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
OWP
426
Obermeyer Wealth Partners
Colorado
$29.2M +$404K +1,384 +1%
AWM
427
AllSquare Wealth Management
New York
$29.2M +$77K +264 +0.3%
IWM
428
Integris Wealth Management
California
$29.1M -$294K -1,007 -1%
MA
429
Mutual Advisors
Nebraska
$28.9M -$1.14M -3,913 -4%
WCM
430
Washburn Capital Management
Florida
$28.8M +$2.46M +8,432 +9%
BIG
431
Bush Investment Group
Georgia
$28.5M -$340K -1,164 -1%
GFP
432
Gryphon Financial Partners
Ohio
$28.5M -$6.78M -23,227 -19%
BF
433
Blankinship & Foster
California
$28.4M -$912K -3,125 -3%
JCM
434
Jacobi Capital Management
Pennsylvania
$28.4M +$1.28M +4,380 +5%
CIA
435
Choate Investment Advisors
Massachusetts
$28.4M
ACM
436
Ashford Capital Management
Delaware
$28.3M -$1.11M -3,799 -4%
CCA
437
Cobblestone Capital Advisors
New York
$28.3M -$224K -769 -0.8%
NW
438
NewEdge Wealth
Pennsylvania
$28.2M +$1.17M +4,018 +4%
MG
439
Mather Group
Illinois
$28M -$53.4K -183 -0.2%
GRP
440
Global Retirement Partners
California
$28M +$4.39M +15,058 +18%
HSA
441
HBK Sorce Advisory
Pennsylvania
$28M -$108K -369 -0.4%
TWA
442
Trellis Wealth Advisors
California
$27.9M -$119K -407 -0.4%
GL
443
Graypoint LLC
New York
$27.9M -$1.06M -3,642 -4%
ECT
444
Ebor Charitable Trust
Wyoming
$27.5M -$894K -3,065 -3%
FAG
445
Financial Architects (Georgia)
Georgia
$27.4M -$361K -1,236 -1%
AGWCA
446
Annis Gardner Whiting Capital Advisors
Florida
$27.3M +$89K +305 +0.3%
MIM
447
Monashee Investment Management
Massachusetts
$27.1M
CWA
448
Clarity Wealth Advisors
California
$26.9M +$581K +1,990 +2%
BFS
449
Burrus Financial Services
Utah
$26.7M -$399K -1,369 -1%
AL
450
Aspiriant LLC
California
$26.4M -$133K -455 -0.5%

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.