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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
AC
1076
Avestar Capital
New York
$4.93M -$37.3K -128 -0.7%
PFG
1077
Prospect Financial Group
Virginia
$4.91M +$4.94M +16,947 New
SF
1078
Symphony Financial
Texas
$4.91M -$5.78M -19,813 -54%
SG
1079
Strid Group
Pennsylvania
$4.91M -$225K -772 -4%
AIA
1080
AssuredPartners Investment Advisors
Florida
$4.9M +$4.93M +16,897 New
IAS
1081
Insigneo Advisory Services
Florida
$4.89M -$109K -374 -2%
CFC
1082
Coyle Financial Counsel
Illinois
$4.89M -$35K -120 -0.7%
HIF
1083
Hill Island Financial
Michigan
$4.88M +$4.92M +16,849 New
KWM
1084
Kaydan Wealth Management
Michigan
$4.87M -$225K -771 -4%
CS
1085
Cannell & Spears
New York
$4.84M +$363K +1,245 +8%
CA
1086
Claro Advisors
Massachusetts
$4.84M -$1.11M -3,803 -19%
LP
1087
LGL Partners
Pennsylvania
$4.82M -$584 -2 -0%
AT
1088
American Trust
Kentucky
$4.82M +$2.05M +7,016 +73%
DBRC
1089
D.B. Root & Company
Pennsylvania
$4.82M +$362K +1,239 +8%
SF
1090
Safeguard Financial
Wisconsin
$4.8M +$102K +351 +2%
KF
1091
Krilogy Financial
Missouri
$4.8M +$320K +1,096 +7%
SIM
1092
Studio Investment Management
Illinois
$4.78M +$76.4K +262 +2%
SFP
1093
Strategic Financial Planning
Texas
$4.75M -$32.4K -111 -0.7%
KBFS
1094
Kohmann Bosshard Financial Services
Ohio
$4.73M -$26.3K -90 -0.5%
SBIA
1095
Sheaff Brock Investment Advisors
Indiana
$4.72M +$102K +350 +2%
HIP
1096
Harrell Investment Partners
Texas
$4.72M +$67.4K +231 +1%
KCM
1097
Kathmere Capital Management
Pennsylvania
$4.72M +$114K +390 +2%
LG
1098
LAM Group
Oregon
$4.71M +$72.9K +250 +2%
MIA
1099
Milestone Investment Advisors
Wisconsin
$4.71M +$337K +1,156 +8%
SCM
1100
Sterling Capital Management
North Carolina
$4.7M -$3.59M -12,298 -43%

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.