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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
CWM
701
Cahill Wealth Management
Michigan
$10.3M -$79.6K -292 -0.8%
SF
702
Symphony Financial
Texas
$10.3M +$397K +1,454 +4%
ACIM
703
Azimuth Capital Investment Management
Michigan
$10.2M +$17.7K +65 +0.2%
ACA
704
Atlas Capital Advisors
Wyoming
$10.2M +$200K +735 +2%
LA
705
LM Advisors
California
$10.2M +$14.5K +53 +0.1%
PIFP
706
Partners in Financial Planning
Virginia
$10.1M +$732K +2,682 +8%
VCAM
707
Van Cleef Asset Management
Ohio
$10.1M +$8.64M +31,685 +802%
VCM
708
Versant Capital Management
Arizona
$10.1M +$16.6K +61 +0.2%
MCCA
709
Mill Creek Capital Advisors
Pennsylvania
$10.1M +$1.09K +4 +0%
FWM
710
FFT Wealth Management
Pennsylvania
$10M -$2.12M -7,779 -18%
AWA
711
Arkadios Wealth Advisors
Georgia
$10M +$513K +1,879 +6%
SHF
712
Safe Harbor Fiduciary
Florida
$10M +$9.64M +35,361 New
IFS
713
Intelligent Financial Strategies
Minnesota
$9.99M -$131K -482 -1%
RI
714
Rinkey Investments
California
$9.95M -$663K -2,430 -6%
HCMT
715
Highland Capital Management (Tennessee)
Tennessee
$9.93M +$423K +1,550 +5%
AB
716
Atlas Brown
Kentucky
$9.91M -$4.09K -15 -0%
RJT
717
Raymond James Trust
Florida
$9.87M -$323K -1,185 -3%
FFA
718
Farther Finance Advisors
California
$9.86M +$1.47M +5,386 +18%
Koshinski Asset Management
719
Koshinski Asset Management
Illinois
$9.83M -$137K -502 -1%
EFA
720
Efficient Frontier Advisors
Connecticut
$9.82M
SP
721
Sequent Planning
Nebraska
$9.82M -$505K -1,850 -5%
PFA
722
Professional Financial Advisors
Nebraska
$9.81M -$102K -373 -1%
LJHT
723
Laurie J. Hall Trustee
$9.59M
OBWG
724
Onyx Bridge Wealth Group
New York
$9.58M +$47.5K +174 +0.5%
LCS
725
Levin Capital Strategies
New York
$9.57M

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.