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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
KTM
2226
Keeler Thomas Management
Utah
$522K -$818 -3 -0.2%
BWM
2227
BCGM Wealth Management
Indiana
$521K -$818 -3 -0.2%
FCB
2228
First County Bank
Connecticut
$521K +$29.2K +107 +6%
LC
2229
Legacy CG
Texas
$521K -$86.2K -316 -15%
FAT
2230
First American Trust
California
$518K
HCM
2231
HMS Capital Management
Tennessee
$518K
LAM
2232
LifePro Asset Management
California
$518K -$4.36K -16 -0.9%
BHWM
2233
Bar Harbor Wealth Management
New Hampshire
$517K
CCM
2234
Chilton Capital Management
Texas
$517K
ZIC
2235
ZWJ Investment Counsel
Georgia
$517K
HFRG
2236
Houlihan Financial Resource Group
Virginia
$516K +$497K +1,822 New
RFS
2237
Retirement Financial Solutions
Tennessee
$515K +$1.64K +6 +0.3%
BFC
2238
Blue Fin Capital
Rhode Island
$513K
NG
2239
Norden Group
Utah
$509K +$20.7K +76 +4%
PPW
2240
Pasadena Private Wealth
California
$509K +$1.36K +5 +0.3%
GFWA
2241
Grey Fox Wealth Advisors
Delaware
$509K +$14.2K +52 +3%
HWM
2242
Horizons Wealth Management
North Carolina
$508K -$12.5K -46 -3%
PWM
2243
Prosperity Wealth Management
California
$507K +$1.91K +7 +0.4%
GFA
2244
Gallagher Fiduciary Advisors
Illinois
$506K -$52.6K -193 -10%
FGG
2245
Financial Guidance Group
Florida
$505K -$16.4K -60 -3%
FPGK
2246
Financial Partners Group (Kansas)
Kansas
$504K -$455K -1,667 -48%
CCM
2247
Ciovacco Capital Management
Georgia
$498K +$480K +1,759 New
YWM
2248
Yardley Wealth Management
Pennsylvania
$497K +$478K +1,754 New
RMF
2249
Red Mountain Financial
Colorado
$497K +$546 +2 +0.1%
WFS
2250
WealthGarden F.S.
California
$497K +$7.36K +27 +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.