We are live on ! Find out more
VTI icon

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
BWM
1751
Brown Wealth Management
Illinois
$1.21M +$56.5K +207 +5%
YWM
1752
Yoder Wealth Management
California
$1.21M +$9.82K +36 +0.9%
SI
1753
SimpliFi Inc
California
$1.21M -$32.7K -120 -3%
CC
1754
Cadinha & Co
Hawaii
$1.2M -$9.55K -35 -0.8%
BWP
1755
Bernardo Wealth Planning
Pennsylvania
$1.2M +$31.6K +116 +3%
DWM
1756
Defined Wealth Management
Oregon
$1.2M
FFA
1757
Fragasso Financial Advisors
Pennsylvania
$1.2M -$512K -1,877 -31%
PWP
1758
Perfromance Wealth Partners
Illinois
$1.2M +$313K +1,146 +37%
AWAG
1759
ARS Wealth Advisors Group
Florida
$1.2M -$34.6K -127 -3%
AGP
1760
Autumn Glory Partners
Texas
$1.19M -$4.36K -16 -0.4%
ODFS
1761
O'Donnell Financial Services
California
$1.19M +$6.27K +23 +0.6%
EA
1762
Everpar Advisors
Oklahoma
$1.19M +$19.9K +73 +2%
BIM
1763
Bridges Investment Management
Nebraska
$1.19M +$39.5K +145 +4%
KCM
1764
Kaye Capital Management
California
$1.19M +$4.09K +15 +0.4%
IFS
1765
Ifrah Financial Services
Arkansas
$1.19M -$19.4K -71 -2%
EFM
1766
Eley Financial Management
Vermont
$1.19M -$273K -1,000 -19%
CJH
1767
Christopher J. Hasenberg
Wisconsin
$1.18M +$32.2K +118 +3%
PFA
1768
Pathway Financial Advisors
Vermont
$1.18M
MCM
1769
Mattern Capital Management
Colorado
$1.18M
SWC
1770
Spectrum Wealth Counsel
Indiana
$1.18M
CJ
1771
Caitlin John
Michigan
$1.18M +$76.1K +279 +8%
CFB
1772
Cullen/Frost Bankers
Texas
$1.18M -$1.82M -6,660 -62%
CA
1773
Cornerstone Advisory
Maryland
$1.18M -$38.5K -141 -3%
AWA
1774
Amplius Wealth Advisors
Pennsylvania
$1.18M +$2.73K +10 +0.2%
CAM
1775
Cidel Asset Management
Ontario, Canada
$1.18M

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.