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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
WA1
976
Wimmer Associates 1
California
$6.07M -$128K -440 -2%
LGA
977
Lebenthal Global Advisors
New York
$6.03M +$1.63M +5,592 +37%
ET
978
Equitable Trust
Tennessee
$6.03M +$6.07M +20,801 New
MCA
979
Martin Capital Advisors
Texas
$6.03M -$14.6K -50 -0.2%
PA
980
Parkside Advisors
California
$6.03M +$776K +2,660 +15%
WTB
981
Washington Trust Bank
Washington
$6.01M -$304K -1,041 -5%
ST
982
Sabal Trust
Florida
$5.98M -$84.6K -290 -1%
MSS
983
Mitchell Sinkler & Starr
Pennsylvania
$5.93M -$14.9K -51 -0.2%
SCA
984
Sulzberger Capital Advisors
Florida
$5.91M +$5.95M +20,397 New
CPA
985
Capital Performance Advisors
California
$5.91M +$920K +3,152 +18%
PRI
986
Prepared Retirement Institute
Pennsylvania
$5.89M +$996K +3,412 +20%
SFS
987
Sowell Financial Services
Arkansas
$5.85M -$66.8M -228,961 -92%
TWM
988
Trevian Wealth Management
Massachusetts
$5.84M +$704K +2,414 +14%
UB
989
UMB Bank
Missouri
$5.83M -$10.8M -36,876 -65%
NAM
990
NorthCrest Asset Manangement
Minnesota
$5.83M -$14.3K -49 -0.2%
NFG
991
Nations Financial Group
Iowa
$5.82M -$6.16M -21,100 -51%
MWA
992
Midland Wealth Advisors
Illinois
$5.8M -$253K -866 -4%
GWANC
993
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.78M +$33K +113 +0.6%
BWL
994
Bogart Wealth LLC
Virginia
$5.78M +$24.8K +85 +0.4%
SIMC
995
Squire Investment Management Company
Utah
$5.75M +$200K +685 +4%
AF
996
Atala Financial
California
$5.74M +$5.78M +19,794 New
TPCW
997
TD Private Client Wealth
New York
$5.74M -$339K -1,162 -6%
WA
998
Wealthstream Advisors
New York
$5.73M -$23.9K -82 -0.4%
SWP
999
Sagespring Wealth Partners
Tennessee
$5.71M +$16.8M +57,628 New
EF
1000
Empowered Funds
Pennsylvania
$5.69M +$2.29M +7,842 +66%

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.