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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
CRI
1051
Colonial River Investments
Virginia
$4.44M +$469K +1,719 +12%
CAWM
1052
Capital Advisors Wealth Management
Washington
$4.44M +$248K +910 +6%
BFA
1053
Bluestem Financial Advisors
Illinois
$4.44M +$94.9K +348 +2%
GF
1054
Gries Financial
Ohio
$4.43M +$190K +698 +5%
PVAMC
1055
PPS&V Asset Management Consultants
Michigan
$4.39M -$135K -496 -3%
PAM
1056
Palisade Asset Management
Minnesota
$4.38M -$27.8K -102 -0.7%
AFP
1057
Ausdal Financial Partners
Iowa
$4.38M -$72.8K -267 -2%
DWA
1058
Delap Wealth Advisory
Oregon
$4.38M +$3M +10,983 +245%
CS
1059
Cannell & Spears
New York
$4.38M +$9K +33 +0.2%
KF
1060
Krilogy Financial
Missouri
$4.38M +$521K +1,911 +14%
PWP
1061
Private Wealth Partners
California
$4.37M -$34.1K -125 -0.8%
DBRC
1062
D.B. Root & Company
Pennsylvania
$4.36M -$83.7K -307 -2%
AWM
1063
Arista Wealth Management
Nevada
$4.35M -$328K -1,203 -7%
MAM
1064
McLean Asset Management
Virginia
$4.34M
TW
1065
Traveka Wealth
California
$4.34M -$971K -3,561 -19%
CA
1066
Crewe Advisors
Utah
$4.34M +$1.2M +4,382 +40%
FWM
1067
Fingerlakes Wealth Management
New York
$4.31M +$4.64K +17 +0.1%
LGA
1068
Lebenthal Global Advisors
New York
$4.31M -$777K -2,848 -16%
DFC
1069
DBK Financial Counsel
Ohio
$4.3M -$131K -479 -3%
KL
1070
KWMG LLC
Kansas
$4.29M -$1.46M -5,369 -26%
KAS
1071
KPP Advisory Services
Kentucky
$4.28M -$477K -1,747 -10%
CB
1072
Cadence Bank
Mississippi
$4.28M +$1.05M +3,863 +34%
SP
1073
Successful Portfolios
Florida
$4.28M +$210K +771 +5%
BTW
1074
Boston Trust Walden
Massachusetts
$4.28M
MIA
1075
Milestone Investment Advisors
Wisconsin
$4.28M -$21M -77,111 -84%

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.