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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
QCM
401
Quantinno Capital Management
New York
$31.7M +$4.84M +16,576 +18%
KeyBank National Association
402
KeyBank National Association
Ohio
$31.6M +$158K +542 +0.5%
BF
403
Brooklyn FI
New York
$31.4M +$1.81M +6,220 +6%
RC
404
Roundview Capital
New Jersey
$31.4M +$3.84M +13,158 +14%
MFA
405
Morling Financial Advisors
California
$31.3M +$2.78M +9,538 +10%
G
406
GenTrust
Florida
$31.3M +$361K +1,238 +1%
ST
407
Smithfield Trust
Pennsylvania
$31.2M -$175K -600 -0.6%
CSP
408
Cary Street Partners
Virginia
$31.2M +$31.4M +107,642 New
DK
409
David Kennon
Florida
$31.1M -$614K -2,103 -2%
KFGK
410
Keystone Financial Group (Kentucky)
Kentucky
$30.8M +$1.1M +3,769 +4%
MPCL
411
My Personal CFO LLC
Washington
$30.8M +$3.81M +13,074 +14%
TFGT
412
TS Financial Group (TSFG)
Illinois
$30.7M -$176K -603 -0.6%
HI
413
Harbour Investments
Wisconsin
$30.6M +$2.4M +8,238 +8%
LA
414
LPF Advisors
Florida
$30.4M +$1.27M +4,365 +4%
PFPT
415
Pinnacle Financial Partners (Tennessee)
Tennessee
$30.3M -$1.65M -5,664 -5%
FRA
416
Frank Rimerman Advisors
California
$30.2M +$525K +1,800 +2%
USCWA
417
U.S. Capital Wealth Advisors
Texas
$30.2M -$5.5M -18,867 -15%
BL
418
BFSG LLC
California
$30M +$1.05M +3,584 +4%
AFA
419
AllGen Financial Advisors
Florida
$29.9M +$6.39M +21,886 +27%
OIM
420
Opus Investment Management
Massachusetts
$29.8M
FAIM
421
Financial Advocates Investment Management
Washington
$29.7M +$1.83M +6,268 +7%
SA
422
Skyline Advisors
Washington
$29.6M -$352K -1,208 -1%
CCM
423
Coldstream Capital Management
Washington
$29.6M +$471K +1,615 +2%
AIM
424
Advyzon Investment Management
Illinois
$29.4M +$29.6M +101,370 New
PFM
425
Peak Financial Management
Massachusetts
$29.3M -$239K -818 -0.8%

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.