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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
TC
1351
Tacita Capital
Ontario, Canada
$2.47M -$28.9K -106 -1%
HFS
1352
Heritage Financial Services
Massachusetts
$2.47M -$262K -961 -10%
MIM
1353
Moseley Investment Management
Florida
$2.47M +$197K +722 +9%
DA
1354
Dash Acquisitions
California
$2.47M +$215K +790 +10%
WWM
1355
Wiser Wealth Management
Georgia
$2.47M +$264K +967 +12%
KCPG
1356
Kavar Capital Partners Group
Kansas
$2.47M -$546 -2 -0%
GAM
1357
Gemmer Asset Management
California
$2.46M +$940K +3,448 +66%
HGA
1358
Hobbs Group Advisors
South Carolina
$2.46M +$118K +431 +5%
CW
1359
Cook Wealth
North Carolina
$2.46M -$18.5K -68 -0.8%
WWM
1360
Waterway Wealth Management
Texas
$2.45M +$39.5K +145 +2%
CMA
1361
Cedar Mountain Advisors
Oregon
$2.45M +$2.36M +8,666 New
CC
1362
Courier Capital
New York
$2.45M +$1.12M +4,111 +91%
TWP
1363
Tempus Wealth Planning
California
$2.43M -$18K -66 -0.8%
CFA
1364
Cahill Financial Advisors
Minnesota
$2.43M -$19.1K -70 -0.8%
OIM
1365
Orca Investment Management
Oregon
$2.42M +$256K +937 +12%
PIAS
1366
PCA Investment Advisory Services
Ohio
$2.41M +$14.5K +53 +0.6%
BC
1367
Belmont Capital
California
$2.41M -$118K -433 -5%
TCWM
1368
Total Clarity Wealth Management
Illinois
$2.4M -$217K -796 -9%
WTFG
1369
Wells Trecaso Financial Group
Ohio
$2.39M +$203K +745 +10%
CIA
1370
Cascade Investment Advisors
Oregon
$2.38M -$52.6K -193 -2%
SF
1371
SWP Financial
California
$2.38M -$4.64K -17 -0.2%
KOMWMG
1372
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.38M -$728K -2,670 -24%
ZIM
1373
Zacks Investment Management
Illinois
$2.37M +$345K +1,264 +18%
FA
1374
Fiduciary Alliance
South Carolina
$2.36M +$1.72M +6,317 +313%
SL
1375
SFM LLC
New Hampshire
$2.36M -$101K -369 -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.