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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
FNBOMD
1176
First National Bank of Mount Dora
Florida
$3.51M
TRIA
1177
Trail Ridge Investment Advisors
Colorado
$3.51M -$4.19M -15,379 -56%
BRM
1178
Boston Research & Management
Massachusetts
$3.5M
FF
1179
Francis Financial
$3.5M +$707K +2,592 +27%
BFA
1180
Bright Financial Advisors
Michigan
$3.49M
SSB
1181
Sandy Spring Bank
Maryland
$3.47M +$260K +955 +8%
SGI
1182
Summit Global Investments
Utah
$3.45M -$568K -2,082 -15%
BIM
1183
Barton Investment Management
Pennsylvania
$3.44M -$116K -424 -3%
MRI
1184
Mad River Investors
Massachusetts
$3.43M -$98.2K -360 -3%
KFP
1185
Keener Financial Planning
Texas
$3.43M -$1.1M -4,034 -25%
MA
1186
MCF Advisors
Kentucky
$3.42M +$94.6K +347 +3%
PPP
1187
Private Portfolio Partners
New Jersey
$3.42M +$3.29M +12,072 New
CGH
1188
CMG Global Holdings
Texas
$3.41M -$15.3K -56 -0.5%
TCFP
1189
Treasure Coast Financial Planning
Florida
$3.4M -$82.4K -302 -2%
BMWM
1190
Brown Miller Wealth Management
Virginia
$3.4M +$44.7K +164 +1%
HIGP
1191
Hill Investment Group Partners
Missouri
$3.37M -$818 -3 -0%
LSA
1192
Lion Street Advisors
Texas
$3.37M -$1.35M -4,944 -29%
BFC
1193
Bedel Financial Consulting
Indiana
$3.36M +$121K +444 +4%
DWM
1194
Drive Wealth Management
Utah
$3.35M -$1.08M -3,972 -25%
EF
1195
Empowered Funds
Pennsylvania
$3.34M -$33.5K -123 -1%
CWM
1196
CCG Wealth Management
California
$3.34M -$200K -735 -6%
DF
1197
Dunhill Financial
United Kingdom
$3.33M +$10.4K +38 +0.3%
CPSC
1198
Carl P. Sherr & Co
Massachusetts
$3.32M -$475K -1,742 -13%
VAM
1199
Verity Asset Management
North Carolina
$3.31M -$223K -818 -7%
WCA
1200
Waypoint Capital Advisors
Minnesota
$3.31M

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.