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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
SLWA
2001
San Luis Wealth Advisors
California
$779K +$21.3K +78 +3%
WA
2002
WP Advisors
California
$777K +$2.73K +10 +0.4%
BBI
2003
Baxter Bros Inc
Connecticut
$776K
BONH
2004
Bank of New Hampshire
New Hampshire
$775K +$8.73K +32 +1%
RMCM
2005
Reynders McVeigh Capital Management
Massachusetts
$775K -$55.9K -205 -7%
JC
2006
JB Capital
Connecticut
$769K +$26.5K +97 +4%
SFP
2007
Sandbox Financial Partners
Maryland
$767K +$1.09K +4 +0.1%
ARC
2008
Advisor Resource Council
Texas
$762K -$1.31M -4,820 -64%
MWM
2009
Marietta Wealth Management
Georgia
$761K +$39.3K +144 +6%
SVWG
2010
Shared Vision Wealth Group
United States
$760K
LJAC
2011
L.J. Altfest & Co
New York
$757K +$30.5K +112 +4%
WEG
2012
World Equity Group
Illinois
$757K +$47.7K +175 +7%
VHAM
2013
Van Hulzen Asset Management
California
$755K -$10.4K -38 -1%
CWM
2014
Calamos Wealth Management
Illinois
$754K +$726K +2,663 New
FSC
2015
Full Sail Capital
Oklahoma
$753K -$132K -484 -15%
GJWM
2016
Gilliland Jeter Wealth Management
Arkansas
$752K +$74.2K +272 +11%
HWMO
2017
Heritage Wealth Management (Ohio)
Ohio
$751K -$84.6K -310 -10%
AWG
2018
Altus Wealth Group
Colorado
$750K -$63.3K -232 -8%
LT
2019
Legacy Trust
Michigan
$749K
IVP
2020
Intrinsic Value Partners
Arizona
$748K +$78.3K +287 +12%
CLA
2021
Carnegie Lake Advisors
New Jersey
$747K +$719K +2,637 New
CCA
2022
Clearwater Capital Advisors
Illinois
$747K -$83.7K -307 -10%
GCA
2023
Greenwood Capital Associates
South Carolina
$746K
EIM
2024
Ervin Investment Management
Washington
$742K -$70.9K -260 -9%
RA
2025
Riverstone Advisors
Texas
$741K

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.