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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.4B +$1.28B +4,691,031 +10%
RIM
2
Rakuten Investment Management
Japan
$12.2B +$397M +1,454,618 +3%
Betterment LLC
3
Betterment LLC
New York
$7.83B -$174M -639,516 -2%
Wealthfront Advisers
4
Wealthfront Advisers
California
$4.29B +$53.3M +195,549 +1%
US Bancorp
5
US Bancorp
Minnesota
$3.72B -$79M -289,503 -2%
LPL Financial
6
LPL Financial
California
$3.68B +$66.2M +242,536 +2%
Morgan Stanley
7
Morgan Stanley
New York
$3.57B +$68.2M +250,162 +2%
Bank of America
8
Bank of America
North Carolina
$3.56B -$227M -832,623 -6%
WI
9
WealthNavi Inc
Japan
$3.22B +$103M +377,631 +3%
Northern Trust
10
Northern Trust
Illinois
$2.7B -$86.9M -318,462 -3%
AF
11
Allworth Financial
California
$2.38B +$36.6M +134,150 +2%
HWM
12
HB Wealth Management
Georgia
$2.12B +$31.5M +115,543 +1%
Creative Planning
13
Creative Planning
Kansas
$1.93B -$64.2M -235,322 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.79B -$45.4M -166,383 -3%
BP
15
Ballentine Partners
Massachusetts
$1.68B -$7.73M -28,336 -0.5%
Wells Fargo
16
Wells Fargo
California
$1.62B -$56.1M -205,569 -3%
UBS Group
17
UBS Group
Switzerland
$1.21B +$12.8M +46,933 +1%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$1.12B +$32.9M +120,771 +3%
NAM
19
Nissay Asset Management
Japan
$1.12B
JP Morgan Chase
20
JP Morgan Chase
New York
$985M -$292M -1,072,334 -24%
MIS
21
Morningstar Investment Services
Illinois
$902M -$25.7M -94,309 -3%
SFA
22
Sequoia Financial Advisors
Ohio
$844M +$13.8M +50,777 +2%
NMIFOAC
23
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$761M -$62.2M -228,000 -8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$744M -$13.5M -49,527 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$743M +$30.8M +112,759 +4%

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.