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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
CW
676
CreativeOne Wealth
Kansas
$12.9M +$835K +2,863 +7%
LIM
677
Leavell Investment Management
Alabama
$12.9M -$122K -417 -0.9%
WB
678
Webster Bank
Connecticut
$12.9M -$270K -925 -2%
LFA
679
LifeGuide Financial Advisors
Pennsylvania
$12.8M +$344K +1,179 +3%
FCIM
680
Fairview Capital Investment Management
California
$12.8M +$329K +1,126 +3%
BA
681
Bristlecone Advisors
Washington
$12.8M +$75.6K +259 +0.6%
SMI
682
Shelter Mutual Insurance
Missouri
$12.7M
OFS
683
OneAscent Financial Services
Alabama
$12.7M +$12.8M +43,730 New
NIA
684
NIA Impact Advisors
California
$12.6M -$246K -844 -2%
Barclays
685
Barclays
United Kingdom
$12.6M +$903K +3,095 +8%
Fayez Sarofim & Co
686
Fayez Sarofim & Co
Texas
$12.6M
CCA
687
Clarity Capital Advisors
Florida
$12.5M -$8.46K -29 -0.1%
LWM
688
Liberty Wealth Management
California
$12.5M +$267K +914 +2%
ACA
689
Aptus Capital Advisors
Alabama
$12.4M -$3.33M -11,408 -21%
BF
690
BOK Financial
Oklahoma
$12.4M +$190K +652 +2%
BCPWM
691
Bradley & Co Private Wealth Management
Florida
$12.3M +$12.4M +42,603 New
TIA
692
Traphagen Investment Advisors
New Jersey
$12.3M +$103K +354 +0.8%
PJWM
693
Philip James Wealth Mangement
Georgia
$12.2M +$86.1K +295 +0.7%
BCM
694
Brookstone Capital Management
Illinois
$12.2M +$6.71K +23 +0.1%
DDPIC
695
Deroy & Devereaux Private Investment Counsel
Michigan
$12.1M +$359K +1,230 +3%
PIA
696
Perennial Investment Advisors
California
$12M -$216K -742 -2%
NLWP
697
Next Level Wealth Planning
Idaho
$12M +$12.1M +41,422 New
SFC
698
Strategic Financial Concepts
Texas
$11.9M +$693K +2,375 +6%
HP
699
HT Partners
Connecticut
$11.9M -$97.2K -333 -0.8%
CANC
700
Culbertson A N & Co
Virginia
$11.9M +$39.1K +134 +0.3%

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.