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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
TA
2376
TrueWealth Advisors
Alabama
$388K +$818 +3 +0.2%
TI
2377
tru Independence
Oregon
$387K -$2.46K -9 -0.7%
IDA
2378
Intelligence Driven Advisers
California
$387K +$49.6K +182 +15%
MCM
2379
Maple Capital Management
Vermont
$386K -$72.3K -265 -16%
KWA
2380
Kellett Wealth Advisors
Ohio
$386K +$371K +1,362 New
WFMPM
2381
Woodley Farra Manion Portfolio Management
Indiana
$385K +$1.36K +5 +0.4%
CWS
2382
Cypress Wealth Services
California
$385K +$4.09K +15 +1%
AGA
2383
Arkos Global Advisors
Texas
$383K
DWMS
2384
Dominguez Wealth Management Solutions
Virginia
$382K +$368K +1,351 New
1CP
2385
17 Capital Partners
Arizona
$381K +$76.1K +279 +26%
DA
2386
Drake & Associates
Wisconsin
$380K +$13.1K +48 +4%
OPWM
2387
Oxinas Partners Wealth Management
Indiana
$380K +$273 +1 +0.1%
BWM
2388
Buska Wealth Management
Wisconsin
$380K -$15.5K -57 -4%
MCG
2389
McCollum Christoferson Group
New York
$380K
CISOA
2390
Capital Investment Services of America
Wisconsin
$377K +$16.4K +60 +5%
HA
2391
Herold Advisors
New York
$377K -$163K -598 -31%
NCM
2392
Novare Capital Management
North Carolina
$376K -$23.7K -87 -6%
ATI
2393
Act Two Investors
California
$373K
DC
2394
Darrow Company
Massachusetts
$372K +$273 +1 +0.1%
PA
2395
Pineridge Advisors
Missouri
$369K -$213K -780 -37%
SDJVC
2396
St. Denis J. Villere & Co
Louisiana
$368K
AP
2397
Atwood & Palmer
Missouri
$368K
CBT
2398
CoreFirst Bank & Trust
Kansas
$368K
WFA
2399
WestHill Financial Advisors
California
$368K +$12.5K +46 +4%
PBO
2400
Peoples Bank (Ohio)
Ohio
$368K

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.