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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
ATC
551
Argent Trust Co
Tennessee
$16.2M -$130K -477 -0.8%
MGWA
552
Monument Group Wealth Advisors
Massachusetts
$16.2M -$281K -1,032 -2%
CA
553
Cresta Advisors
Texas
$16.2M +$5.07M +18,594 +48%
UB
554
UMB Bank
Missouri
$16.1M +$151K +555 +1%
DWT
555
Dorsey & Whitney Trust
South Dakota
$16M -$42.5K -156 -0.3%
SWM
556
Sanctuary Wealth Management
Idaho
$15.9M -$494K -1,810 -3%
NEAM
557
New England Asset Management
Connecticut
$15.9M
SFA
558
Source Financial Advisors
New York
$15.9M -$82.4K -302 -0.5%
NP
559
NorthRock Partners
Minnesota
$15.8M +$11.2K +41 +0.1%
AO
560
Advisor OS
Illinois
$15.7M +$286K +1,050 +2%
EF
561
Empirical Finance
Pennsylvania
$15.7M
WWM
562
Western Wealth Management
Colorado
$15.6M +$2.51M +9,188 +20%
LFS
563
Legacy Financial Strategies
Kansas
$15.6M +$411K +1,505 +3%
CCWA
564
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.5M +$428K +1,568 +3%
SWA
565
Stratos Wealth Advisors
Ohio
$15.5M +$501K +1,836 +3%
EGWAG
566
Elwood & Goetz Wealth Advisory Group
Georgia
$15.4M -$201K -737 -1%
GFG
567
Goldstone Financial Group
Illinois
$15.4M +$907K +3,325 +7%
ACA
568
Aptus Capital Advisors
Alabama
$15.4M +$6.6M +24,197 +80%
CM
569
Cornerstone Management
Georgia
$15.4M -$188K -690 -1%
RFP
570
Root Financial Partners
California
$15.3M +$3.45M +12,661 +31%
SC
571
Seldon Capital
California
$15.3M
PCP
572
Proficio Capital Partners
Massachusetts
$15.3M -$26.3M -96,374 -64%
MWM
573
Modern Wealth Management
Kansas
$15.2M +$987K +3,619 +7%
TWA
574
TCI Wealth Advisors
Arizona
$15.2M -$35.7K -131 -0.2%
Chevy Chase Trust
575
Chevy Chase Trust
Maryland
$15.2M +$1.34M +4,900 +10%

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.