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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
JIC
526
Johnson Investment Counsel
Ohio
$19.6M -$784K -2,688 -4%
SQA
527
Simon Quick Advisors
New Jersey
$19.6M +$222K +761 +1%
RMAM
528
Raab & Moskowitz Asset Management
New Jersey
$19.3M -$244K -836 -1%
FCH
529
Freestone Capital Holdings
Washington
$19.2M -$520K -1,783 -3%
CIAS
530
CBIZ Investment Advisory Services
Ohio
$19.1M -$2.37M -8,110 -11%
AI
531
ArchPoint Investors
Florida
$19M
CB
532
Community Bank
New York
$18.8M +$174K +597 +0.9%
GT
533
Greenleaf Trust
Michigan
$18.5M -$232K -794 -1%
LPAM
534
Lodestar Private Asset Management
California
$18.5M +$532K +1,824 +3%
CWD
535
Clarity Wealth Development
Oregon
$18.4M +$18M +61,548 New
AGC
536
Aspen Grove Capital
Colorado
$18.4M +$1.54M +5,267 +9%
CFP
537
Cascade Financial Partners
California
$18.4M +$126K +433 +0.7%
DF
538
Define Financial
California
$18.2M +$18.4M +62,965 New
S
539
SignatureFD
Georgia
$18.2M +$445K +1,524 +2%
IBOK
540
Independence Bank of Kentucky
Kentucky
$18.2M +$17.7M +60,505 +2,535%
PGWM
541
Parisi Gray Wealth Management
New Jersey
$18.2M -$39.1K -134 -0.2%
BEI
542
Benjamin Edwards Inc
Missouri
$18.2M -$673K -2,307 -4%
SWA
543
Stratos Wealth Advisors
Ohio
$18.2M +$2.33M +8,002 +15%
FHB
544
First Hawaiian Bank
Hawaii
$18.2M -$163K -558 -0.9%
TFS
545
Thoroughbred Financial Services
Tennessee
$18.1M +$54.9K +188 +0.3%
PCWA
546
Pacific Capital Wealth Advisors
California
$18.1M -$4.21M -14,420 -19%
FNBT
547
FineMark National Bank & Trust
Florida
$18M -$164K -562 -0.9%
PCP
548
Proficio Capital Partners
Massachusetts
$18M +$2.43M +8,323 +15%
CWG
549
Cornerstone Wealth Group
North Carolina
$18M +$245K +840 +1%
AWM
550
Apollon Wealth Management
South Carolina
$18M +$329K +1,127 +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.