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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
JWA
601
JFS Wealth Advisors
Pennsylvania
$14.1M +$5.03M +18,443 +59%
NC
602
NovaPoint Capital
Georgia
$14.1M -$1.84M -6,749 -12%
FTA
603
Financial & Tax Architects
Missouri
$14.1M -$2.83M -10,359 -17%
CI
604
Conning Inc
Connecticut
$14M
FF
605
Farnam Financial
Arizona
$13.9M +$13.4M +49,245 New
IA
606
IFP Advisors
Florida
$13.9M +$4.53M +16,592 +51%
IAN
607
Integrated Advisors Network
Texas
$13.9M +$362K +1,326 +3%
HL
608
HeadInvest LLC
Maine
$13.8M +$170K +625 +1%
PHWM
609
Pine Harbor Wealth Management
Maryland
$13.8M -$1.33M -4,880 -9%
GA
610
GoalVest Advisory
New York
$13.8M -$1.1M -4,041 -8%
NCM
611
Northland Capital Management
Minnesota
$13.7M +$1.4M +5,126 +12%
LA
612
Lane & Associates
New Jersey
$13.7M +$643K +2,356 +5%
APW
613
Atlantic Private Wealth
North Carolina
$13.5M -$81.8K -300 -0.6%
CAM
614
Clark Asset Management
New Hampshire
$13.5M -$1.02M -3,730 -7%
BFAG
615
Blackston Financial Advisory Group
Florida
$13.4M +$12.9M +47,426 New
KA
616
Klingman & Associates
New York
$13.4M +$745K +2,731 +6%
SPC
617
Sigma Planning Corp
Michigan
$13.4M -$99.8K -366 -0.8%
PNC
618
Park National Corp
Ohio
$13.3M +$2.49M +9,126 +24%
P
619
&Partners
Tennessee
$13.3M +$5.06M +18,535 +65%
Prudential Financial
620
Prudential Financial
New Jersey
$13.3M +$822K +3,015 +7%
AP
621
Aspect Partners
Virginia
$13.2M -$125K -457 -1%
MCC
622
Maiden Cove Capital
Maine
$13.1M +$1.34M +4,896 +12%
SMI
623
Shelter Mutual Insurance
Missouri
$13M
AAS
624
Ameritas Advisory Services
Nebraska
$12.9M -$5.97M -21,873 -32%
BPWM
625
Badgley Phelps Wealth Managers
Washington
$12.9M +$813K +2,982 +7%

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.