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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
GT
101
Glenmede Trust
Pennsylvania
$158M -$880K -3,228 -0.6%
AG
102
AlTi Global
New York
$153M +$2.09M +7,647 +1%
EW
103
Evoke Wealth
California
$152M +$146M +534,641 New
TA
104
TruWealth Advisors
Louisiana
$152M +$2.2M +8,076 +2%
DADC
105
D.A. Davidson & Co
Montana
$151M +$7.31M +26,790 +5%
BCI
106
Brinker Capital Investments
Pennsylvania
$151M -$6.83M -25,053 -4%
OPS
107
Orion Portfolio Solutions
Nebraska
$151M -$6.83M -25,053 -4%
SWM
108
Sendero Wealth Management
Texas
$150M +$2.89M +10,580 +2%
CTC
109
Chai Trust Company
Illinois
$149M +$3.29M +12,077 +2%
CPCM
110
Cardinal Point Capital Management
Ontario, Canada
$143M +$2.13M +7,815 +2%
NEWAS
111
N.E.W. Advisory Services
Wisconsin
$142M +$9.68M +35,476 +8%
LPT
112
Legacy Private Trust
Wisconsin
$142M +$22.3M +81,648 +20%
CIA
113
Compass Ion Advisors
Pennsylvania
$141M +$2.8M +10,282 +2%
AP
114
Agilis Partners
Massachusetts
$139M -$31.4K -115 -0%
VAS
115
Vestmark Advisory Solutions
Massachusetts
$137M +$15.4M +56,454 +13%
RIM
116
RW Investment Management
Idaho
$137M +$1.45M +5,332 +1%
PL
117
Plancorp LLC
Missouri
$137M +$8.04M +29,460 +6%
FNBTCON
118
First National Bank & Trust Co of Newtown
Pennsylvania
$136M -$899K -3,297 -0.7%
BIAS
119
Beacon Investment Advisory Services
New Jersey
$136M -$933K -3,420 -0.7%
LI
120
LHM Inc
Utah
$136M -$3.93M -14,425 -3%
LC
121
Lindbrook Capital
California
$134M +$2.71M +9,950 +2%
ZF
122
Zhang Financial
Michigan
$134M -$1.78M -6,511 -1%
CPA
123
Cardiff Park Advisors
California
$134M +$1.91M +6,986 +2%
RCF
124
Rainwater Charitable Foundation
Texas
$134M +$6.35M +23,283 +5%
BWL
125
Beacon Wealthcare LLC
North Carolina
$130M +$1.12M +4,110 +0.9%

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.