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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
SIG
876
Spinnaker Investment Group
California
$6.61M +$222K +815 +4%
SL
877
SWMG LLC
Texas
$6.61M +$494K +1,812 +9%
MAG
878
M3 Advisory Group
Massachusetts
$6.6M +$203K +743 +3%
CIC
879
Cutler Investment Counsel
Oregon
$6.59M -$141K -518 -2%
BFO
880
Boston Family Office
Massachusetts
$6.58M -$33K -121 -0.5%
SCA
881
Snowden Capital Advisors
New York
$6.54M +$1.65M +6,062 +36%
TSWM
882
Tyler-Stone Wealth Management
Ohio
$6.51M +$3.48M +12,767 +125%
GKWIM
883
Gerber Kawasaki Wealth & Investment Management
California
$6.48M +$561K +2,058 +10%
RW
884
RVW Wealth
California
$6.46M +$199K +731 +3%
FWP
885
Family Wealth Partners
North Carolina
$6.45M -$84K -308 -1%
TF
886
Tenon Financial
New Jersey
$6.45M +$341K +1,249 +6%
WFS
887
Weitzel Financial Services
Iowa
$6.41M +$330K +1,209 +6%
USAA
888
United Services Automobile Association
Texas
$6.4M -$504K -1,849 -8%
CI
889
CX Institutional
Indiana
$6.33M -$406K -1,487 -6%
CIBC World Market
890
CIBC World Market
Ontario, Canada
$6.29M +$538K +1,974 +10%
TC
891
Tenret Company
Florida
$6.28M
PPA
892
Painted Porch Advisors
California
$6.27M +$27.3K +100 +0.5%
SWA
893
Sax Wealth Advisors
New Jersey
$6.24M +$489K +1,792 +9%
SCP
894
Stevens Capital Partners
Nebraska
$6.24M +$18K +66 +0.3%
PCA
895
Prosperity Capital Advisors
Ohio
$6.2M +$1.59M +5,820 +36%
RF
896
RHS Financial
California
$6.19M -$635K -2,328 -10%
SWM
897
Spire Wealth Management
Virginia
$6.19M -$227K -834 -4%
GA
898
Greenspring Advisors
Maryland
$6.18M +$195K +715 +3%
PIM
899
Pullen Investment Management
Florida
$6.18M -$52.1K -191 -0.9%
LIG
900
Lokken Investment Group
Delaware
$6.17M +$134K +491 +2%

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.