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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
AWM
526
Apollon Wealth Management
South Carolina
$17.2M -$456K -1,670 -3%
SFO
527
Stokes Family Office
Louisiana
$17.2M -$1.64K -6 -0%
PWA
528
Peterson Wealth Advisors
Utah
$17.2M -$823K -3,019 -5%
AIP
529
Almanack Investment Partners
Pennsylvania
$17.1M -$651K -2,385 -4%
BP
530
BWM Planning
Texas
$17.1M +$16.5M +60,370 New
PHAM
531
Palisades Hudson Asset Management
Florida
$17.1M -$45.3K -166 -0.3%
FDCDDQ
532
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17M -$860K -3,154 -5%
MCM
533
MontVue Capital Management
Virginia
$17M -$441K -1,616 -3%
SPIO
534
Seven Post Investment Office
California
$17M +$27.5K +101 +0.2%
SWIG
535
Strategic Wealth Investment Group
Kentucky
$16.8M -$16.1M -58,929 -50%
PGA
536
Portland Global Advisors
Maine
$16.7M -$169K -620 -1%
Allspring Global Investments
537
Allspring Global Investments
North Carolina
$16.7M +$9.51M +34,870 +144%
SP
538
Symmetry Partners
Connecticut
$16.7M -$74.2M -272,009 -82%
GT
539
Glenview Trust
Kentucky
$16.6M -$28.1K -103 -0.2%
AW
540
Avion Wealth
Texas
$16.6M -$866K -3,174 -5%
WHCI
541
W.H. Cornerstone Investments
Massachusetts
$16.5M +$3.02M +11,054 +23%
LIWM
542
Long Island Wealth Management
New York
$16.5M +$35.7K +131 +0.2%
AGC
543
Aspen Grove Capital
Colorado
$16.5M +$324K +1,189 +2%
WIM
544
Westside Investment Management
California
$16.4M +$587K +2,151 +4%
CT
545
Coastline Trust
Rhode Island
$16.4M -$185K -680 -1%
FDCP
546
Foster Dykema Cabot & Partners
Massachusetts
$16.4M +$750K +2,748 +5%
RMDI
547
R.M. Davis Inc
Maine
$16.4M -$901K -3,302 -5%
AFA
548
AA Financial Advisors
Ohio
$16.3M +$2.48M +9,097 +19%
STCOSD
549
Sageworth Trust Company of South Dakota
South Dakota
$16.2M -$64.4K -236 -0.4%
WP
550
WealthPLAN Partners
Nebraska
$16.2M -$22.2M -81,401 -59%

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.