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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
GKIM
2776
GW&K Investment Management
Massachusetts
$67K -$38.5K -141 -37%
AWM
2777
Atticus Wealth Management
Florida
$64.6K
WCM
2778
Westend Capital Management
California
$62.3K +$60K +220 New
NRG
2779
Nemes Rush Group
Michigan
$59.3K -$49.1K -180 -44%
AIM
2780
Arcadia Investment Management
Michigan
$52.4K
PA
2781
PSI Advisors
Florida
$51K
1IA
2782
1620 Investment Advisors
Massachusetts
$49K
QCMNJ
2783
Quantum Capital Management (New Jersey)
New Jersey
$48.1K -$3K -11 -6%
DSC
2784
Duncker Streett & Co
Missouri
$45.5K
NECFA
2785
New England Capital Financial Advisors
Connecticut
$45.3K
FWA
2786
FSC Wealth Advisors
New York
$43.9K -$6.55K -24 -13%
RCM
2787
Raleigh Capital Management
North Carolina
$43.5K -$166K -608 -80%
FIM
2788
FWL Investment Management
Texas
$43.3K
DI
2789
DAGCO Inc
Ohio
$42.5K -$13.6K -50 -25%
HFM
2790
Hartford Financial Management
Connecticut
$41.3K -$2.46K -9 -6%
VWWMG
2791
Vermillion & White Wealth Management Group
Pennsylvania
$38.9K
UFAC
2792
Urban Financial Advisory Corp
Illinois
$37.1K +$35.7K +131 New
CYG
2793
Clean Yield Group
Vermont
$35.3K
CFO
2794
Colony Family Offices
North Carolina
$34.9K +$33.5K +123 New
WWP
2795
WR Wealth Planners
Missouri
$34.9K
FF
2796
Friedenthal Financial
New Jersey
$34.8K +$3K +11 +10%
MFS
2797
Mattson Financial Services
Michigan
$34.2K
NCM
2798
Northwest Capital Management
Oregon
$33.5K
MIA
2799
MeadowBrook Investment Advisors
Michigan
$32.6K +$6.82K +25 +28%
WFA
2800
Wells Financial Advisors
Massachusetts
$31.8K

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.