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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
CA
126
CoreCap Advisors
Michigan
$128M +$123M +452,139 New
AA
127
ALPS Advisors
Colorado
$126M -$3.5M -12,825 -3%
TCM
128
Towneley Capital Management
California
$125M -$6.43M -23,577 -5%
MML Investors Services
129
MML Investors Services
Massachusetts
$124M +$1.41M +5,172 +1%
DPI
130
Diversified Portfolios Inc
Michigan
$119M +$389K +1,427 +0.3%
AQR Capital Management
131
AQR Capital Management
Connecticut
$119M +$10M +36,764 +10%
WP
132
WMS Partners
Maryland
$119M +$5.16M +18,916 +5%
JIC
133
Joel Isaacson & Co
New York
$118M +$6.19M +22,709 +6%
UOMF
134
University of Massachusetts Foundation
Massachusetts
$117M -$19.3M -70,615 -15%
TLIC
135
Taiyo Life Insurance Company
Japan
$116M
Lido Advisors
136
Lido Advisors
California
$114M +$17.8M +65,205 +19%
AAG
137
Avalon Advisory Group
Pennsylvania
$111M -$1.74M -6,389 -2%
OPWM
138
Oakwell Private Wealth Management
Texas
$111M -$8.56M -31,397 -7%
RBC
139
Roble Belko & Company
Pennsylvania
$110M +$322K +1,182 +0.3%
EA
140
Efficient Advisors
Ohio
$109M -$2.69M -9,847 -2%
ZB
141
Zions Bancorporation
Utah
$107M -$91.4M -335,040 -47%
RWP
142
Revolve Wealth Partners
New Jersey
$106M -$357K -1,310 -0.3%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$105M +$913K +3,349 +0.9%
ASW
144
Astoria Strategic Wealth
Texas
$104M +$90.8K +333 +0.1%
TWM
145
Tanager Wealth Management
United Kingdom
$104M +$1.15M +4,226 +1%
LC
146
Landaas & Company
Wisconsin
$104M +$35.2K +129 +0%
MCM
147
MAI Capital Management
Ohio
$103M -$787K -2,887 -0.8%
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$101M -$18.2M -66,774 -16%
PPFA
149
Provida Pension Fund Administrator
Chile
$101M +$82.3M +301,630 +563%
RFC
150
Regions Financial Corp
Alabama
$100M -$173K -633 -0.2%

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.