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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
WIM
376
WealthPlan Investment Management
Nebraska
$34.8M +$1.63M +5,578 +5%
FPB
377
First PREMIER Bank
South Dakota
$34.7M +$1.28M +4,389 +4%
NEPWA
378
New England Private Wealth Advisors
Massachusetts
$34.2M +$558K +1,914 +2%
PFA
379
Pure Financial Advisors
California
$34.2M -$311K -1,065 -0.9%
AA
380
Armis Advisers
Georgia
$34M +$34.3M +117,467 New
LWM
381
LJI Wealth Management
Indiana
$33.8M +$19.2M +65,903 +130%
WCP
382
Wick Capital Partners
Pennsylvania
$33.8M +$680K +2,329 +2%
LCM
383
Liberty Capital Management
Michigan
$33.6M +$860K +2,949 +3%
WAM
384
Weinberger Asset Management
California
$33.5M -$244K -837 -0.7%
PF
385
Penney Financial
Texas
$33.2M -$70.3K -241 -0.2%
BFWA
386
Benchmark Financial Wealth Advisors
Florida
$33.1M -$1.01M -3,461 -3%
VA
387
Valmark Advisers
Ohio
$33M -$500K -1,712 -1%
CAM
388
Cozad Asset Management
Illinois
$33M +$2.64M +9,063 +9%
SWM
389
Sterling Wealth Management
Illinois
$32.9M +$1.03M +3,519 +3%
AFGAS
390
Allegiance Financial Group Advisory Services
Virginia
$32.9M +$1.9M +6,526 +6%
PWMAG
391
Pinnacle Wealth Management Advisory Group
New Jersey
$32.7M +$1.18M +4,052 +4%
DWM
392
Dynasty Wealth Management
Florida
$32.4M -$489K -1,677 -1%
BCA
393
Bay Colony Advisors
Massachusetts
$32.2M +$862K +2,953 +3%
NFC
394
Northeast Financial Consultants
Connecticut
$32.1M -$1.46M -4,990 -4%
FTS
395
Fifth Third Securities
Ohio
$32.1M +$898K +3,078 +3%
CAM
396
Chandler Asset Management
California
$32M -$1.88M -6,430 -5%
IFO
397
Intrepid Family Office
Florida
$31.9M +$32.1M +110,000 New
LRIA
398
Leonard Rickey Investment Advisors
Washington
$31.8M +$3.74M +12,829 +13%
AI
399
Atria Investments
North Carolina
$31.8M +$3.37M +11,537 +12%
BFS
400
Beacon Financial Strategies
North Carolina
$31.7M +$1.24M +4,240 +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.