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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
TCOV
1026
Trust Company of Vermont
Vermont
$5.44M +$1.3M +4,447 +31%
BFPW
1027
BOK Financial Private Wealth
Colorado
$5.44M -$3.21K -11 -0.1%
JWBC
1028
John W. Brooker & Co
California
$5.42M -$42.3K -145 -0.8%
WFA
1029
West Financial Advisors
Iowa
$5.41M -$241K -827 -4%
KSWA
1030
Kathleen S. Wright Associates
Pennsylvania
$5.4M +$770K +2,640 +17%
QCM
1031
QRG Capital Management
Illinois
$5.39M +$18.1K +62 +0.3%
SIAS
1032
Summit Investment Advisory Services
Minnesota
$5.38M +$2.92K +10 +0.1%
DW
1033
Durante & Waters
New York
$5.37M -$16.6K -57 -0.3%
GWA
1034
Geometric Wealth Advisors
District of Columbia
$5.35M +$3.19M +10,940 +145%
GWM
1035
Gray Wealth Management
Maine
$5.33M +$158K +543 +3%
RWM
1036
Rockwood Wealth Management
Pennsylvania
$5.31M +$238K +817 +5%
EWM
1037
Evercore Wealth Management
New York
$5.29M +$10.5K +36 +0.2%
MSAM
1038
Moloney Securities Asset Management
Missouri
$5.28M +$184K +631 +4%
MFT
1039
Moisand Fitzgerald Tamayo
Florida
$5.26M -$99.2K -340 -2%
ECM
1040
Evergreen Capital Management
Washington
$5.26M -$149K -511 -3%
RA
1041
Rockingstone Advisors
Massachusetts
$5.26M -$36.5K -125 -0.7%
CF
1042
Copperwynd Financial
Arizona
$5.26M -$362K -1,242 -6%
MWM
1043
Maridea Wealth Management
New York
$5.25M +$5.28M +18,101 New
JSW
1044
Journey Strategic Wealth
New Jersey
$5.23M -$1.08M -3,714 -17%
SPWG
1045
Syntegra Private Wealth Group
Missouri
$5.22M -$17.5K -60 -0.3%
OC
1046
Optima Capital
Oregon
$5.22M +$5.25M +18,005 New
PCIG
1047
Partners Capital Investment Group
Massachusetts
$5.21M -$448K -1,537 -8%
AWA
1048
Arbor Wealth Advisors
Michigan
$5.21M +$61.9K +212 +1%
FA
1049
Flagstar Advisors
New York
$5.18M +$489K +1,676 +10%
RIS
1050
Richmond Investment Services
Wisconsin
$5.17M +$5.21M +17,843 New

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.