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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
HCM
476
Hollencrest Capital Management
California
$20.6M -$1.57M -5,759 -7%
CPIG
477
Chicago Partners Investment Group
Illinois
$20.6M +$652K +2,389 +3%
SYBT
478
Stock Yards Bank & Trust
Kentucky
$20.6M -$474K -1,738 -2%
KPP
479
Kings Path Partners
Texas
$20.5M +$1.27M +4,674 +7%
CA
480
Continuum Advisory
Idaho
$20.5M +$1.7M +6,229 +10%
KDA
481
Kraft Davis & Associates
Missouri
$20.4M -$214K -786 -1%
SIC
482
Sigma Investment Counselors
Michigan
$20.4M -$366K -1,341 -2%
FCM
483
Firestone Capital Management
Florida
$20.3M +$777K +2,849 +4%
M&T Bank
484
M&T Bank
New York
$20.3M -$220K -808 -1%
CIG
485
Cascade Investment Group
Colorado
$20.2M +$483K +1,772 +3%
GWM
486
Geneos Wealth Management
Colorado
$20.2M -$1.19M -4,362 -6%
NAMP
487
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$20.2M +$639K +2,344 +3%
CNBT
488
Cornerstone National Bank & Trust
Illinois
$20.1M +$693K +2,542 +4%
SRB
489
Shotwell Rutter Baer
Michigan
$20.1M +$312K +1,145 +2%
SA
490
SpiderRock Advisors
Delaware
$20M -$1.93M -7,077 -9%
ML
491
Mayport LLC
Massachusetts
$20M +$726K +2,663 +4%
CFS
492
Cannon Financial Strategists
Georgia
$20M +$952K +3,492 +5%
JIC
493
Johnson Investment Counsel
Ohio
$19.9M +$958K +3,511 +5%
DW30
494
Drucker Wealth 3.0
New Jersey
$19.9M +$267K +978 +1%
BC
495
Barrett & Company
Rhode Island
$19.7M +$2M +7,340 +12%
SAM
496
Satovsky Asset Management
New York
$19.6M +$377K +1,382 +2%
BSHC
497
Breed's Hill Capital
Massachusetts
$19.6M
ASN
498
Advisory Services Network
Georgia
$19.4M
IAIM
499
Industrial Alliance Investment Management
Quebec, Canada
$19.4M -$189K -692 -1%
WIM
500
Warwick Investment Management
Texas
$19.3M +$187K +684 +1%

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.