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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
CWM
2201
Chicago Wealth Management
Illinois
$546K +$546 +2 +0.1%
BBW
2202
Blue Barn Wealth
Utah
$544K +$273 +1 +0.1%
JFG
2203
Jefferies Financial Group
New York
$543K +$69K +253 +15%
MAS
2204
Meeder Advisory Services
Ohio
$543K -$93.3K -342 -15%
S
2205
Sachetta
Massachusetts
$542K +$165K +605 +46%
AC
2206
Anson Capital
Georgia
$540K -$140K -512 -21%
WH
2207
Whitcomb & Hess
Ohio
$539K -$7.91K -29 -1%
FSA
2208
Financial Security Advisor
Virginia
$539K +$238K +871 +85%
TPWA
2209
Twin Peaks Wealth Advisors
California
$539K -$42K -154 -7%
BFA
2210
Buttonwood Financial Advisors
Maryland
$539K -$9.55K -35 -2%
CAM
2211
CPA Asset Management
Florida
$539K
EL
2212
EWA LLC
Pennsylvania
$539K +$818 +3 +0.2%
BRA
2213
Biechele Royce Advisors
Indiana
$538K +$4.09K +15 +0.8%
GG
2214
Greenwood Gearhart
Arkansas
$538K -$10.9K -40 -2%
BMM
2215
Buffington Mohr McNeal
Idaho
$538K +$237K +868 +84%
NIWA
2216
New Insight Wealth Advisors
California
$536K -$818 -3 -0.2%
RBFC
2217
Roman Butler Fullerton & Co
Missouri
$533K +$273 +1 +0.1%
NCM
2218
Northside Capital Management
Oregon
$532K
THCM
2219
Taylor Hoffman Capital Management
Virginia
$532K +$516K +1,893 New
TA
2220
TFG Advisers
Michigan
$530K +$21.3K +78 +4%
WAG
2221
Windsor Advisory Group
Ohio
$530K +$5.73K +21 +1%
NRW
2222
Nova R Wealth
Kansas
$529K +$7.64K +28 +2%
SPC
2223
Spirepoint Private Client
Florida
$525K
BHPW
2224
Beverly Hills Private Wealth
California
$525K
SC
2225
Swan Capital
Florida
$524K

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.