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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
UF
801
Univest Financial
Pennsylvania
$8.16M +$6.47M +23,722 +465%
LSA
802
Lansing Street Advisors
Pennsylvania
$8.14M +$125K +459 +2%
GLLW
803
Graves Light Lenhart Wealth
Virginia
$8.14M -$607K -2,226 -7%
DWM
804
Dogwood Wealth Management
Kansas
$8.14M +$73.4K +269 +0.9%
TF
805
Trek Financial
Arizona
$8.14M -$167K -613 -2%
WOSD
806
WFA of San Diego
California
$8.13M -$425K -1,559 -5%
RPGK
807
Retirement Planning Group (Kansas)
Kansas
$8.1M +$907K +3,327 +13%
SCM
808
Sterling Capital Management
North Carolina
$8.08M +$7.78M +28,532 New
BAM
809
Belpointe Asset Management
Nevada
$8.07M +$577K +2,116 +8%
KA
810
Kovack Advisors
Florida
$8.06M +$687K +2,517 +10%
AWA
811
ARQ Wealth Advisors
Arizona
$8.02M -$55.1K -202 -0.7%
PFM
812
Phillips Financial Management
Indiana
$7.97M +$160K +586 +2%
VAG
813
Vannoy Advisory Group
Texas
$7.97M
DAS
814
Diversify Advisory Services
Utah
$7.91M +$1.69M +6,205 +29%
FWCM
815
Ferguson Wellman Capital Management
Oregon
$7.89M +$155K +567 +2%
LPP
816
Life Planning Partners
Florida
$7.89M +$77.5K +284 +1%
PI
817
PFG Investments
New York
$7.89M +$940K +3,448 +14%
ADL
818
Asset Dedication LLC
California
$7.81M -$962K -3,527 -11%
SF
819
Synovus Financial
Georgia
$7.78M +$3.37M +12,344 +81%
GP
820
Gridiron Partners
Pennsylvania
$7.74M
SWIM
821
Smallwood Wealth Investment Management
New Jersey
$7.74M -$2.18K -8 -0%
RIG
822
Ramiah Investment Group
Wisconsin
$7.69M +$543K +1,992 +8%
LWMT
823
Legacy Wealth Management (Tennessee)
Tennessee
$7.64M
IAA
824
Independent Advisor Alliance
North Carolina
$7.61M -$113M -412,765 -94%
VCM
825
Vivaldi Capital Management
Illinois
$7.6M -$39.8K -146 -0.5%

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.