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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
PL
1651
Parthenon LLC
Kentucky
$1.4M +$1.09K +4 +0.1%
RI
1652
Ridgewood Investments
New Jersey
$1.4M -$74.7K -274 -5%
HWA
1653
HHM Wealth Advisors
Tennessee
$1.4M -$7.64K -28 -0.6%
CIAS
1654
CFS Investment Advisory Services
New Jersey
$1.4M -$1.98M -7,266 -60%
MAC
1655
Mason & Associates (California)
California
$1.4M -$77.5K -284 -5%
CWS
1656
Confluence Wealth Services
Pennsylvania
$1.39M -$4.64K -17 -0.3%
PCTC
1657
Perkins Coie Trust Company
Washington
$1.39M
AWA
1658
Archvest Wealth Advisors
California
$1.39M +$4.36K +16 +0.3%
ABTD
1659
Arvest Bank Trust Division
Oklahoma
$1.39M +$1.34M +4,904 New
FCA
1660
Fortis Capital Advisors
Kansas
$1.39M +$286K +1,050 +27%
LFWA
1661
LBJ Family Wealth Advisors
Texas
$1.39M -$88.4K -324 -6%
EMAM
1662
Encompass More Asset Management
California
$1.38M -$2.62M -9,613 -66%
SFG
1663
Sunburst Financial Group
Alabama
$1.38M -$8.73K -32 -0.7%
MWPCG
1664
Measured Wealth Private Client Group
New Hampshire
$1.38M +$18.3K +67 +1%
DF
1665
DecisionPoint Financial
Arizona
$1.38M
GWM
1666
Grand Wealth Management
Michigan
$1.37M +$145K +532 +12%
VIM
1667
Vista Investment Management
Pennsylvania
$1.36M -$24K -88 -2%
AFG
1668
Albion Financial Group
Utah
$1.36M +$100K +368 +8%
SM
1669
Sensible Money
Arizona
$1.36M -$540K -1,979 -29%
FWM
1670
FSA Wealth Management
Massachusetts
$1.36M +$1.31M +4,796 New
BOPW
1671
Brandywine Oak Private Wealth
Pennsylvania
$1.36M +$44.2K +162 +3%
NCM
1672
NCM Capital Management
New Jersey
$1.35M -$1.36K -5 -0.1%
SBWIC
1673
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.35M -$20.5K -75 -2%
BKA
1674
Brick & Kyle Associates
Pennsylvania
$1.35M -$112K -410 -8%
FC
1675
Financial Council
Maryland
$1.35M +$66.3K +243 +5%

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.