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
SI
876
Saxon Interests
Texas
$7.7M +$151K +517 +2%
GIA
877
Guyasuta Investment Advisors
Pennsylvania
$7.68M +$68.6K +235 +0.9%
TC
878
Trust Company
Kansas
$7.66M +$9.92K +34 +0.1%
CG
879
CFO4Life Group
Texas
$7.64M -$40K -137 -0.5%
SWIM
880
Smallwood Wealth Investment Management
New Jersey
$7.63M -$291K -999 -4%
WMA
881
Wealth Management Associates
New Jersey
$7.63M -$60.1K -206 -0.8%
SC
882
Scratch Capital
Idaho
$7.61M +$7.67M +26,275 New
S
883
Sunpointe
Missouri
$7.6M +$2.08M +7,116 +37%
MC
884
Mathes Company
New York
$7.58M
CFM
885
Comprehensive Financial Management
California
$7.55M +$1.17K +4 +0%
NAS
886
NWF Advisory Services
California
$7.55M +$1.72M +5,895 +29%
SAM
887
S.A. Mason
Michigan
$7.54M -$176K -602 -2%
EB
888
Eastern Bank
Massachusetts
$7.54M -$46.1K -158 -0.6%
KWM
889
Kingsview Wealth Management
Oregon
$7.53M -$3.99M -13,681 -35%
GEA
890
Glen Eagle Advisors
New Jersey
$7.49M +$109K +375 +1%
GWM
891
Greenhouse Wealth Management
Connecticut
$7.46M +$106K +364 +1%
P
892
Pitcairn
Pennsylvania
$7.45M
PPH
893
Pure Portfolios Holdings
Oregon
$7.45M +$131K +450 +2%
AFO
894
Arrowroot Family Office
California
$7.39M +$187K +642 +3%
EWM
895
Endowment Wealth Management
Wisconsin
$7.39M +$597K +2,045 +9%
HFA
896
Highland Financial Advisors
New Jersey
$7.38M -$122K -418 -2%
GIA
897
Gladstone Institutional Advisory
Florida
$7.35M +$4.25M +14,573 +135%
AA
898
ACT Advisors
North Carolina
$7.29M -$461K -1,580 -6%
MW
899
Marcum Wealth
Ohio
$7.28M +$6.25M +21,427 +578%
CMBA
900
C.M. Bidwell & Associates
Hawaii
$7.26M -$9.34K -32 -0.1%

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.