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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
VWM
2801
Valley Wealth Managers
New Jersey
$31.1K
JPWM
2802
Jamison Private Wealth Management
Georgia
$30K
HCP
2803
Hexagon Capital Partners
Arkansas
$28.6K
KA
2804
Kozak & Associates
Colorado
$28.4K +$273 +1 +1%
MIM
2805
MTM Investment Management
South Carolina
$27.7K +$1.09K +4 +4%
TIM
2806
Thompson Investment Management
Wisconsin
$25.5K
OHWP
2807
Oak Harbor Wealth Partners
North Carolina
$22.9K
GGI
2808
Godsey & Gibb Inc
Virginia
$21.5K +$20.7K +76 New
PS
2809
Planned Solutions
California
$21.5K +$20.7K +76 New
SFA
2810
Semmax Financial Advisors
North Carolina
$21.4K +$6.55K +24 +50%
RAM
2811
Ramirez Asset Management
New York
$21.2K
AWA
2812
Authentikos Wealth Advisory
California
$20.7K +$19.9K +73 New
BC
2813
Broadwater Capital
Massachusetts
$20.4K
HI
2814
Hoey Investments
Pennsylvania
$20.1K
MLA
2815
MB, Levis & Associates
Pennsylvania
$18.9K +$818 +3 +5%
VWA
2816
Valued Wealth Advisors
Utah
$17.1K -$546 -2 -3%
FVIM
2817
Fort Vancouver Investment Management
Washington
$17K +$16.4K +60 New
FCM
2818
Fourpath Capital Management
Oklahoma
$15.7K +$15K +55 New
CMP
2819
Coston McIsaac & Partners
Maine
$15.2K +$514K +1,886 +4%
MFA
2820
McClarren Financial Advisors
Pennsylvania
$14.3K +$1.69M +6,197 +11%
Harris Associates
2821
Harris Associates
Illinois
$14.2K +$13.6K +50 New
PFA
2822
Pathway Financial Advisers
Indiana
$12.9K +$6.55K +24 +109%
PP
2823
PFS Partners
New Jersey
$11.9K
RWA
2824
Redmont Wealth Advisors
Illinois
$11.6K
CP
2825
Covenant Partners
Tennessee
$11.3K +$10.9K +40 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.