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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
IGGA
1151
Iron Gate Global Advisors
Utah
$4.32M +$98.6K +338 +2%
SWM
1152
Shakespeare Wealth Management
Wisconsin
$4.31M
PAS
1153
PKS Advisory Services
New York
$4.31M +$4.34M +14,869 New
DWM
1154
DKM Wealth Management
California
$4.29M +$4.32M +14,806 New
SA
1155
Sylvest Advisors
Texas
$4.29M +$4.32M +14,801 New
CWA
1156
CogentBlue Wealth Advisors
Tennessee
$4.28M +$4.31M +14,782 New
TL
1157
Tradewinds LLC
North Carolina
$4.27M +$349K +1,197 +9%
LRWA
1158
Long Run Wealth Advisors
New York
$4.26M +$359K +1,230 +9%
SMG
1159
Smart Money Group
Texas
$4.25M -$96.3K -330 -2%
VAF
1160
Values Added Financial
District of Columbia
$4.24M -$92.2K -316 -2%
PFG
1161
Pinnacle Financial Group
Illinois
$4.23M +$65.9K +226 +2%
MMPW
1162
Mitchell McLeod Pugh & Williams
Alabama
$4.22M +$77.6K +266 +2%
First Trust Advisors
1163
First Trust Advisors
Illinois
$4.22M +$4.25M +14,566 New
HBT
1164
Hills Bank & Trust
Iowa
$4.22M +$1.62M +5,542 +61%
FCFC
1165
First Citizens Financial Corp
Iowa
$4.22M -$1.35M -4,611 -24%
BMCM
1166
Bryn Mawr Capital Management
Pennsylvania
$4.22M -$128K -438 -3%
GL
1167
Gerber LLC
Ohio
$4.22M -$111K -381 -3%
MPM
1168
Meritage Portfolio Management
Kansas
$4.22M +$292 +1 +0%
GWP
1169
Gateway Wealth Partners
Wisconsin
$4.21M +$150K +514 +4%
BWM
1170
BNC Wealth Management
Oregon
$4.2M -$54.9K -188 -1%
CAM
1171
Councilmark Asset Management
Tennessee
$4.2M
JJBC
1172
James J. Burns & Company
New York
$4.2M -$97.5K -334 -2%
TW
1173
TritonPoint Wealth
Maryland
$4.19M +$150K +514 +4%
CG
1174
Cynosure Group
Utah
$4.16M -$2.44M -8,377 -37%
NF
1175
NavPoint Financial
Minnesota
$4.16M +$24.8K +85 +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.