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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
GP
276
Greenline Partners
New York
$48.2M +$565K +2,071 +1%
RAG
277
RIA Advisory Group
Iowa
$47.9M +$46.2M +169,285 New
CC
278
Cypress Capital
Tennessee
$47.7M -$9.61M -35,250 -17%
CCM
279
Carlson Capital Management
Minnesota
$47.7M +$5.71M +20,924 +14%
DFG
280
Delphi Financial Group
Delaware
$47.6M
SHWM
281
Smith & Howard Wealth Management
Georgia
$47.6M -$3.17M -11,625 -6%
WA
282
WBH Advisory
Maryland
$47.3M +$1.6M +5,873 +4%
AAMC
283
Asset Allocation & Management Company
Illinois
$47.2M -$220K -805 -0.5%
SPIA
284
Steward Partners Investment Advisory
New York
$46.4M +$3.47M +12,724 +8%
IA
285
IFG Advisory
Georgia
$46.2M +$432K +1,585 +1%
LW
286
Linscomb Wealth
Texas
$45.8M -$828K -3,036 -2%
QWM
287
Quaker Wealth Management
New Jersey
$45.7M +$44M +161,468 New
AF
288
Affiance Financial
Minnesota
$45.6M +$918K +3,365 +2%
MHR
289
Matthew Hamilton Rosenberg
$44.5M +$4.3M +15,773 +11%
PS
290
Portfolio Strategies
New York
$44.5M +$258K +947 +0.6%
Two Sigma Advisers
291
Two Sigma Advisers
New York
$44.4M -$121M -442,874 -74%
EAM
292
Evanson Asset Management
California
$44.3M +$1.52M +5,560 +4%
JFG
293
JMG Financial Group
Illinois
$44.3M -$5.62M -20,620 -12%
AT
294
Arlington Trust
Alabama
$44.2M +$10.3M +37,724 +32%
TVAMP
295
Tennessee Valley Asset Management Partners
Tennessee
$44.1M -$2.06M -7,567 -5%
KA
296
Kearns & Associates
California
$43.8M +$7.97M +29,211 +23%
CIA
297
Concurrent Investment Advisors
Florida
$43.7M -$1.61M -5,910 -4%
IWC
298
Integrated Wealth Concepts
Massachusetts
$43.7M +$262K +961 +0.6%
Principal Financial Group
299
Principal Financial Group
Iowa
$43.5M +$41.9M +153,712 New
RWI
300
Red Wave Investments
Pennsylvania
$43M -$927K -3,400 -2%

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.