We are live on ! Find out more
VTI icon

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
RWM
351
Rolek Wealth Management
Pennsylvania
$37.6M +$37.8M +129,706 New
IAA
352
Independent Advisor Alliance
North Carolina
$37.3M +$29.8M +101,983 +379%
RWP
353
RWA Wealth Partners
Massachusetts
$37.3M -$51.6K -177 -0.1%
IFG
354
Independent Financial Group
California
$37.3M +$890K +3,049 +2%
BOSSRA
355
B.O.S.S. Retirement Advisors
Utah
$37.3M +$28.4M +97,341 +312%
Caisse de Depot et Placement du Quebec (CDPQ)
356
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$37.1M +$18.7M +64,000 +100%
RFG
357
REAP Financial Group
Texas
$36.8M -$873K -2,992 -2%
TCM
358
Telos Capital Management
California
$36.6M +$230K +787 +0.6%
CA
359
Clearstead Advisors
Ohio
$36.6M +$600K +2,058 +2%
PS
360
Principal Securities
Iowa
$36.5M +$4.12M +14,120 +13%
BSHC
361
Breed's Hill Capital
Massachusetts
$36.4M +$16.5M +56,488 +82%
BA
362
BCM Advisors
Louisiana
$36.4M +$657K +2,251 +2%
IC
363
Iconiq Capital
California
$36.3M +$1.73M +5,925 +5%
MCFP
364
Mallini Complete Financial Planning
Florida
$36.3M
DT
365
Diversified Trust
Tennessee
$36.1M -$174K -595 -0.5%
CPIG
366
Chicago Partners Investment Group
Illinois
$35.7M +$14.6M +50,096 +69%
CA
367
CGN Advisors
Kansas
$35.6M +$371K +1,270 +1%
RWIA
368
Roger Wittlin Investment Advisory
California
$35.4M +$2.34M +8,004 +7%
MWM
369
Manske Wealth Management
Texas
$35.1M +$35.4M +121,251 New
PWM
370
Perigon Wealth Management
California
$35.1M +$325K +1,115 +0.9%
PS
371
Portfolio Strategies
New York
$35.1M -$10.6M -36,262 -23%
CFGSD
372
Compass Financial Group (South Dakota)
South Dakota
$35M +$203K +695 +0.6%
ODA
373
One Degree Advisors
California
$35M -$215K -738 -0.6%
TC
374
TownSquare Capital
Utah
$34.9M +$2.15M +7,355 +6%
BIM
375
Breakwater Investment Management
Washington
$34.9M +$599K +2,052 +2%

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.