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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
I
1926
INVST
Indiana
$892K -$93.6K -343 -10%
FBC
1927
Fairfield, Bush & Co
Connecticut
$890K -$61.6K -226 -7%
CNFG
1928
Creegan & Nassoura Financial Group
New Hampshire
$889K
LIS
1929
Legacy Investment Solutions
Idaho
$887K +$817K +2,996 New
LWMI
1930
Legacy Wealth Management (Idaho)
Idaho
$887K +$817K +2,996 New
ACM
1931
Armbruster Capital Management
New York
$886K -$108K -397 -11%
BSI
1932
Bennett Selby Investments
Maine
$885K
PSCM
1933
Per Stirling Capital Management
Texas
$884K +$286K +1,048 +50%
BOM
1934
Bank of Marin
California
$884K -$5.73K -21 -0.7%
VF
1935
VitalStone Financial
Texas
$883K +$6.27K +23 +0.7%
BP
1936
Broadleaf Partners
Ohio
$877K +$122K +447 +17%
RP
1937
Rowlandmiller & Partners
Georgia
$874K +$1.36K +5 +0.2%
FM
1938
Foster & Motley
Ohio
$873K +$216K +791 +35%
LIM
1939
Lathrop Investment Management
Arkansas
$872K +$3K +11 +0.4%
CPCP
1940
Cedar Point Capital Partners
Iowa
$871K -$52.4K -192 -6%
CA
1941
Carson Advisory
Georgia
$869K -$2.73K -10 -0.3%
IIC
1942
Ironwood Investment Counsel
Arizona
$868K +$70.6K +259 +9%
RFA
1943
Resurgent Financial Advisors
Georgia
$864K
WF
1944
Warner Financial
Maryland
$864K -$67.9K -249 -8%
AIA
1945
Armor Investment Advisors
North Carolina
$862K -$9.55K -35 -1%
CPSAC
1946
Chas P. Smith & Associates (CPS)
Florida
$860K -$48K -176 -5%
HG
1947
Harbor Group
New Hampshire
$859K
TNA
1948
True North Advisors
Texas
$859K +$23.2K +85 +3%
FFO
1949
Fortitude Family Office
Arizona
$858K +$273 +1 +0%
MW
1950
Maia Wealth
Colorado
$856K -$69.3K -254 -8%

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.