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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
FOFP
1301
Fee-Only Financial Planning
South Carolina
$2.75M -$97.4K -357 -4%
SWM
1302
Seed Wealth Management
Illinois
$2.75M -$155K -570 -6%
AWM
1303
Accurate Wealth Management
Florida
$2.75M +$1M +3,673 +62%
ECM
1304
Exchange Capital Management
Michigan
$2.75M -$111K -406 -4%
JBA
1305
Johnson Bixby & Associates
Washington
$2.74M -$34.4K -126 -1%
AT
1306
American Trust
Kentucky
$2.72M -$546K -2,003 -17%
OCPWS
1307
One Charles Private Wealth Services
Massachusetts
$2.72M -$13.6K -50 -0.5%
SWM
1308
Selective Wealth Management
Virginia
$2.7M -$51.3K -188 -2%
HFS
1309
HBC Financial Services
Washington
$2.69M +$13.9K +51 +0.5%
FMII
1310
Farmers & Merchants Investments Inc
Nebraska
$2.68M -$34.4K -126 -1%
TWM
1311
TriaGen Wealth Management
California
$2.67M +$546 +2 +0%
HGERS
1312
Householder Group Estate & Retirement Specialist
Arizona
$2.67M -$321K -1,176 -11%
STB
1313
S&T Bank
Pennsylvania
$2.66M
PFBT
1314
Parkside Financial Bank & Trust
Missouri
$2.65M +$894K +3,279 +54%
CSIC
1315
Clifford Swan Investment Counsel
California
$2.64M
MCA
1316
Magnolia Capital Advisors
Mississippi
$2.64M -$145K -531 -5%
BI
1317
Berkeley Inc
Idaho
$2.62M +$1.22M +4,475 +94%
CHA
1318
Carmichael Hill & Associates
Maryland
$2.61M +$39K +143 +2%
TVM
1319
True Vision MN
Minnesota
$2.61M -$341K -1,251 -12%
AHC
1320
Anderson Hoagland & Co
Missouri
$2.61M
MBI
1321
May Barnhard Investments
Maryland
$2.6M +$29.5K +108 +1%
FG
1322
Fairman Group
Pennsylvania
$2.59M -$69K -253 -3%
CFP
1323
Catalyst Financial Partners
Massachusetts
$2.58M +$23.2K +85 +0.9%
CWM
1324
Collaborative Wealth Management
Florida
$2.57M -$93.3K -342 -4%
FI
1325
Financial Insights
Washington
$2.57M +$53.7K +197 +2%

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.