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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
BGA
301
Battery Global Advisors
Massachusetts
$45.7M +$2.38M +8,173 +5%
RW
302
REDW Wealth
New Mexico
$45.6M -$4.95M -16,956 -10%
FT
303
Fiduciary Trust
Massachusetts
$45.4M +$3.97M +13,616 +10%
KA
304
Kearns & Associates
California
$45M +$167K +573 +0.4%
WTFG
305
Wood Tarver Financial Group
Idaho
$44.9M +$45.2M +154,916 New
BW
306
BostonPremier Wealth
Massachusetts
$44.7M +$45M +154,395 New
MHR
307
Matthew Hamilton Rosenberg
$44.6M -$1M -3,444 -2%
Victory Capital Management
308
Victory Capital Management
Texas
$44.4M +$1.17M +3,997 +3%
BSSFA
309
Baron Silver Stevens Financial Advisors
Florida
$44.1M +$1.22M +4,184 +3%
AWM
310
Altus Wealth Management
Kentucky
$44.1M +$556K +1,906 +1%
BWA
311
Bordeaux Wealth Advisors
California
$44.1M +$258K +885 +0.6%
NPT
312
National Philanthropic Trust
Pennsylvania
$44M +$1.56M +5,330 +4%
TVAMP
313
Tennessee Valley Asset Management Partners
Tennessee
$43.9M -$521K -1,787 -1%
PA
314
Parallel Advisors
California
$43.8M -$144K -495 -0.3%
CC
315
Cypress Capital
Tennessee
$43.6M -$5.31M -18,190 -11%
RWI
316
Red Wave Investments
Pennsylvania
$43.4M -$610K -2,092 -1%
FC
317
Family CFO
California
$43.3M +$991K +3,395 +2%
WWWM
318
White Wing Wealth Management
Texas
$43.1M +$1.17M +4,024 +3%
FFWA
319
FRG Family Wealth Advisors
Washington
$43M -$296K -1,013 -0.7%
Principal Financial Group
320
Principal Financial Group
Iowa
$42.9M -$1.62M -5,562 -4%
BCWM
321
Bartlett & Co Wealth Management
Ohio
$42.8M -$454K -1,556 -1%
OO
322
Obsido Oy
$42.8M +$43.1M +147,785 New
NSIM
323
North Star Investment Management
Illinois
$42.7M +$968K +3,318 +2%
HR
324
Howe & Rusling
New York
$42.1M +$1.36M +4,660 +3%
OFP
325
OLIO Financial Planning
Virginia
$41.8M -$24.9M -85,468 -37%

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.