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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
NCMW
2301
Northern Capital Management (Washington)
Washington
$451K +$546 +2 +0.1%
FFM
2302
Flagstone Financial Management
Nebraska
$450K +$29.7K +109 +7%
VPP
2303
Vertex Planning Partners
Illinois
$450K +$3.27K +12 +0.8%
JGUA
2304
John G. Ullman & Associates
New York
$450K
EWA
2305
Encompass Wealth Advisors
Oregon
$449K +$39K +143 +10%
FP
2306
FFG Partners
Florida
$448K +$1.64K +6 +0.4%
ECA
2307
Elevated Capital Advisors
Utah
$448K -$7.36K -27 -2%
SGWM
2308
Sterling Group Wealth Management
California
$447K +$51K +187 +13%
FC
2309
Fusion Capital
South Carolina
$442K +$27.3K +100 +7%
CI
2310
Chartist Inc
California
$442K
FCG
2311
Fielder Capital Group
Tennessee
$441K +$273 +1 +0.1%
CCP
2312
Carmel Capital Partners
California
$439K -$7.64K -28 -2%
ZIG
2313
Zullo Investment Group
Pennsylvania
$439K -$7.36K -27 -2%
SAMC
2314
Spectrum Asset Management (California)
California
$439K -$7.36K -27 -2%
SC
2315
Schiavi & Co
Delaware
$437K +$37.1K +136 +10%
SFS
2316
Sharp Financial Services
Pennsylvania
$437K +$109K +400 +35%
PG
2317
Patten Group
Tennessee
$436K -$8.46K -31 -2%
PCMC
2318
Paragon Capital Management (Colorado)
Colorado
$436K -$57K -209 -12%
OPA
2319
Old Port Advisors
Maine
$436K +$186K +681 +79%
KWM
2320
Keebeck Wealth Management
Illinois
$434K
SCM
2321
Sage Capital Management
New Jersey
$434K +$1.09K +4 +0.3%
OAS
2322
Optivise Advisory Services
Tennessee
$431K -$15K -55 -3%
HPA
2323
High Probability Advisors
New York
$431K +$39K +143 +10%
LA
2324
Legacy Advisors
Pennsylvania
$430K
CIA
2325
Cape Investment Advisory
Georgia
$429K +$88.4K +324 +27%

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.