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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
RWPA
2151
Richard W. Paul & Associates
Michigan
$589K
LCGC
2152
Legacy Capital Group California
California
$589K -$5.73K -21 -1%
NW
2153
Naviter Wealth
Arkansas
$587K +$564K +2,067 New
CGFA
2154
Colton Groome Financial Advisors
North Carolina
$587K
FAG
2155
Fortitude Advisory Group
Washington
$587K +$18.3K +67 +3%
CPC
2156
Consolidated Planning Corp
Georgia
$586K -$52.4K -192 -8%
FSWA
2157
Financial Synergies Wealth Advisors
Texas
$585K -$60K -220 -10%
EFG
2158
Elios Financial Group
Ohio
$584K +$562K +2,061 New
RCYC
2159
Richard C. Young & Co
Rhode Island
$583K +$69K +253 +14%
SIMG
2160
Sonora Investment Management Group
Arizona
$582K -$2.06M -7,547 -79%
BTWM
2161
Baker Tilly Wealth Management
Wisconsin
$580K +$75.3K +276 +16%
OPW
2162
Oxler Private Wealth
New York
$580K +$559K +2,049 New
SWM
2163
Salvus Wealth Management
New Jersey
$580K -$110K -403 -16%
BEW
2164
Burton Enright Welch
California
$580K -$12.5K -46 -2%
AA
2165
Addison Advisors
Vermont
$579K +$159K +582 +40%
CSIA
2166
Conrad Siegel Investment Advisors
Pennsylvania
$579K +$2.46K +9 +0.4%
AA
2167
Aufman Associates
Pennsylvania
$578K -$7.09K -26 -1%
DCM
2168
DGS Capital Management
New Jersey
$577K +$28.4K +104 +5%
AA
2169
Apriem Advisors
California
$577K -$5.18K -19 -0.9%
4WM
2170
4J Wealth Management
Virginia
$576K -$39.3K -144 -7%
EFL
2171
ERn Financial LLC
Wisconsin
$575K -$1.36K -5 -0.2%
IWMA
2172
Ironwood Wealth Management (Arizona)
Arizona
$571K +$818 +3 +0.1%
FFO
2173
Fiduciary Family Office
Florida
$565K -$169K -621 -24%
PP
2174
Patten & Patten
Tennessee
$565K +$25.9K +95 +5%
AA
2175
Aire Advisors
California
$563K -$438K -1,607 -45%

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.