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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
LWM
1251
Lodestone Wealth Management
Washington
$3M -$48.3K -177 -2%
GPW
1252
Gentry Private Wealth
Kansas
$2.99M -$665K -2,439 -19%
PWM
1253
PBMares Wealth Management
Virginia
$2.99M +$198K +727 +7%
ATS
1254
Ashton Thomas Securities
New York
$2.98M -$5.18K -19 -0.2%
MCCP
1255
Mission Creek Capital Partners
California
$2.96M +$2.85M +10,451 New
QFA
1256
Quantum Financial Advisors
California
$2.95M -$70.9K -260 -2%
Qube Research & Technologies (QRT)
1257
Qube Research & Technologies (QRT)
United Kingdom
$2.95M -$1.34M -4,915 -32%
OF
1258
Outfitter Financial
Maine
$2.95M -$305K -1,119 -10%
JFA
1259
JNBA Financial Advisors
Minnesota
$2.94M -$21.5K -79 -0.8%
CKAIS
1260
Christensen King & Associates Investment Services
Washington
$2.94M -$22.4K -82 -0.8%
SAM
1261
Smartleaf Asset Management
Massachusetts
$2.94M +$14.5K +53 +0.5%
SNB
1262
Security National Bank
Nebraska
$2.94M +$32.5K +119 +1%
HCP
1263
Hardin Capital Partners
South Carolina
$2.93M +$48.6K +178 +2%
MA
1264
Marquette Associates
Illinois
$2.93M -$83.5K -306 -3%
SHFA
1265
SC&H Financial Advisors
Maryland
$2.93M +$28.6K +105 +1%
MG
1266
Marex Group
$2.92M
ACI
1267
Alpha Cubed Investments
California
$2.9M -$128K -471 -4%
FA
1268
FF Advisors
California
$2.9M +$383K +1,403 +16%
HWM
1269
Hohimer Wealth Management
Washington
$2.9M -$19.6K -72 -0.7%
WJA
1270
Willis Johnson & Associates
Texas
$2.89M +$42.3K +155 +2%
LI
1271
LRI Investments
Florida
$2.88M +$960K +3,519 +56%
ACP
1272
Arcus Capital Partners
Georgia
$2.87M +$2.73K +10 +0.1%
1WA
1273
180 Wealth Advisors
Washington
$2.87M -$96.3K -353 -3%
BAM
1274
BOS Asset Management
Illinois
$2.87M -$4.64K -17 -0.2%
AWA
1275
Acorn Wealth Advisors
Michigan
$2.87M -$129K -472 -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.