We are live on ! Find out more
VTI icon

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
KC
1326
Kingfisher Capital
North Carolina
$2.57M +$3.27K +12 +0.1%
IAS
1327
Investment Advisory Services
Texas
$2.56M +$23.2K +85 +0.9%
SRA
1328
Secured Retirement Advisors
Minnesota
$2.56M +$138K +505 +6%
CFG
1329
Cooper Financial Group
California
$2.56M +$683K +2,503 +38%
HBT
1330
Hills Bank & Trust
Iowa
$2.55M -$87K -319 -3%
TCM
1331
Traynor Capital Management
Pennsylvania
$2.55M -$307K -1,127 -11%
LWL
1332
Leo Wealth LLC
Texas
$2.55M -$344K -1,260 -12%
CAC
1333
Certified Advisory Corp
Florida
$2.54M +$184K +675 +8%
EIA
1334
Eldridge Investment Advisors
New Hampshire
$2.54M
HI
1335
Harper Investing
California
$2.53M +$864K +3,166 +55%
PSA
1336
Plum Street Advisors
Louisiana
$2.53M
BB
1337
Bell Bank
North Dakota
$2.53M +$16.6K +61 +0.7%
MSA
1338
Marino Stram & Associates
Massachusetts
$2.53M +$122K +449 +5%
FWM
1339
Forza Wealth Management
Florida
$2.52M +$1.13M +4,136 +87%
HI
1340
Hendershot Investments
Virginia
$2.52M +$4.09K +15 +0.2%
LWM
1341
LongView Wealth Management
Georgia
$2.5M -$818 -3 -0%
WRPWM
1342
Werba Rubin Papier Wealth Management
California
$2.49M +$91.6K +336 +4%
BMCM
1343
Burns Matteson Capital Management
New York
$2.49M -$818 -3 -0%
EWP
1344
Elevation Wealth Partners
California
$2.49M -$13.6K -50 -0.6%
NJIM
1345
Nabity-Jensen Investment Management
Nebraska
$2.49M -$70.6K -259 -3%
EFMC
1346
Empire Financial Management Company
New York
$2.48M +$69.6K +255 +3%
FWM
1347
Fortress Wealth Management
California
$2.48M -$140K -513 -6%
SS
1348
Sound Stewardship
Kansas
$2.48M -$129K -474 -5%
SFS
1349
Strategic Financial Services
New York
$2.48M +$103K +378 +5%
JLBC
1350
J.L. Bainbridge & Co
Florida
$2.47M +$8.18K +30 +0.3%

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.