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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
GG
201
Gleason Group
Kentucky
$76.9M +$2.64M +9,040 +4%
William Blair & Company
202
William Blair & Company
Illinois
$76.6M +$1.13M +3,880 +1%
NFG
203
Nadler Financial Group
Illinois
$76.2M +$1.08M +3,695 +1%
TCM
204
TD Capital Management
Tennessee
$75.9M +$2.95M +10,127 +4%
GA
205
GSG Advisors
New Jersey
$75.7M +$385K +1,318 +0.5%
UOMF
206
University of Massachusetts Foundation
Massachusetts
$75.3M -$44.8M -153,644 -37%
TFCP
207
Twin Focus Capital Partners
Massachusetts
$75.1M +$11.4M +38,924 +18%
AAS
208
Avantax Advisory Services
Texas
$74.7M +$6.2M +21,258 +9%
SW
209
SteelPeak Wealth
California
$74.7M +$65.7M +225,165 +693%
GC
210
Garde Capital
Washington
$73M +$52.2K +179 +0.1%
RPWA
211
Regent Peak Wealth Advisors
Georgia
$72.3M +$17.1M +58,592 +31%
LWM
212
Luminvest Wealth Management
Arizona
$72.1M +$4.17M +14,284 +6%
CWM
213
Cherrydale Wealth Management
New Jersey
$71.7M +$5.38M +18,455 +8%
WA
214
Waverly Advisors
Alabama
$71.7M +$2.41M +8,248 +3%
MIM
215
Morningstar Investment Management
Illinois
$70.8M -$4.95M -16,964 -6%
BEAM
216
Baker Ellis Asset Management
Washington
$70.8M +$23.1K +79 +0%
SI
217
Stash Investments
New York
$70.7M +$734K +2,514 +1%
BCMLT
218
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.1M -$558K -1,911 -0.8%
CCB
219
Country Club Bank
Missouri
$69.9M +$42.6K +146 +0.1%
Bessemer Group
220
Bessemer Group
New Jersey
$69.7M -$1.12M -3,843 -2%
SFC
221
SYM Financial Corp
Indiana
$68.7M -$108K -370 -0.2%
SLT
222
St Louis Trust
Missouri
$68.6M +$2.81M +9,631 +4%
STA
223
Shade Tree Advisors
New York
$68.3M +$68.8M +235,784 New
HWM
224
Hassell Wealth Management
Louisiana
$66.5M -$3.46M -11,867 -5%
PA
225
Pinnacle Associates
New York
$66.3M +$3.72M +12,757 +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.