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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
HNB
651
Huntington National Bank
Ohio
$13.5M
KA
652
Klingman & Associates
New York
$13.5M -$186K -639 -1%
GA
653
GoalVest Advisory
New York
$13.5M -$600K -2,057 -4%
OW
654
Olistico Wealth
Oklahoma
$13.4M +$1.04M +3,557 +8%
SPC
655
Sigma Planning Corp
Michigan
$13.3M -$365K -1,252 -3%
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.3M +$51.6K +177 +0.4%
VWA
657
VSM Wealth Advisory
Maryland
$13.3M +$13.4M +45,891 New
AWM
658
Axxcess Wealth Management
California
$13.3M +$1.13M +3,872 +9%
OCM
659
One Capital Management
California
$13.3M +$160K +550 +1%
HIA
660
Harbor Investment Advisory
Maryland
$13.2M +$371K +1,273 +3%
CIC
661
Chilton Investment Company
Connecticut
$13.2M
IAA
662
Ironsides Asset Advisors
North Carolina
$13.1M +$7.53M +25,823 +133%
SW
663
SVB Wealth
Massachusetts
$13M +$13.1M +45,012 New
BFAG
664
Blackston Financial Advisory Group
Florida
$13M -$724K -2,480 -5%
OC
665
Oppenheimer & Co
New York
$13M +$626K +2,144 +5%
AMG
666
Asset Management Group
Connecticut
$13M -$34.7K -119 -0.3%
WWM
667
Western Wealth Management
Colorado
$13M -$2.99M -10,240 -19%
CP
668
Canopy Partners
Ohio
$13M -$83.7K -287 -0.6%
BPWM
669
Badgley Phelps Wealth Managers
Washington
$13M -$195K -668 -1%
FYW
670
Future You Wealth
New York
$13M +$13.1M +44,729 New
IIM
671
Ironwood Investment Management
Massachusetts
$13M +$77.6K +266 +0.6%
AWM
672
Angeles Wealth Management
California
$12.9M +$32.4K +111 +0.2%
CFGS
673
Concourse Financial Group Securities
Alabama
$12.9M +$568K +1,948 +5%
AP
674
Aspect Partners
Virginia
$12.9M -$626K -2,145 -5%
NCM
675
Northland Capital Management
Minnesota
$12.9M -$1.14M -3,913 -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.