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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
SFS
1776
Searcy Financial Services
Kansas
$1.18M
WDG
1777
Wealth Dimensions Group
Ohio
$1.17M +$19.9K +73 +2%
HI
1778
Hudock Inc
Pennsylvania
$1.17M -$16.9K -62 -1%
MCM
1779
Morton Capital Management
California
$1.17M
RCM
1780
Radnor Capital Management
Pennsylvania
$1.17M +$1.12M +4,118 New
JWM
1781
JGP Wealth Management
Oregon
$1.15M +$91.4K +335 +9%
OC
1782
Oakworth Capital
Alabama
$1.15M
BWM
1783
BigSur Wealth Management
Florida
$1.15M
AWP
1784
Ascent Wealth Partners
New York
$1.15M
EWM
1785
EPG Wealth Management
Georgia
$1.14M +$1.1M +4,042 New
AFAS
1786
Acorn Financial Advisory Services
Virginia
$1.14M -$16.9K -62 -2%
APC
1787
Aspire Private Capital
North Carolina
$1.14M -$89.7K -329 -8%
CF
1788
Clarity Financial
Texas
$1.14M +$175K +640 +19%
FF
1789
Farrell Financial
New York
$1.14M +$33K +121 +3%
AP
1790
Appleton Partners
Massachusetts
$1.14M -$38.5K -141 -3%
BOS
1791
Bank of Stockton
California
$1.14M +$182K +667 +20%
FNC
1792
First National Corp
Massachusetts
$1.13M -$296K -1,086 -21%
GWM
1793
Greenwich Wealth Management
Connecticut
$1.13M +$1.09M +3,985 New
AF
1794
Apexium Financial
Texas
$1.13M +$57.6K +211 +6%
NCFG
1795
New Century Financial Group
New Jersey
$1.13M +$497K +1,821 +84%
AIA
1796
Ally Invest Advisors
North Carolina
$1.12M -$130K -478 -11%
VRM
1797
Vectors Research Management
New York
$1.12M -$1.36K -5 -0.1%
CWM
1798
Centurion Wealth Management
Virginia
$1.12M +$1.07M +3,939 New
OWM
1799
Orgel Wealth Management
Wisconsin
$1.12M +$202K +739 +23%
BNP Paribas Financial Markets
1800
BNP Paribas Financial Markets
France
$1.12M -$19M -69,789 -95%

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.