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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
BPA
176
Beacon Pointe Advisors
California
$93.1M +$1.01M +3,458 +1%
OFW
177
Omnia Family Wealth
Florida
$92.4M +$14.1M +48,451 +18%
BJL
178
Brighton Jones LLC
Washington
$91.3M +$15.9M +54,372 +21%
LNWWM
179
Laird Norton Wetherby Wealth Management
California
$91.3M -$1.15M -3,928 -1%
GM
180
GeoWealth Management
Illinois
$90.2M +$17M +58,356 +23%
YC
181
Yarbrough Capital
Tennessee
$90.1M
SWM
182
Segment Wealth Management
Texas
$89.4M +$967K +3,315 +1%
SA
183
SAM Advisors
California
$89.3M +$29.5K +101 +0%
RCF
184
Rainwater Charitable Foundation
Texas
$89.2M -$47.8M -163,966 -35%
HIP
185
HUB Investment Partners
Texas
$88.3M +$1.53M +5,227 +2%
AUIM
186
Aegon USA Investment Management
Iowa
$88M -$2.17M -7,445 -2%
EH
187
Equitable Holdings
New York
$87.8M +$1.8M +6,156 +2%
BFP
188
Briaud Financial Planning
Texas
$86.6M +$28.9M +99,001 +50%
LSAG
189
Lake Street Advisors Group
New Hampshire
$83.7M +$1.03M +3,536 +1%
IC
190
IEQ Capital
California
$82.9M +$1.64M +5,619 +2%
GAG
191
GM Advisory Group
New York
$82.1M +$2.4M +8,232 +3%
CWM
192
Circle Wealth Management
New Jersey
$81.9M +$464K +1,591 +0.6%
ANTB
193
AMG National Trust Bank
Colorado
$80.5M -$200K -685 -0.2%
Comerica Bank
194
Comerica Bank
Texas
$79.8M +$3.93M +13,475 +5%
HCA
195
Heck Capital Advisors
Wisconsin
$79.4M +$3.31M +11,337 +4%
BCM
196
Becker Capital Management
Oregon
$79.1M -$1.97M -6,746 -2%
BW
197
BIP Wealth
Georgia
$78.9M +$7.11M +24,379 +10%
MMA
198
Miracle Mile Advisors
California
$78.9M +$3.03M +10,398 +4%
SA
199
Sunesis Advisors
Kansas
$78.1M -$1.78M -6,113 -2%
MFG
200
Merit Financial Group
Georgia
$77.9M -$24.1M -82,442 -23%

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.