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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
KIM
326
Karpus Investment Management
New York
$41.7M -$514K -1,760 -1%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$41.7M +$207K +708 +0.5%
FLPIM
328
F.L. Putnam Investment Management
Massachusetts
$41.6M +$9.34K +32 +0%
FHA
329
Flagship Harbor Advisors
Massachusetts
$41.5M -$587K -2,012 -1%
WFP
330
Wrenne Financial Planning
Kentucky
$41.5M +$2.49M +8,538 +6%
CIA
331
Concurrent Investment Advisors
Florida
$41.4M -$3.38M -11,594 -8%
PCFFS
332
Pacific Center for Financial Services
California
$41M +$624K +2,137 +2%
RSWM
333
Robertson Stephens Wealth Management
California
$41M +$1.83M +6,266 +5%
RWML
334
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$40.2M +$1.87M +6,393 +5%
SWM
335
Scissortail Wealth Management
Oklahoma
$40M +$40.1M +137,484 +30,895%
OBWP
336
O'Brien Wealth Partners
Massachusetts
$39.7M +$4.47M +15,328 +13%
RAG
337
RIA Advisory Group
Iowa
$39.5M -$9.63M -32,998 -19%
GWA
338
Gibson Wealth Advisors
Texas
$39.4M -$398K -1,363 -1%
FWTB
339
First Western Trust Bank
Colorado
$39.1M
CFO
340
Capitol Family Office
Oregon
$39.1M -$2.11M -7,218 -5%
EFN
341
Equita Financial Network
Pennsylvania
$38.8M +$1.69M +5,802 +5%
VWA
342
VERITY Wealth Advisors
United States
$38.7M -$35.9K -123 -0.1%
UCFA
343
United Capital Financial Advisors
Texas
$38.5M -$808K -2,771 -2%
SI
344
Seeds Investor
New York
$38.5M +$1.55M +5,305 +4%
TCCP
345
Tide Cove Capital Partners
California
$38.3M +$38.8M +133,002 New
AAS
346
Annex Advisory Services
Wisconsin
$38.3M -$1.18M -4,046 -3%
BL
347
Balentine LLC
Georgia
$38.1M +$366K +1,253 +1%
JA
348
JVL Associates
Michigan
$38.1M -$148K -507 -0.4%
EFG
349
Everhart Financial Group
Ohio
$37.8M +$1.43M +4,909 +4%
PA
350
PFG Advisors
Arizona
$37.6M +$11.4M +39,017 +43%

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.