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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
OCG
2351
Opus Capital Group
Ohio
$409K
NMM
2352
Naples Money Management
Florida
$408K +$393K +1,441 New
HFS
2353
Hantz Financial Services
Michigan
$407K +$392K +1,438 New
LA
2354
Lynch & Associates
Indiana
$406K +$1.09K +4 +0.3%
TWM
2355
Triton Wealth Management
Arizona
$404K +$818 +3 +0.2%
OWP
2356
ORG Wealth Partners
Texas
$404K +$389K +1,428 New
FMC
2357
First Merchants Corp
Indiana
$404K +$15K +55 +4%
HC
2358
Hamilton Capital
Ohio
$402K
SIAG
2359
Safeguard Investment Advisory Group
California
$402K +$3.27K +12 +0.9%
SP
2360
Stablepoint Partners
Massachusetts
$401K
RWM
2361
RKL Wealth Management
Pennsylvania
$401K
WFM
2362
Wolff Financial Management
Michigan
$399K +$384K +1,409 New
HKAM
2363
Horizon Kinetics Asset Management
New York
$398K
CSWG
2364
Cardinal Strategic Wealth Guidance
Kentucky
$397K
NAM
2365
NTV Asset Management
West Virginia
$395K +$273 +1 +0.1%
GAM
2366
Gould Asset Management
California
$394K -$105K -385 -22%
WCWM
2367
Willow Creek Wealth Management
California
$394K
PFG
2368
Prosperity Financial Group
California
$393K
BWA
2369
Burt Wealth Advisors
Maryland
$392K
LFG
2370
Lockerman Financial Group
California
$391K -$3K -11 -0.8%
BWP
2371
Balboa Wealth Partners
Arizona
$391K +$68.5K +251 +22%
AF
2372
Arrow Financial
New York
$390K +$376K +1,378 New
SCM
2373
Seascape Capital Management
New Hampshire
$390K -$94.1K -345 -20%
FFG
2374
Fortem Financial Group
California
$390K +$88.9K +326 +31%
GSIAS
2375
Garden State Investment Advisory Services
New Jersey
$390K

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.