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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
LCM
1076
Lazari Capital Management
California
$4.27M -$10.9K -40 -0.3%
PMFA
1077
Plante Moran Financial Advisors
Michigan
$4.26M -$229K -840 -5%
SAW
1078
Signal Advisors Wealth
Michigan
$4.26M +$3.8M +13,919 +1,241%
MWP
1079
Meridian Wealth Partners
Pennsylvania
$4.26M +$76.9K +282 +2%
HPC
1080
HM Payson & Co
Maine
$4.26M -$87K -319 -2%
BMCM
1081
Bryn Mawr Capital Management
Pennsylvania
$4.24M +$292K +1,069 +8%
VAF
1082
Values Added Financial
District of Columbia
$4.23M +$15.3K +56 +0.4%
GL
1083
Gerber LLC
Ohio
$4.23M +$49.9K +183 +1%
SIA
1084
Soltis Investment Advisors
Utah
$4.22M +$250K +916 +7%
SWM
1085
Shakespeare Wealth Management
Wisconsin
$4.21M
SMG
1086
Smart Money Group
Texas
$4.21M -$7.64K -28 -0.2%
JJBC
1087
James J. Burns & Company
New York
$4.19M -$91.6K -336 -2%
SRC
1088
Shufro Rose & Co
New York
$4.18M
BWM
1089
BNC Wealth Management
Oregon
$4.16M +$12.5K +46 +0.3%
FNBOO
1090
First National Bank of Omaha
Nebraska
$4.16M -$742K -2,721 -16%
FCMA
1091
Foresight Capital Management Advisors
Michigan
$4.16M +$212K +779 +6%
LFG
1092
Larson Financial Group
Missouri
$4.15M -$454K -1,663 -10%
SWM
1093
SeaCrest Wealth Management
New York
$4.13M +$159K +582 +4%
VBWMG
1094
Von Berge Wealth Management Group
California
$4.13M +$39.8K +146 +1%
IGGA
1095
Iron Gate Global Advisors
Utah
$4.12M +$19.4K +71 +0.5%
MPM
1096
Meritage Portfolio Management
Kansas
$4.12M -$604K -2,213 -13%
BWP
1097
BSW Wealth Partners
Colorado
$4.11M +$268K +984 +7%
CAM
1098
Councilmark Asset Management
Tennessee
$4.1M
HH
1099
Hilltop Holdings
Texas
$4.09M +$2.69M +9,861 +215%
PFG
1100
Pinnacle Financial Group
Illinois
$4.08M +$40.4K +148 +1%

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.