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Vanguard Total Stock Market ETF

3,171 hedge funds and large institutions have $135B invested in Vanguard Total Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 447 funds opening new positions, 1,293 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: 1,293 | 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: 2,8463,171 (+325)

11% more funds holding in top 10

Funds holding in top 10: 581647 (+66)

1% more capital invested

Capital invested by funds: $133B → $135B (+$1.75B)

2.88% less ownership

Funds ownership: 30.58%27.7% (-2.9%)

Holders
3,171
Holders Change
+325
Holders Change %
+11.42%
% of All Funds
41.77%
Holding in Top 10
647
Holding in Top 10 Change
+66
Holding in Top 10 Change %
+11.36%
% of All Funds
8.52%
New
447
Increased
1,293
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
BHWM
3076
Bay Harbor Wealth Management
Maryland
$105K +$5.83K +20 +6%
FGC
3077
Financial Gravity Companies
Texas
$104K +$584 +2 +0.6%
WW
3078
Winnow Wealth
Texas
$103K +$104K +357 New
RL
3079
Rogco LP
Oklahoma
$103K
CWM
3080
Compass Wealth Management
Connecticut
$101K
FFA
3081
Founders Financial Alliance
North Carolina
$99.6K -$2.33K -8 -2%
JFG
3082
JDM Financial Group
Texas
$99.3K +$10.2K +35 +11%
BA
3083
Bellwether Advisors
Nebraska
$99.1K +$99.8K +342 New
CH
3084
Canton Hathaway
Rhode Island
$99K
HI
3085
Horizon Investments
North Carolina
$97.4K +$98K +336 New
PAIM
3086
Punch & Associates Investment Management
Minnesota
$93.9K +$9.92K +34 +12%
RMP
3087
Richards, Merrill & Peterson
Washington
$93.6K +$94.2K +323 New
JEST
3088
JTC Employer Solutions Trustee
Jersey
$93K
National Bank of Canada
3089
National Bank of Canada
Quebec, Canada
$88.4K -$4.69M -16,083 -98%
BWM
3090
Bernard Wealth Management
Michigan
$88.1K +$88.7K +304 New
BA
3091
Ballast Advisors
Minnesota
$86.4K
UIA
3092
Ulland Investment Advisors
Minnesota
$86K -$10.8K -37 -11%
VCM
3093
Viewpoint Capital Management
Washington
$85.5K -$79.4K -272 -48%
RMC
3094
Resources Management Corp
Connecticut
$85K -$1.46K -5 -2%
AWM
3095
Activest Wealth Management
Florida
$81.8K
WWP
3096
WR Wealth Planners
Missouri
$80.2K +$44.9K +154 +125%
WA
3097
Whipplewood Advisors
Colorado
$76.5K +$77K +264 New
SVCP
3098
Silicon Valley Capital Partners
California
$75.5K +$875 +3 +1%
RCM
3099
Raleigh Capital Management
North Carolina
$73.8K +$29.8K +102 +67%
M
3100
MOTCO
Texas
$73K

VTI Hedge Fund Activity: Q4 2024 in Review

3,171 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard 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 1,293 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.

  • 3,171 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q4 2024, up from 2,846 in Q3 2024.
  • Funds reported $135B of Vanguard Total Stock Market ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 447 funds opened new Vanguard Total Stock Market ETF positions in Q4 2024 and 67 closed out, a net change of +380 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q4 2024 was Essential Planning, an estimated $925M added.
  • The largest Vanguard Total Stock Market ETF seller in Q4 2024 was US Bancorp, an estimated $3.19B sold.

Based on aggregated 13F filings for Q4 2024.