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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
VAG
2751
VisionPoint Advisory Group
Texas
$106K
MAM
2752
Marquette Asset Management
Minnesota
$105K
CFS
2753
CGC Financial Services
Oregon
$103K +$273 +1 +0.3%
SC
2754
Stephens Consulting
Michigan
$101K -$12K -44 -11%
FGC
2755
Financial Gravity Companies
Texas
$101K +$97.4K +357 New
RL
2756
Rogco LP
Oklahoma
$101K
FFA
2757
Founders Financial Alliance
North Carolina
$99.7K
CWM
2758
Compass Wealth Management
Connecticut
$99.1K -$3.55K -13 -4%
BHWM
2759
Bay Harbor Wealth Management
Maryland
$96.9K -$2.18K -8 -2%
CH
2760
Canton Hathaway
Rhode Island
$96K
UIA
2761
Ulland Investment Advisors
Minnesota
$95K
SIS
2762
Strategic Investment Solutions
Illinois
$91.4K
JEST
2763
JTC Employer Solutions Trustee
Jersey
$91K
FMB
2764
Field & Main Bank
Kentucky
$89.5K
ABWM
2765
Alpine Bank Wealth Management
Colorado
$87.8K +$84.6K +310 New
JFG
2766
JDM Financial Group
Texas
$86.9K
RMC
2767
Resources Management Corp
Connecticut
$85K
BA
2768
Ballast Advisors
Minnesota
$84.4K
PWMG
2769
Prestige Wealth Management Group
New Jersey
$83.3K
PAIM
2770
Punch & Associates Investment Management
Minnesota
$82.1K +$4.64K +17 +6%
AWM
2771
Activest Wealth Management
Florida
$79.9K
DWM
2772
Darwin Wealth Management
Florida
$77K +$74.2K +272 New
SVCP
2773
Silicon Valley Capital Partners
California
$72.8K -$38.2K -140 -35%
M
2774
MOTCO
Texas
$71.4K -$25.1K -92 -27%
GWP
2775
Gen-Wealth Partners
Michigan
$71.2K -$6.27K -23 -8%

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.