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Vanguard Morningstar Total Stock Market ETF

3,155 hedge funds and large institutions have $132B invested in Vanguard Morningstar Total Stock Market ETF in 2025 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 1,404 increasing their positions, 1,197 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 115

31% more call options, than puts

Call options by funds: $309M | Put options by funds: $236M

17% more repeat investments, than reductions

Existing positions increased: 1,404 | Existing positions reduced: 1,197

2.67% more ownership

Funds ownership: 27.71%30.39% (+2.7%)

1% less funds holding

Funds holding: 3,1723,155 (-17)

2% less capital invested

Capital invested by funds: $135B → $132B (-$3B)

2% less funds holding in top 10

Funds holding in top 10: 648635 (-13)

Holders
3,155
Holders Change
-17
Holders Change %
-0.54%
% of All Funds
42.3%
Holding in Top 10
635
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-2.01%
% of All Funds
8.51%
New
160
Increased
1,404
Reduced
1,197
Closed
115
Calls
$309M
Puts
$236M
Net Calls
+$73.4M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
2476
Legacy CG
Texas
$505K
WG
2477
Welch Group
Alabama
$504K -$28.8K -99 -5%
WF
2478
Wayfinding Financial
Washington
$504K +$2.9K +10 +0.5%
JSC
2479
Jackson Square Capital
California
$504K +$112K +384 +27%
FOR
2480
Family Office Research
Maryland
$504K +$2.03K +7 +0.4%
BHPW
2481
Beverly Hills Private Wealth
California
$503K -$6.1K -21 -1%
AFM
2482
Aspetuck Financial Management
Connecticut
$503K
SHF
2483
Safe Harbor Fiduciary
Florida
$502K -$7.53M -25,925 -93%
F8IS
2484
Figure 8 Investment Strategies
Idaho
$501K +$218K +750 +70%
HFRG
2485
Houlihan Financial Resource Group
Virginia
$501K
SWP
2486
Significant Wealth Partners
Illinois
$500K -$6.1K -21 -1%
KFGG
2487
Keystone Financial Group (Georgia)
Georgia
$500K +$2.32K +8 +0.4%
CGFA
2488
Colton Groome Financial Advisors
North Carolina
$500K -$70.3K -242 -12%
MG
2489
McHugh Group
Ohio
$495K
FGG
2490
Financial Guidance Group
Florida
$491K +$872 +3 +0.2%
EWA
2491
Encompass Wealth Advisors
Oregon
$490K +$30.5K +105 +6%
FPGK
2492
Financial Partners Group (Kansas)
Kansas
$490K
CCA
2493
Coign Capital Advisors
Utah
$488K
WA
2494
Waddell & Associates
Tennessee
$488K +$516K +1,775 New
EAM
2495
Empirical Asset Management
Massachusetts
$488K -$62.1M -213,697 -99%
ISFAN
2496
Investor's Fiduciary Advisor Network
Washington
$487K -$284K -978 -36%
GWWM
2497
Great Waters Wealth Management
Minnesota
$487K -$209K -721 -29%
RMF
2498
Red Mountain Financial
Colorado
$486K -$13.9K -48 -3%
OCM
2499
Orion Capital Management
California
$485K +$5.81K +20 +1%
ACM
2500
Arcataur Capital Management
Wisconsin
$485K +$26.4K +91 +5%

VTI Hedge Fund Activity: Q1 2025 in Review

3,155 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q1 2025, worth a combined $132B — down 2.2% from $135B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new VTI positions and 115 closed out — a net gain of 45 holders — while 1,404 added to existing stakes and 1,197 trimmed.

The largest buyer was Vanguard Group, adding an estimated $638M. The largest seller was Essential Planning, cutting an estimated $921M.

  • 3,155 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q1 2025, down from 3,172 in Q4 2024.
  • Funds reported $132B of Vanguard Morningstar Total Stock Market ETF stock for Q1 2025, down 2.2% quarter-over-quarter.
  • 160 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q1 2025 and 115 closed out, a net change of +45 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q1 2025 was Vanguard Group, an estimated $638M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q1 2025 was Essential Planning, an estimated $921M sold.

Based on aggregated 13F filings for Q1 2025.