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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
JWM
1126
JFG Wealth Management
Colorado
$3.86M +$859K +3,148 +30%
GCM
1127
Gallacher Capital Management
Colorado
$3.86M +$94.4K +346 +3%
PAM
1128
Pegasus Asset Management
New York
$3.86M +$818 +3 +0%
BMC
1129
Bear Mountain Capital
Washington
$3.85M
AP
1130
Adero Partners
California
$3.84M +$373K +1,366 +11%
RIL
1131
Rothschild Investment LLC
Illinois
$3.84M -$191K -700 -5%
FG
1132
Fiduciary Group
Georgia
$3.83M +$49.1K +180 +1%
CPP
1133
Capasso Planning Partners
South Carolina
$3.83M -$17.2K -63 -0.5%
ORC
1134
O'Rourke & Company
Massachusetts
$3.83M +$5.46K +20 +0.1%
LRWA
1135
Long Run Wealth Advisors
New York
$3.82M +$11.5K +42 +0.3%
ONB
1136
Old National Bancorp
Indiana
$3.82M +$118K +433 +3%
COCM
1137
Charter Oak Capital Management
New Hampshire
$3.8M -$179K -655 -5%
BEC
1138
Blue Edge Capital
Virginia
$3.8M +$245K +897 +7%
WC
1139
Waterloo Capital
Texas
$3.8M -$91.9K -337 -2%
SWA
1140
Strategies Wealth Advisors
Michigan
$3.79M -$132K -484 -3%
BFO
1141
Biltmore Family Office
North Carolina
$3.79M +$197K +722 +6%
EFG
1142
Embree Financial Group
Illinois
$3.79M +$9.27K +34 +0.3%
BTI
1143
Blue Trust Inc
Georgia
$3.79M +$451K +1,655 +13%
6F
1144
626 Financial
Michigan
$3.77M -$46.9K -172 -1%
WTA
1145
Washington Trust Advisors
Massachusetts
$3.77M -$28.1K -103 -0.8%
FHC
1146
Fort Henry Capital
West Virginia
$3.76M +$102K +375 +3%
TCM
1147
TruNorth Capital Management
Michigan
$3.76M -$228K -837 -6%
MWM
1148
Mosley Wealth Management
California
$3.76M +$337K +1,234 +10%
CIP
1149
Capital Insight Partners
Arizona
$3.75M -$26.5K -97 -0.7%
EB
1150
Exchange Bank
California
$3.74M +$124K +453 +4%

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.