We are live on ! Find out more
VTI icon

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
TWM
2251
Thrive Wealth Management
Pennsylvania
$494K +$36.8K +135 +8%
CRIG
2252
Charter Research & Investment Group
Connecticut
$494K
UW
2253
Unique Wealth
Florida
$491K +$147K +539 +45%
GP
2254
Geneva Partners
Wisconsin
$491K +$473K +1,735 New
FA
2255
Fountainhead AM
New Jersey
$490K +$121K +442 +34%
GWAM
2256
Guardian Wealth Advisors (Minnesota)
Minnesota
$488K
WCA
2257
Westover Capital Advisors
Delaware
$486K
TAM
2258
Trillium Asset Management
Massachusetts
$486K
RW
2259
Rockport Wealth
Ohio
$486K +$208K +762 +80%
HA
2260
HC Advisors
Georgia
$482K +$255K +934 +122%
NWM
2261
Northcape Wealth Management
New York
$481K +$109K +400 +31%
TCOO
2262
Trust Company of Oklahoma
Oklahoma
$480K
WAG
2263
Wheelhouse Advisory Group
Missouri
$479K -$81.3K -298 -15%
BWA
2264
BlueChip Wealth Advisors
Georgia
$479K +$9.55K +35 +2%
MCP
2265
Mirador Capital Partners
California
$478K -$1.09K -4 -0.2%
SFG
2266
Shum Financial Group
California
$477K +$456K +1,673 New
SFS
2267
Stiles Financial Services
Minnesota
$476K -$14.7K -54 -3%
TFP
2268
Triune Financial Partners
Kansas
$476K +$1.36K +5 +0.3%
CSPAM
2269
Cary Street Partners Asset Management
Virginia
$475K -$33.5K -123 -7%
AP
2270
Americana Partners
Texas
$475K
EIP
2271
Ellis Investment Partners
Pennsylvania
$475K +$1.09K +4 +0.2%
QC
2272
Quent Capital
New York
$474K
CAM
2273
Clarity Asset Management
Iowa
$474K +$818 +3 +0.2%
ACM
2274
Arcataur Capital Management
Wisconsin
$474K
DI
2275
Diligent Investors
California
$473K +$818 +3 +0.2%

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.