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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
PSFG
701
Prairie Sky Financial Group
Illinois
$11.9M -$1.16M -3,962 -9%
BRWA
702
B. Riley Wealth Advisors
Florida
$11.8M -$459K -1,572 -4%
ALA
703
Atlas Legacy Advisors
California
$11.8M +$11.9M +40,748 New
MCCA
704
Mill Creek Capital Advisors
Pennsylvania
$11.8M +$1.49M +5,095 +14%
IMC Chicago
705
IMC Chicago
Illinois
$11.7M +$11.7M +40,261 New
AWM
706
Abound Wealth Management
Tennessee
$11.7M +$333K +1,142 +3%
GPWA
707
Great Point Wealth Advisors
Massachusetts
$11.6M -$164K -563 -1%
IAIM
708
International Assets Investment Management
Florida
$11.6M +$11.7M +39,997 New
EWM
709
Evermay Wealth Management
Virginia
$11.6M -$341K -1,169 -3%
AWM
710
Avior Wealth Management
Nebraska
$11.5M +$5.3M +18,166 +84%
CFG
711
Citizens Financial Group
Rhode Island
$11.5M -$485K -1,662 -4%
CHJWM
712
Carlton Hofferkamp & Jenks Wealth Management
Texas
$11.4M +$335K +1,149 +3%
FNFDCM
713
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.3M +$146K +500 +1%
SCA
714
Sandy Cove Advisors
Massachusetts
$11.3M +$12.3K +42 +0.1%
SFWA
715
Summit Financial Wealth Advisors
Louisiana
$11.3M +$1.25M +4,270 +13%
TFA
716
Trinity Financial Advisors
Ohio
$11.3M -$3.02M -10,334 -21%
VM
717
VPR Management
Texas
$11.2M -$20.8M -71,200 -65%
AFA
718
Avant Financial Advisors
Texas
$11.2M +$11.3M +38,701 New
LCS
719
Levin Capital Strategies
New York
$11.2M +$1.39M +4,776 +14%
IF
720
IRON Financial
Illinois
$11.2M -$482K -1,653 -4%
MCA
721
Magnolia Capital Advisors
Mississippi
$11.1M +$8.48M +29,053 +312%
SEIA
722
Signature Estate & Investment Advisors
California
$11.1M +$415K +1,421 +4%
BCM
723
Basso Capital Management
Connecticut
$11M +$22.8K +78 +0.2%
WF
724
WoodTrust Financial
Wisconsin
$11M +$7.06M +24,190 +176%
SI
725
Stonekeep Investments
New Mexico
$11M +$1.42M +4,854 +15%

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.