We are live on ! Find out more
VTI icon

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
AWM
726
AE Wealth Management
Kansas
$10.9M -$2.14M -7,329 -16%
WRTC
727
Wind River Trust Company
Wyoming
$10.9M -$1.39M -4,762 -11%
TT
728
TI-Trust
Illinois
$10.9M +$2.33K +8 +0%
TIM
729
Tortoise Investment Management
New York
$10.9M -$23.6K -81 -0.2%
CA
730
Cambridge Advisors
Nebraska
$10.8M -$89.9K -308 -0.8%
PCH
731
PGIM Custom Harvest
New Jersey
$10.8M +$172K +590 +2%
BFG
732
Bleakley Financial Group
New Jersey
$10.8M +$1.12M +3,838 +12%
NL
733
NWAM LLC
Washington
$10.7M -$28.3K -97 -0.3%
MWA
734
Monograph Wealth Advisors
California
$10.7M +$20.7K +71 +0.2%
LF
735
Lantz Financial
Illinois
$10.7M +$49.3K +169 +0.5%
PTC
736
Philadelphia Trust Company
Pennsylvania
$10.7M -$19.5K -67 -0.2%
ACIM
737
Azimuth Capital Investment Management
Michigan
$10.7M +$185K +635 +2%
AOI
738
Auto-Owners Insurance
Michigan
$10.6M +$4.55M +15,600 +74%
MA
739
Modus Advisors
Minnesota
$10.6M -$182K -623 -2%
FWM
740
FFT Wealth Management
Pennsylvania
$10.6M +$308K +1,055 +3%
CWM
741
Cahill Wealth Management
Michigan
$10.6M +$19.3K +66 +0.2%
Schroder Investment Management Group
742
Schroder Investment Management Group
United Kingdom
$10.6M -$1.78M -6,090 -14%
SAI
743
Savvy Advisors Inc
New York
$10.5M -$1.45M -4,972 -12%
PI
744
PFG Investments
New York
$10.4M +$2.39M +8,191 +29%
PIFP
745
Partners in Financial Planning
Virginia
$10.4M +$99.5K +341 +1%
SFFS
746
Stonehage Fleming Financial Services
Jersey
$10.4M +$1.31M +4,481 +14%
EWM
747
Evergreen Wealth Management
Michigan
$10.4M +$1.75M +5,981 +20%
SC
748
Steph & Co
Wisconsin
$10.4M -$832K -2,851 -7%
CGPCS
749
Capital Group Private Client Services
California
$10.3M +$743K +2,545 +8%
LA
750
LM Advisors
California
$10.3M -$49.9K -171 -0.5%

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.