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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
State of Tennessee, Department of Treasury
26
State of Tennessee, Department of Treasury
Tennessee
$705M +$26.7M +97,787 +4%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$696M +$11.6M +42,686 +2%
Ameriprise
28
Ameriprise
Minnesota
$673M +$7.47M +27,399 +1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$652M -$7.68M -28,148 -1%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$632M -$63.7M -233,390 -9%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$629M -$39.5M -144,737 -6%
SCM
32
SCS Capital Management
Massachusetts
$599M -$7.29M -26,727 -1%
Goldman Sachs
33
Goldman Sachs
New York
$585M +$109M +397,824 +24%
FWI
34
Facet Wealth Inc
Maryland
$558M +$20.2M +74,163 +4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$536M +$69M +252,927 +15%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$499M -$430M -1,575,000 -47%
SC
37
Savant Capital
Illinois
$496M +$220M +805,996 +85%
Brown Advisory
38
Brown Advisory
Maryland
$490M +$159M +584,136 +51%
HighTower Advisors
39
HighTower Advisors
Illinois
$488M -$30.2M -110,668 -6%
Empower Advisory Group
40
Empower Advisory Group
Colorado
$471M -$1.9M -6,980 -0.4%
Mariner
41
Mariner
Kansas
$447M +$2.12M +7,780 +0.5%
EI
42
Ellevest Inc
New York
$435M +$4M +14,678 +1%
Osaic Holdings
43
Osaic Holdings
Arizona
$420M -$35.7M -130,836 -8%
SF
44
Summit Financial
New Jersey
$412M -$21.4M -78,511 -5%
PIMG
45
Patriot Investment Management Group
Tennessee
$412M +$1.54M +5,662 +0.4%
BOH
46
Bank of Hawaii
Hawaii
$395M +$9.71M +35,614 +3%
WCM
47
Wealthcare Capital Management
Virginia
$384M -$22.4M -82,000 -6%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$380M +$60.5M +221,809 +20%
PCIA
49
Prime Capital Investment Advisors
Kansas
$365M -$4.97M -18,206 -1%
FG
50
Foster Group
Iowa
$361M +$106K +387 +0%

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.