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
BDF
1001
Black Diamond Financial
Maryland
$5.67M +$328K +1,123 +6%
AWP
1002
Astra Wealth Partners
New Jersey
$5.65M +$5.69M +19,506 New
ATI
1003
ARK & TLK Investments
Oklahoma
$5.64M -$24.2K -83 -0.4%
USAA
1004
United Services Automobile Association
Texas
$5.62M -$934K -3,200 -14%
HWMG
1005
Hurlow Wealth Management Group
Indiana
$5.62M -$271K -930 -5%
LMKC
1006
L.M. Kohn & Company
Ohio
$5.61M -$278K -952 -5%
BCM
1007
Blume Capital Management
California
$5.59M
DIP
1008
DT Investment Partners
Pennsylvania
$5.57M +$342K +1,173 +6%
PGF
1009
Plan Group Financial
Oklahoma
$5.55M +$54.9K +188 +1%
LKBC
1010
L.K. Benson & Company
Maryland
$5.55M +$5.59M +19,143 New
AG
1011
Advocate Group
Minnesota
$5.54M -$233K -800 -4%
FFS
1012
Founders Financial Securities
Maryland
$5.54M -$78.5K -269 -1%
SSW
1013
Stone Summit Wealth
Florida
$5.53M +$185K +634 +3%
MFA
1014
Mayflower Financial Advisors
Massachusetts
$5.53M +$120K +410 +2%
TFO
1015
Tarbox Family Office
California
$5.52M -$16.6K -57 -0.3%
SFG
1016
Sage Financial Group
Pennsylvania
$5.51M +$707K +2,422 +15%
WPA
1017
West Paces Advisors
Georgia
$5.51M +$3.79K +13 +0.1%
LFA
1018
Level Financial Advisors
New York
$5.49M +$25.4K +87 +0.5%
First Manhattan
1019
First Manhattan
New York
$5.49M +$388K +1,330 +8%
NGA
1020
Naples Global Advisors
Florida
$5.49M +$166K +570 +3%
BCMO
1021
Buckingham Capital Management (Ohio)
Ohio
$5.48M -$110K -377 -2%
WA
1022
Wealth Architects
California
$5.47M +$52.8K +181 +1%
IAS
1023
IMA Advisory Services
Colorado
$5.47M +$5.51M +18,878 New
FFA
1024
Fi3 Financial Advisors
Indiana
$5.47M -$563K -1,929 -9%
RCAG
1025
Rehmann Capital Advisory Group
Michigan
$5.47M -$31.2K -107 -0.6%

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.