0.8%
HCC
260
Hirtle Callaghan & Co
Pennsylvania
$52.5M +$9.1M +33,367 +22%
LW
261
Libra Wealth
California
$52.3M +$135K +494 +0.3%
AllianceBernstein
262
AllianceBernstein
Tennessee
$51.3M -$965K -3,537 -2%
PA
263
Pinnacle Associates
New York
$51.2M +$344K +1,260 +0.6%
TC
264
Trilogy Capital
California
$51M +$190K +695 +0.4%
PG
265
Proffitt & Goodson
Tennessee
$50.6M +$1.97M +7,224 +4%
BAAM
266
Baker Avenue Asset Management
California
$49.9M +$6.25M +22,901 +15%
NSAM
267
North Star Asset Management
Wisconsin
$49.8M +$1.64K +6 +0%
RW
268
REDW Wealth
New Mexico
$49.3M -$2.02M -7,408 -4%
MPW
269
Monterey Private Wealth
California
$49.2M +$3.13M +11,487 +7%
WCWM
270
Wooster Corthell Wealth Management
Connecticut
$49M -$265K -972 -0.6%
WAG
271
Winthrop Advisory Group
Massachusetts
$48.9M +$117K +430 +0.3%
HWM
272
Hemington Wealth Management
Virginia
$48.8M -$497K -1,823 -1%
MWM
273
Magnolia Wealth Management
Alabama
$48.7M -$1.79M -6,570 -4%
AA
274
Ashford Advisors
New York
$48.4M -$1.24M -4,539 -3%
PMA
275
Prudent Man Advisors
Illinois
$48.3M +$664K +2,434 +1%

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.