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
SCM
1976
Shorepath Capital Management
Utah
$808K +$4.09K +15 +0.5%
EWM
1977
Elmwood Wealth Management
California
$805K +$56.5K +207 +8%
FCA
1978
FinTrust Capital Advisors
South Carolina
$805K -$191K -700 -20%
EA
1979
Emerald Advisors
Washington
$804K
TCG
1980
Transcendent Capital Group
Oklahoma
$804K -$20.5K -75 -3%
WLPWM
1981
Walled Lake Planning & Wealth Management
Illinois
$801K +$43.1K +158 +6%
LDB
1982
Lee, Danner & Bass
Tennessee
$800K -$33K -121 -4%
MAM
1983
MMA Asset Management
Pennsylvania
$800K +$437K +1,602 +98%
APIM
1984
Agate Pass Investment Management
Washington
$798K
I
1985
IMPACTfolio
Colorado
$797K
LFA
1986
LGT Financial Advisors
Texas
$796K -$642K -2,352 -46%
GIA
1987
GHP Investment Advisors
Colorado
$796K +$163K +597 +27%
NEPPG
1988
New England Professional Planning Group
Rhode Island
$794K
PWS
1989
Physician Wealth Solutions
Nevada
$794K
LAIC
1990
Lederer & Associates Investment Counsel
California
$793K
AWP
1991
Abacus Wealth Partners
California
$791K +$19.1K +70 +3%
ATFA
1992
All Terrain Financial Advisors
Minnesota
$789K +$4.91K +18 +0.7%
TCM
1993
Towercrest Capital Management
Pennsylvania
$786K -$6.55K -24 -0.9%
AWMG
1994
Alliance Wealth Management Group
New Jersey
$786K -$6.55K -24 -0.9%
CPA
1995
Capital Planning Advisors
California
$786K -$273 -1 -0%
RWM
1996
Rezny Wealth Management
Florida
$784K +$923K +3,385 +302%
AFS
1997
AFG Fiduciary Services
Massachusetts
$783K -$3.27K -12 -0.4%
MAV
1998
Mason & Associates (Virginia)
Virginia
$783K -$7.91K -29 -1%
AEPWM
1999
Atlantic Edge Private Wealth Management
Florida
$782K +$57K +209 +8%
MFP
2000
Meridian Financial Partners
Virginia
$780K -$1.91K -7 -0.3%

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.