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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
SSWM
1101
Smith Salley Wealth Management
North Carolina
$4.06M +$54.8K +201 +1%
LSIA
1102
LaSalle St. Investment Advisors
Illinois
$4.06M +$534K +1,959 +16%
TCOV
1103
Trust Company of Vermont
Vermont
$4.06M +$216K +791 +6%
MMPW
1104
Mitchell McLeod Pugh & Williams
Alabama
$4.05M +$237K +869 +6%
FNA
1105
First National Advisers
Nebraska
$4.05M +$613K +2,249 +19%
NL
1106
NVWM LLC
Pennsylvania
$4.05M -$70.1K -257 -2%
NF
1107
NavPoint Financial
Minnesota
$4.04M +$77.2K +283 +2%
LAI
1108
Legal Advantage Investments
California
$4.03M -$27.3K -100 -0.7%
ITIM
1109
Indiana Trust & Investment Management
Indiana
$4M +$3.3M +12,100 +597%
NFP
1110
Narus Financial Partners
Utah
$4M -$12.3K -45 -0.3%
PMG
1111
ProVise Management Group
Florida
$3.99M +$546 +2 +0%
SAM
1112
Silvercrest Asset Management
New York
$3.98M -$206K -755 -5%
GWP
1113
Gateway Wealth Partners
Wisconsin
$3.97M -$30K -110 -0.8%
LFA
1114
Legacy Financial Advisors
Kentucky
$3.96M -$405K -1,485 -10%
ACM
1115
Absolute Capital Management
Pennsylvania
$3.94M -$2.21M -8,089 -37%
TW
1116
TritonPoint Wealth
Maryland
$3.94M +$1.08M +3,953 +40%
CAG
1117
Crestwood Advisors Group
Massachusetts
$3.93M +$139K +511 +4%
CM
1118
Columbus Macro
Pennsylvania
$3.92M -$87.6K -321 -2%
SL
1119
Sentry LLC
Tennessee
$3.92M +$11.7K +43 +0.3%
WF
1120
WoodTrust Financial
Wisconsin
$3.89M -$2.3M -8,418 -38%
KCM
1121
Kendall Capital Management
Maryland
$3.89M -$97.1K -356 -3%
HDIM
1122
Hanson & Doremus Investment Management
Vermont
$3.88M -$20.2K -74 -0.5%
VC
1123
Vicus Capital
Pennsylvania
$3.88M -$101K -370 -3%
LNB
1124
Ledyard National Bank
$3.87M -$303K -1,110 -8%
CTWM
1125
Cherry Tree Wealth Management
Minnesota
$3.86M +$25.1K +92 +0.7%

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.