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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
LJHT
776
Laurie J. Hall Trustee
$9.78M -$31.8K -109 -0.3%
PTC
777
Private Trust Company
Ohio
$9.73M -$861K -2,951 -8%
WAAG
778
Wealth Alliance Advisory Group
Kansas
$9.7M +$98K +336 +1%
JWM
779
JPL Wealth Management
Colorado
$9.69M +$9.75M +33,431 New
KWA
780
Kingswood Wealth Advisors
California
$9.66M +$4.24M +14,519 +77%
TWC
781
TD Waterhouse Canada
Ontario, Canada
$9.62M +$245K +840 +3%
RZH
782
Relyea Zuckerberg Hanson
Connecticut
$9.61M +$265K +908 +3%
TPI
783
Trust Point Inc
Wisconsin
$9.6M +$50.8K +174 +0.5%
1WM
784
1900 Wealth Management
Texas
$9.59M +$1.06M +3,643 +12%
EFS
785
Essex Financial Services
Connecticut
$9.58M -$4.38K -15 -0%
GWS
786
Glassman Wealth Services
Virginia
$9.58M
SOAG
787
Silver Oak Advisory Group
Oregon
$9.57M -$185K -633 -2%
BFG
788
Beacon Financial Group
Texas
$9.55M -$74.4K -255 -0.8%
CS
789
Capital Square
Tennessee
$9.52M -$95.1K -326 -1%
SP
790
Sequent Planning
Nebraska
$9.52M -$529K -1,814 -5%
AMM
791
American Money Management
California
$9.47M +$6.71K +23 +0.1%
DWM
792
Dogwood Wealth Management
Kansas
$9.46M +$1.14M +3,896 +14%
SRC
793
Shufro Rose & Co
New York
$9.45M +$4.95M +16,965 +108%
IA
794
IFC Advisors
California
$9.4M +$9.46M +32,419 New
QCG
795
Quadrant Capital Group
Ohio
$9.36M -$303K -1,038 -3%
FFA
796
Frazier Financial Advisors
Ohio
$9.35M +$62.7K +215 +0.7%
HWM
797
Hohimer Wealth Management
Washington
$9.26M +$6.33M +21,709 +212%
VFA
798
Valeo Financial Advisors
Indiana
$9.21M -$269K -923 -3%
LFAS
799
Level Four Advisory Services
Texas
$9.2M +$118K +406 +1%
SFM
800
Signet Financial Management
New Jersey
$9.19M +$20.7K +71 +0.2%

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.