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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
CWA
2051
CM Wealth Advisors
Ohio
$709K
JAFL
2052
Jay A. Fishman Ltd
Michigan
$708K
IPA
2053
Investment Planning Advisors
Georgia
$707K
TI
2054
Trexquant Investment
Connecticut
$706K -$435K -1,595 -39%
WN
2055
Williams & Novak
California
$706K -$72K -264 -10%
RA
2056
Ruggaard & Associates
Ohio
$703K +$7.91K +29 +1%
SBF
2057
Sara-Bay Financial
Florida
$700K -$72.8K -267 -10%
BCM
2058
Bienville Capital Management
New York
$700K
UWPG
2059
Ullmann Wealth Partners Group
Florida
$699K +$546 +2 +0.1%
GWWM
2060
Great Waters Wealth Management
Minnesota
$698K -$5.73K -21 -0.8%
FCT
2061
First Community Trust
Iowa
$697K
DA
2062
Detalus Advisors
Missouri
$697K -$4.91K -18 -0.7%
PWA
2063
Prairie Wealth Advisors
Nebraska
$695K
SEM
2064
Strategic Equity Management
Arizona
$692K +$667K +2,444 New
HWM
2065
HighMark Wealth Management
Minnesota
$688K +$23.2K +85 +4%
TWM
2066
Trinity Wealth Management
Pennsylvania
$687K +$354K +1,297 +115%
SWA
2067
SFMG Wealth Advisors
Texas
$687K -$9K -33 -1%
VWM
2068
Venturi Wealth Management
Texas
$686K -$37.4K -137 -5%
CWP
2069
Curated Wealth Partners
California
$686K -$115K -420 -15%
CWM
2070
Certus Wealth Management
California
$682K -$184K -675 -22%
ETS
2071
ESL Trust Services
New York
$680K +$161K +591 +33%
AWA
2072
Alaska Wealth Advisors
Alaska
$679K -$27.3K -100 -4%
AIA
2073
Alera Investment Advisors
Illinois
$679K +$80.5K +295 +14%
NWAG
2074
Net Worth Advisory Group
Utah
$677K +$653K +2,393 New
IBOK
2075
Independence Bank of Kentucky
Kentucky
$676K +$1.36K +5 +0.2%

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.