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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
FIC
1876
Family Investment Center
Missouri
$973K +$444K +1,629 +90%
RCM
1877
Regency Capital Management
Hawaii
$972K
CA
1878
Claris Advisors
Missouri
$970K +$1.64K +6 +0.2%
CSWM
1879
Cassady Schiller Wealth Management
Ohio
$969K -$69.3K -254 -7%
LIM
1880
Loudon Investment Management
New Hampshire
$969K +$34.9K +128 +4%
MAA
1881
Matrix Asset Advisors
New York
$968K
MIAS
1882
Mason Investment Advisory Services
Virginia
$967K
FL
1883
FreeGulliver LLC
Louisiana
$967K +$1.91K +7 +0.2%
BC
1884
Burney Company
Virginia
$964K -$57.8K -212 -6%
BA
1885
Brightwater Advisory
Florida
$961K -$19.4K -71 -2%
TD Asset Management
1886
TD Asset Management
Ontario, Canada
$960K +$3.55K +13 +0.4%
DWS
1887
Discipline Wealth Solutions
South Carolina
$960K +$69.8K +256 +8%
HS
1888
Horan Securities
United States
$959K +$350K +1,283 +61%
DWA
1889
Divergent Wealth Advisors
Utah
$958K -$26.5K -97 -3%
QPWM
1890
Quadrant Private Wealth Management
Pennsylvania
$955K -$10.6K -39 -1%
WPP
1891
Whalerock Point Partners
Rhode Island
$954K
FDDB
1892
Fidelity D&D Bancorp
Pennsylvania
$953K -$1.64K -6 -0.2%
ES
1893
Eagle Strategies
New York
$949K +$5.46K +20 +0.6%
SWA
1894
Strata Wealth Advisors
Texas
$948K +$464K +1,702 +103%
CFG
1895
Clayton Financial Group
Missouri
$948K +$386K +1,414 +73%
Russell Investments Group
1896
Russell Investments Group
United Kingdom
$945K +$621K +2,276 +215%
KFS
1897
Kaizen Financial Strategies
California
$943K
CCA
1898
Cora Capital Advisors
New Jersey
$942K +$60.6K +222 +7%
HCM
1899
Hengehold Capital Management
Ohio
$941K +$52.4K +192 +6%
PP
1900
Pegasus Partners
Wisconsin
$939K +$904K +3,316 New

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.