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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
NHC
251
Nicholas Hoffman & Company
Georgia
$59.5M +$1.17K +4 +0%
MSFS
252
Main Street Financial Solutions
Pennsylvania
$59.4M +$3.85M +13,199 +7%
PAS
253
Park Avenue Securities
New York
$59.3M +$1.38M +4,733 +2%
CGL
254
Clarius Group LLC
Washington
$59.2M +$658K +2,256 +1%
N
255
Nuveen
North Carolina
$59.1M +$23.3M +79,700 +64%
AT
256
Arlington Trust
Alabama
$58.8M +$13.6M +46,748 +30%
Natixis Advisors
257
Natixis Advisors
Massachusetts
$58.7M +$44.5M +152,577 +306%
WFA
258
Wellspring Financial Advisors
Ohio
$58.7M +$890K +3,052 +0%
CWM
259
Cedar Wealth Management
California
$58.6M -$2.44M -8,361 -4%
EK
260
Evensky & Katz
Florida
$58.5M -$936K -3,207 -2%
CB
261
Commerce Bank
Missouri
$57.2M +$464K +1,589 +0.8%
AI
262
Axos Invest
Nevada
$56.7M -$3.71M -12,700 -6%
OIA
263
OneDigital Investment Advisors
Kansas
$56.3M +$700K +2,398 +1%
UOMF
264
University of Maryland Foundation
Maryland
$56.3M
LW
265
Libra Wealth
California
$55.3M +$1.74M +5,950 +3%
AWS
266
Atria Wealth Solutions
New York
$54.8M -$935K -3,203 -2%
EWA
267
EP Wealth Advisors
California
$54.5M +$545K +1,868 +1%
IWC
268
Integrated Wealth Concepts
Massachusetts
$54.1M +$9.43M +32,332 +21%
AllianceBernstein
269
AllianceBernstein
Tennessee
$54M +$1.56M +5,340 +3%
SMC
270
Smith, Moore & Co
Missouri
$53.6M -$276K -945 -0.5%
PPC
271
Pennington Partners & Co
Maryland
$53.2M +$53.5M +183,435 New
GP
272
Greenline Partners
New York
$52.8M +$3.5M +12,003 +7%
MWM
273
Modera Wealth Management
New Jersey
$52.8M +$14.3M +49,161 +37%
JFGLC
274
Johnson Financial Group LLC (Colorado)
Colorado
$52.5M -$3.62M -12,396 -6%
MPW
275
Monterey Private Wealth
California
$52.4M +$2.13M +7,286 +4%

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.