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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
CTA
1801
Colonial Trust Advisors
South Carolina
$1.11M +$869K +3,185 +423%
AWA
1802
Aaron Wealth Advisors
Illinois
$1.11M +$265K +973 +33%
TAM
1803
Tucker Asset Management
Colorado
$1.11M -$15.3K -56 -1%
MWP
1804
Meredith Wealth Planning
Illinois
$1.11M +$1.91K +7 +0.2%
NWA
1805
New World Advisors
Massachusetts
$1.11M +$263K +964 +33%
PCMU
1806
Paragon Capital Management (Utah)
Utah
$1.11M +$119K +438 +13%
MWM
1807
Melfa Wealth Management
Massachusetts
$1.11M +$141K +516 +15%
MIM
1808
Macroview Investment Management
Maryland
$1.11M +$3.82K +14 +0.4%
EL
1809
Essex LLC
Illinois
$1.1M +$128K +469 +14%
SAM
1810
Sequent Asset Management
Texas
$1.1M -$620K -2,273 -37%
BMC
1811
Benin Management Corp
Connecticut
$1.1M +$1.06M +3,881 New
SAM
1812
Secure Asset Management
Michigan
$1.1M +$710K +2,602 +205%
CFD
1813
Creative Financial Designs
Indiana
$1.09M +$135K +495 +15%
EA
1814
Evergreen Advisors
Tennessee
$1.09M +$3.82K +14 +0.4%
KFI
1815
Key Financial Inc
Pennsylvania
$1.09M -$29.5K -108 -3%
KCFA
1816
Key Client Fiduciary Advisors
New Jersey
$1.09M -$104K -381 -9%
SL
1817
Salomon & Ludwin
Virginia
$1.08M -$11.2K -41 -1%
DIA
1818
Davidson Investment Advisors
Montana
$1.08M
GGV
1819
GG Group Ventures
Florida
$1.08M +$147K +538 +17%
SFP
1820
Shepherd Financial Partners
Massachusetts
$1.08M -$326K -1,195 -24%
HAC
1821
Harbor Advisory Corp
New Hampshire
$1.08M -$10.6K -39 -1%
CFS
1822
CRA Financial Services
New Jersey
$1.08M -$62.2K -228 -6%
GWM
1823
GDS Wealth Management
Texas
$1.08M +$102K +373 +11%
PP
1824
Prosperity Planning
Missouri
$1.07M -$22.9K -84 -2%
UA
1825
Unison Advisors
District of Columbia
$1.07M +$13.6K +50 +1%

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.