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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
BFM
551
Boston Financial Management
Massachusetts
$17.9M +$9.11M +31,235 +102%
MCA
552
Maryland Capital Advisors
Maryland
$17.9M +$6.47M +22,185 +56%
AFA
553
AA Financial Advisors
Ohio
$17.9M +$1.15M +3,937 +7%
FDCDDQ
554
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.8M +$406K +1,393 +2%
CWM
555
Congress Wealth Management
Massachusetts
$17.7M +$5.01M +17,163 +39%
SFO
556
Stokes Family Office
Louisiana
$17.6M +$2.04K +7 +0%
CWM
557
Cornerstone Wealth Management
Missouri
$17.6M -$253K -868 -1%
Allspring Global Investments
558
Allspring Global Investments
North Carolina
$17.6M +$495K +1,698 +3%
CAG
559
Compass Advisory Group
New York
$17.6M -$104K -358 -0.6%
AIP
560
Almanack Investment Partners
Pennsylvania
$17.5M -$13.4K -46 -0.1%
5SA
561
5th Street Advisors
Connecticut
$17.5M -$387K -1,325 -2%
IWM
562
IHT Wealth Management
Illinois
$17.4M -$6.87M -23,550 -28%
FFA
563
Farther Finance Advisors
California
$17.4M +$7.33M +25,124 +72%
CFO
564
Callan Family Office
Pennsylvania
$17.3M +$2.01M +6,897 +13%
P
565
&Partners
Tennessee
$17.3M +$3.53M +12,103 +26%
MCM
566
MontVue Capital Management
Virginia
$17.2M -$177K -606 -1%
DWT
567
Dorsey & Whitney Trust
South Dakota
$17.2M +$791K +2,710 +5%
PGA
568
Portland Global Advisors
Maine
$17.1M -$48.1K -165 -0.3%
WIM
569
Warwick Investment Management
Texas
$17.1M -$2.75M -9,429 -14%
PHAM
570
Palisades Hudson Asset Management
Florida
$17M -$435K -1,492 -2%
GT
571
Glenview Trust
Kentucky
$17M +$22.5K +77 +0.1%
SPIO
572
Seven Post Investment Office
California
$17M -$396K -1,356 -2%
LIWM
573
Long Island Wealth Management
New York
$16.8M -$52.2K -179 -0.3%
WIM
574
Westside Investment Management
California
$16.8M +$7.29K +25 +0%
RMDI
575
R.M. Davis Inc
Maine
$16.8M +$60.1K +206 +0.4%

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.