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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
First Manhattan
1001
First Manhattan
New York
$5.01M +$2.24M +8,206 +87%
FPW
1002
Flagship Private Wealth
Massachusetts
$5M -$138K -507 -3%
MSAM
1003
Moloney Securities Asset Management
Missouri
$4.98M -$5.49M -20,122 -53%
CC
1004
Chicago Capital
Illinois
$4.98M +$1.17M +4,279 +32%
KWM
1005
Kaydan Wealth Management
Michigan
$4.97M -$36.8K -135 -0.8%
RCA
1006
Riverview Capital Advisers
Massachusetts
$4.95M +$25.6K +94 +0.5%
IF
1007
Intrua Financial
Texas
$4.95M -$217K -795 -4%
LA
1008
Lakeside Advisors
Washington
$4.95M
RWM
1009
Rockwood Wealth Management
Pennsylvania
$4.94M +$153K +560 +3%
IAS
1010
Insigneo Advisory Services
Florida
$4.89M -$284K -1,040 -6%
MLL
1011
Moody Lynn & Lieberson
Massachusetts
$4.88M -$18K -66 -0.4%
CPA
1012
Capital Performance Advisors
California
$4.88M +$299K +1,096 +7%
HVP
1013
Hudson Value Partners
Florida
$4.87M +$1.2M +4,417 +35%
AC
1014
Avestar Capital
New York
$4.85M -$100K -367 -2%
PRI
1015
Prepared Retirement Institute
Pennsylvania
$4.79M +$686K +2,516 +17%
LP
1016
LGL Partners
Pennsylvania
$4.71M -$925K -3,392 -17%
SFG
1017
Sage Financial Group
Pennsylvania
$4.7M -$5.46K -20 -0.1%
SWM
1018
SilverOak Wealth Management
Minnesota
$4.7M -$632K -2,317 -12%
SFP
1019
Strategic Financial Planning
Texas
$4.67M +$840K +3,079 +23%
Luther King Capital Management (LKCM)
1020
Luther King Capital Management (LKCM)
Texas
$4.67M
TA
1021
TFB Advisors
Kansas
$4.66M -$26.5K -97 -0.6%
WI
1022
WBI Investments
New Jersey
$4.65M -$46.6K -171 -1%
KBFS
1023
Kohmann Bosshard Financial Services
Ohio
$4.65M -$7.64K -28 -0.2%
National Bank of Canada
1024
National Bank of Canada
Quebec, Canada
$4.64M -$1.68M -6,163 -27%
YCG
1025
Yeomans Consulting Group
Georgia
$4.61M -$220K -807 -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.