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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
HBS
2401
Howard Bailey Securities
Indiana
$366K +$353K +1,294 New
OAM
2402
Occidental Asset Management
California
$366K +$134K +491 +61%
RWM
2403
Revisor Wealth Management
Ohio
$366K
RCM
2404
Richardson Capital Management
Wisconsin
$365K -$12.3K -45 -3%
ARG
2405
Advisory Resource Group
Oklahoma
$364K +$1.09K +4 +0.3%
AWM
2406
Avondale Wealth Management
Texas
$363K
SPA
2407
Sentinel Pension Advisors
Massachusetts
$363K +$16.4K +60 +5%
AFG
2408
ABLE Financial Group
Arizona
$362K +$349K +1,280 New
CCG
2409
Catalina Capital Group
California
$362K -$226K -828 -39%
CCA
2410
Conservest Capital Advisors
Pennsylvania
$360K
MCIA
2411
Mountain Capital Investment Advisors
Colorado
$360K -$277K -1,014 -45%
LEFP
2412
Leading Edge Financial Planning
Tennessee
$360K +$15.3K +56 +5%
PG
2413
Prostatis Group
Maryland
$359K +$28.9K +106 +9%
B
2414
Bensler
Washington
$358K -$27.3K -100 -7%
JSC
2415
Jackson Square Capital
California
$358K +$345K +1,264 New
PWM
2416
Purus Wealth Management
California
$357K
CCM
2417
Condor Capital Management
New Jersey
$357K +$18.3K +67 +6%
TLFA
2418
True Link Financial Advisors
California
$356K +$36.3K +133 +12%
ACA
2419
Affinity Capital Advisors
California
$356K -$7.64K -28 -2%
PWW
2420
Pettyjohn Wood & White
Virginia
$354K -$13.6K -50 -4%
DCBT
2421
Dakota Community Bank & Trust
North Dakota
$354K
LC
2422
LCNB Corp
Ohio
$354K
ACM
2423
Alamar Capital Management
California
$353K +$39K +143 +13%
HFO
2424
Heritage Family Offices
Arizona
$352K +$96K +352 +40%
WW
2425
Waterfront Wealth
Kansas
$349K -$8.18K -30 -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.