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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
CAG
1051
Crestwood Advisors Group
Massachusetts
$5.16M +$1.14M +3,918 +28%
MCM
1052
Manchester Capital Management
Vermont
$5.16M -$42.6K -146 -0.8%
RCA
1053
Riverview Capital Advisers
Massachusetts
$5.13M +$61.6K +211 +1%
RCA
1054
Resonant Capital Advisors
Wisconsin
$5.13M +$2.92K +10 +0.1%
HCM
1055
Howland Capital Management
Massachusetts
$5.13M
FWP
1056
FAS Wealth Partners
Kansas
$5.11M -$148K -506 -3%
FPW
1057
Flagship Private Wealth
Massachusetts
$5.09M -$26K -89 -0.5%
LIG
1058
Lokken Investment Group
Delaware
$5.09M -$1.24M -4,246 -19%
AFG
1059
ABLE Financial Group
Arizona
$5.08M +$4.74M +16,260 +1,270%
PIC
1060
Platt Investment Counsel
Florida
$5.07M -$168K -577 -3%
LA
1061
Lakeside Advisors
Washington
$5.06M
CBT
1062
Crews Bank & Trust
Florida
$5.04M +$5.08M +17,396 New
SWM
1063
SilverOak Wealth Management
Minnesota
$5.04M +$230K +788 +5%
AFP
1064
Ausdal Financial Partners
Iowa
$5.03M +$549K +1,883 +12%
WI
1065
WBI Investments
New Jersey
$5.01M +$252K +865 +5%
WB
1066
WesBanco Bank
West Virginia
$5M -$147K -503 -3%
CRI
1067
Colonial River Investments
Virginia
$4.99M +$448K +1,535 +10%
CL
1068
CVFG LLC
Indiana
$4.99M +$5.03M +17,228 New
VFG
1069
Valley Financial Group
Pennsylvania
$4.99M -$155K -530 -3%
CLP
1070
Charis Legacy Partners
Texas
$4.98M +$5.01M +17,173 New
VFG
1071
Victory Financial Group
Texas
$4.98M +$5.01M +17,173 New
PMFA
1072
Plante Moran Financial Advisors
Michigan
$4.97M +$612K +2,097 +14%
MLL
1073
Moody Lynn & Lieberson
Massachusetts
$4.96M -$37.6K -129 -0.7%
SP
1074
Successful Portfolios
Florida
$4.94M +$568K +1,948 +13%
Luther King Capital Management (LKCM)
1075
Luther King Capital Management (LKCM)
Texas
$4.93M

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.