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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
MWA
1476
Muirfield Wealth Advisors
North Carolina
$1.92M -$126K -461 -6%
HCM
1477
Howard Capital Management
Georgia
$1.91M +$108K +397 +6%
WF
1478
Whelan Financial
California
$1.91M -$63.8K -234 -3%
CWA
1479
Cascade Wealth Advisors
Washington
$1.91M -$140K -513 -7%
RFA
1480
RTD Financial Advisors
Pennsylvania
$1.91M -$69.6K -255 -4%
PCS
1481
Personal CFO Solutions
New Jersey
$1.91M -$54.3K -199 -3%
MFWP
1482
Mosaic Family Wealth Partners
Missouri
$1.91M +$135K +494 +8%
NG
1483
NWK Group
California
$1.91M +$1.83M +6,711 New
C
1484
Covestor
United Kingdom
$1.91M +$116K +427 +7%
TCA
1485
Trifecta Capital Advisors
Illinois
$1.91M
MWA
1486
Mills Wealth Advisors
Texas
$1.9M -$11.2K -41 -0.6%
TWD
1487
True Wealth Design
Ohio
$1.89M -$1.55M -5,685 -46%
AWE
1488
Avidian Wealth Enterprises
Texas
$1.89M +$143K +525 +9%
ICP
1489
Interchange Capital Partners
Pennsylvania
$1.89M -$158K -580 -8%
FWP
1490
Falcon Wealth Planning
California
$1.88M +$220K +808 +14%
SW
1491
Simplicity Wealth
New Jersey
$1.88M -$10.5M -38,496 -85%
CFFP
1492
Center for Financial Planning
Michigan
$1.88M -$41.2K -151 -2%
LRPA
1493
L. Roy Papp & Associates
Arizona
$1.88M -$1.36K -5 -0.1%
UCB
1494
United Community Bank
South Carolina
$1.87M +$20.7K +76 +1%
PIM
1495
Penobscot Investment Management
Massachusetts
$1.87M +$28.6K +105 +2%
SWM
1496
Silverlake Wealth Management
Vermont
$1.86M +$62.5K +229 +4%
VF
1497
Vawter Financial
Ohio
$1.86M +$619K +2,271 +53%
NI
1498
NDVR Inc
Massachusetts
$1.85M -$60.3K -221 -3%
FSA
1499
Fort Sheridan Advisors
Illinois
$1.85M +$116K +424 +7%
RIA
1500
Realta Investment Advisors
Delaware
$1.85M -$2.14M -7,841 -55%

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.