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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
BC
1451
Brio Consultants
California
$2.04M +$126K +463 +7%
CWM
1452
Concentric Wealth Management
California
$2.03M
ACM
1453
AlphaStar Capital Management
North Carolina
$2.02M +$138K +507 +8%
NB
1454
Nicolet Bankshares
Wisconsin
$2.02M -$28.4K -104 -1%
RFN
1455
RDA Financial Network
Iowa
$2M -$18.3K -67 -0.9%
WFA
1456
WMG Financial Advisors
Tennessee
$2M -$37.6K -138 -2%
VPIM
1457
Vanguard Personalized Indexing Management
California
$2M
RCI
1458
RS Crum Inc
California
$1.99M +$2.46K +9 +0.1%
PWM
1459
Paulson Wealth Management
Illinois
$1.99M -$88.6K -325 -4%
SFI
1460
SPC Financial Inc
Maryland
$1.99M +$134K +493 +8%
FIA
1461
FNY Investment Advisers
New York
$1.98M +$1.91M +7,000 New
CWA
1462
Canvas Wealth Advisors
Kansas
$1.98M -$257K -942 -12%
CWA
1463
Clarus Wealth Advisors
Arizona
$1.98M -$35.7K -131 -2%
C
1464
CEDRUS
Colorado
$1.98M +$1.12M +4,118 +144%
TF
1465
Tompkins Financial
New York
$1.97M -$253K -926 -12%
Kayne Anderson Rudnick Investment Management
1466
Kayne Anderson Rudnick Investment Management
California
$1.97M
RP
1467
Rice Partnership
Hawaii
$1.97M -$3K -11 -0.2%
CAP
1468
Columbia Advisory Partners
Washington
$1.97M +$1.9M +6,952 New
WMWM
1469
Whitaker-Myers Wealth Managers
Ohio
$1.97M -$66K -242 -3%
MFG
1470
Mosaic Financial Group
Illinois
$1.96M -$310K -1,135 -14%
WCFA
1471
Walkner Condon Financial Advisors
Wisconsin
$1.96M +$1.64K +6 +0.1%
VA
1472
Vident Advisory
Georgia
$1.95M -$20.7K -76 -1%
M
1473
MYeCFO
California
$1.94M +$742K +2,719 +66%
AL
1474
ACAS LLC
California
$1.93M -$6K -22 -0.3%
AAG
1475
Armstrong Advisory Group
Massachusetts
$1.93M +$12K +44 +0.6%

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.