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Vanguard Morningstar Total Stock Market ETF

3,172 hedge funds and large institutions have $135B invested in Vanguard Morningstar Total Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 447 funds opening new positions, 1,294 increasing their positions, 1,042 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 447 | Existing positions closed: 67

24% more repeat investments, than reductions

Existing positions increased: 1,294 | Existing positions reduced: 1,042

19% more call options, than puts

Call options by funds: $373M | Put options by funds: $313M

11% more funds holding

Funds holding: 2,8473,172 (+325)

11% more funds holding in top 10

Funds holding in top 10: 582648 (+66)

1% more capital invested

Capital invested by funds: $133B → $135B (+$1.76B)

2.88% less ownership

Funds ownership: 30.59%27.71% (-2.9%)

Holders
3,172
Holders Change
+325
Holders Change %
+11.42%
% of All Funds
41.78%
Holding in Top 10
648
Holding in Top 10 Change
+66
Holding in Top 10 Change %
+11.34%
% of All Funds
8.53%
New
447
Increased
1,294
Reduced
1,042
Closed
67
Calls
$373M
Puts
$313M
Net Calls
+$59.4M
Net Calls Change
-$286M
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
226
Jaffetilchin Investment Partners
Florida
$65.9M +$1.87M +6,409 +3%
CL
227
Choreo LLC
Illinois
$64.7M +$7.2M +24,692 +12%
LGWM
228
Litman Gregory Wealth Management
California
$64.5M -$747K -2,559 -1%
MWM
229
MorganRosel Wealth Management
Colorado
$64.4M -$1.06M -3,620 -2%
KIA
230
KCM Investment Advisors
California
$64.2M -$254K -869 -0.4%
B
231
Bailard
California
$64.2M -$435K -1,491 -0.7%
LNWTC
232
Laird Norton Wetherby Trust Company
Washington
$64.2M +$9.16M +31,396 +17%
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$63.3M +$5.17M +17,711 +9%
HTC
234
Haverford Trust Company
Pennsylvania
$63.3M +$351K +1,204 +0.6%
WFA
235
Wade Financial Advisory
California
$63.2M +$427K +1,464 +0.7%
FBT
236
First Bank & Trust
South Dakota
$62.8M -$238K -815 -0.4%
APG
237
Abacus Planning Group
South Carolina
$62.5M +$2.08M +7,128 +3%
SWP
238
Stratos Wealth Partners
Ohio
$62.4M +$295K +1,012 +0.5%
PCM
239
Prospera Capital Management
Arizona
$62.2M +$62.6M +214,520 New
IOOF
240
Independent Order of Foresters
Ontario, Canada
$62M -$8.59M -29,437 -12%
Macquarie Group
241
Macquarie Group
Australia
$62M -$8.59M -29,437 -12%
OA
242
Operose Advisors
Wisconsin
$61.9M +$3.35M +11,477 +6%
EPP
243
ETF Portfolio Partners
Kansas
$61.7M -$5.85M -20,061 -9%
BAAM
244
Baker Avenue Asset Management
California
$61.5M +$10.5M +35,834 +20%
SA
245
Sanctuary Advisors
Indiana
$61.3M -$10.8M -36,967 -15%
UI
246
Unconventional Investor
New Hampshire
$61.1M +$2.6M +8,911 +4%
HA
247
Hanover Advisors
South Carolina
$60.2M -$2.11M -7,217 -3%
ECG
248
EPIQ Capital Group
California
$60.1M -$45.5K -156 -0.1%
NG
249
Northstar Group
New York
$59.8M +$3.93M +13,466 +7%
PWM
250
Prentice Wealth Management
New York
$59.5M +$86.4K +296 +0.1%

VTI Hedge Fund Activity: Q4 2024 in Review

3,172 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q4 2024, worth a combined $135B — up 1.3% from $133B a quarter earlier.

Buyers outnumbered sellers: 447 funds opened new VTI positions and 67 closed out — a net gain of 380 holders — while 1,294 added to existing stakes and 1,042 trimmed.

The largest buyer was Essential Planning, adding an estimated $925M. The largest seller was US Bancorp, cutting an estimated $3.19B.

  • 3,172 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q4 2024, up from 2,847 in Q3 2024.
  • Funds reported $135B of Vanguard Morningstar Total Stock Market ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 447 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q4 2024 and 67 closed out, a net change of +380 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q4 2024 was Essential Planning, an estimated $925M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q4 2024 was US Bancorp, an estimated $3.19B sold.

Based on aggregated 13F filings for Q4 2024.