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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
LA
401
LPF Advisors
Florida
$28.5M +$587K +2,153 +2%
AWM
402
AllSquare Wealth Management
New York
$28.4M +$436K +1,599 +2%
BL
403
BFSG LLC
California
$28.3M +$990K +3,628 +4%
GL
404
Graypoint LLC
New York
$28.3M -$527K -1,933 -2%
BIG
405
Bush Investment Group
Georgia
$28.2M +$203K +745 +0.8%
OWP
406
Obermeyer Wealth Partners
Colorado
$28.1M +$1.19M +4,361 +5%
MFA
407
Morling Financial Advisors
California
$27.9M +$2.08M +7,639 +8%
CCA
408
Cobblestone Capital Advisors
New York
$27.9M -$49.4K -181 -0.2%
AI
409
Atria Investments
North Carolina
$27.8M -$3.18M -11,663 -11%
ECT
410
Ebor Charitable Trust
Wyoming
$27.7M -$427K -1,565 -2%
CIA
411
Choate Investment Advisors
Massachusetts
$27.7M
HI
412
Harbour Investments
Wisconsin
$27.6M +$4.04M +14,828 +18%
LRIA
413
Leonard Rickey Investment Advisors
Washington
$27.5M +$790K +2,898 +3%
MG
414
Mather Group
Illinois
$27.4M -$2.55M -9,360 -9%
HSA
415
HBK Sorce Advisory
Pennsylvania
$27.4M -$429K -1,574 -2%
TWA
416
Trellis Wealth Advisors
California
$27.4M -$938K -3,440 -3%
FAG
417
Financial Architects (Georgia)
Georgia
$27.1M +$45K +165 +0.2%
RC
418
Roundview Capital
New Jersey
$27M +$791K +2,899 +3%
FAIM
419
Financial Advocates Investment Management
Washington
$26.8M +$572K +2,097 +2%
GVAG
420
Great Valley Advisor Group
Delaware
$26.7M +$1.45M +5,308 +6%
AGWCA
421
Annis Gardner Whiting Capital Advisors
Florida
$26.7M +$7.28M +26,674 +40%
BFS
422
Burrus Financial Services
Utah
$26.5M -$24.3M -89,234 -49%
MIM
423
Monashee Investment Management
Massachusetts
$26.5M
JCM
424
Jacobi Capital Management
Pennsylvania
$26.5M +$19.3M +70,654 +309%
MPCL
425
My Personal CFO LLC
Washington
$26.4M +$1.3M +4,757 +5%

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.