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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
GWSG
2076
GPS Wealth Strategies Group
Colorado
$674K +$44.7K +164 +7%
BFA
2077
Brown Financial Advisory
Alabama
$670K
EW
2078
Element Wealth
Mississippi
$669K
DACG
2079
Donor Advised Charitable Giving
California
$668K
MIC
2080
Meridian Investment Counsel
California
$667K +$5.46K +20 +0.9%
HHGA
2081
Halbert Hargrove Global Advisors
California
$667K +$643K +2,356 New
HTIM
2082
Harbour Trust & Investment Management
Indiana
$666K
AF
2083
Apollon Financial
South Carolina
$661K -$51K -187 -7%
Invesco
2084
Invesco
Georgia
$661K -$52.4K -192 -8%
TNB
2085
Thomasville National Bank
Georgia
$660K -$209K -765 -25%
PWMG
2086
Pioneer Wealth Management Group
Texas
$659K +$191K +700 +43%
FP
2087
Financial Perspectives
Minnesota
$659K -$14.7K -54 -2%
MF
2088
Manchester Financial
California
$658K
HCP
2089
Holt Capital Partners
Texas
$656K
SFG
2090
Sovereign Financial Group
Connecticut
$655K +$6.82K +25 +1%
TPW
2091
Talon Private Wealth
Florida
$652K +$628K +2,304 New
AR
2092
Apeiron RIA
Texas
$652K +$20.5K +75 +3%
RFP
2093
RCS Financial Planning
Maryland
$650K -$13.9K -51 -2%
HIA
2094
Harvest Investment Advisors
Florida
$650K
VBFG
2095
Vishria Bird Financial Group
Tennessee
$648K +$45K +165 +8%
PIWA
2096
Prevail Innovative Wealth Advisors
Kansas
$646K +$52.9K +194 +9%
MG
2097
MilWealth Group
Wisconsin
$646K +$16.4K +60 +3%
CPBTD
2098
Central Pacific Bank - Trust Division
Hawaii
$646K
AWC
2099
Adamsbrown Wealth Consultants
Kansas
$646K -$13.4K -49 -2%
CWMS
2100
Cannon Wealth Management Services
North Carolina
$644K +$621K +2,275 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.