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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
OIA
2126
Optimum Investment Advisors
Illinois
$617K
USWIA
2127
UP Strategic Wealth Investment Advisors
Pennsylvania
$617K
BWP
2128
Baldwin Wealth Partners
Massachusetts
$616K -$18.8K -69 -3%
VC
2129
Veracity Capital
Georgia
$615K +$1.91K +7 +0.3%
ANB
2130
Amarillo National Bank
Texas
$614K
LWM
2131
Lakeridge Wealth Management
Ohio
$612K -$77.2K -283 -12%
MPWS
2132
McCarter Private Wealth Services
Massachusetts
$611K +$589K +2,159 New
IIM
2133
InTrack Investment Management
Vermont
$610K
GHA
2134
GW Henssler & Associates
Georgia
$609K +$365K +1,338 +164%
SIC
2135
SJS Investment Consulting
Ohio
$609K -$81K -297 -12%
VIP
2136
Vantage Investment Partners
Missouri
$607K +$30K +110 +5%
AA
2137
Argent Advisors
Louisiana
$606K +$1.64K +6 +0.3%
SCM
2138
Saxony Capital Management
Missouri
$605K +$583K +2,138 New
WIP
2139
WealthCare Investment Partners
Rhode Island
$604K -$11.7K -43 -2%
PWM
2140
Penobscot Wealth Management
Maine
$602K +$40.1K +147 +7%
MM
2141
Meridian Management
Arkansas
$601K -$9.82K -36 -2%
OWMIAS
2142
One Wealth Management Investment & Advisory Services
Florida
$601K -$6K -22 -1%
IA
2143
Insight Advisors
Pennsylvania
$599K +$30.3K +111 +6%
FVCM
2144
F&V Capital Management
Florida
$597K +$10.9K +40 +2%
PRS
2145
Pinkerton Retirement Specialists
Idaho
$596K -$49.1K -180 -8%
CCM
2146
Crabel Capital Management
California
$595K -$13.6K -50 -2%
WF
2147
Welch & Forbes
Massachusetts
$593K +$321K +1,177 +128%
OIS
2148
Okabena Investment Services
Minnesota
$592K
QIM
2149
Quest Investment Management
Oregon
$592K -$63.6K -233 -10%
CP
2150
Capital Planning
Washington
$590K +$24K +88 +4%

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.