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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
GLLW
851
Graves Light Lenhart Wealth
Virginia
$8.2M -$140K -480 -2%
VCM
852
Vivaldi Capital Management
Illinois
$8.19M +$218K +746 +3%
VAG
853
Vannoy Advisory Group
Texas
$8.16M
DAS
854
Diversify Advisory Services
Utah
$8.15M +$262K +897 +3%
PFM
855
Phillips Financial Management
Indiana
$8.13M -$23.3K -80 -0.3%
FA
856
Fiducient Advisors
Illinois
$8.13M -$34.2M -117,203 -81%
PFT
857
Providence First Trust
Arizona
$8.12M -$4.26M -14,606 -34%
UF
858
Univest Financial
Pennsylvania
$8.1M -$257K -880 -3%
PA
859
Procyon Advisors
Connecticut
$8.05M +$618K +2,119 +8%
SHF
860
Safe Harbor Fiduciary
Florida
$8.04M -$2.22M -7,609 -22%
HB
861
HTLF Bank
Colorado
$8.04M +$485K +1,661 +6%
BAM
862
Belpointe Asset Management
Nevada
$8.03M +$78.2K +268 +0.9%
ADL
863
Asset Dedication LLC
California
$8.02M +$34.7K +119 +0.4%
CWA
864
Consilium Wealth Advisory
Texas
$8.02M +$8.07M +27,668 New
LWMT
865
Legacy Wealth Management (Tennessee)
Tennessee
$8.01M +$191K +655 +2%
AI
866
Accredited Investors
Minnesota
$8M +$228K +782 +3%
SWA
867
Sax Wealth Advisors
New Jersey
$7.94M +$1.56M +5,349 +24%
TCA
868
Transcend Capital Advisors
New Jersey
$7.93M +$180K +617 +2%
GP
869
Gridiron Partners
Pennsylvania
$7.92M
LPP
870
Life Planning Partners
Florida
$7.82M -$259K -887 -3%
RPGK
871
Retirement Planning Group (Kansas)
Kansas
$7.81M -$484K -1,659 -6%
CFGF
872
Compass Financial Group (Florida)
Florida
$7.8M -$663K -2,274 -8%
CFO
873
CVA Family Office
Colorado
$7.78M +$155K +532 +2%
GFG
874
Greenbush Financial Group
New York
$7.73M +$7.78M +26,669 New
AA
875
Advisory Alpha
Michigan
$7.72M +$265K +909 +4%

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.