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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
HBFP
2501
Henderson Brothers Financial Partners
Pennsylvania
$483K +$419K +1,441 New
CWMS
2502
Cannon Wealth Management Services
North Carolina
$482K
YWM
2503
Yardley Wealth Management
Pennsylvania
$482K
CPG
2504
Cornerstone Planning Group
New Jersey
$481K +$388K +1,336 +272%
ISWM
2505
Independent Solutions Wealth Management
New York
$481K +$508K +1,750 New
USWIA
2506
UP Strategic Wealth Investment Advisors
Pennsylvania
$481K
VWS
2507
Virtus Wealth Solutions
New Jersey
$480K +$3.2K +11 +0.6%
JWWM
2508
Johnson & White Wealth Management
Pennsylvania
$479K -$37.8K -130 -7%
PAWA
2509
Palo Alto Wealth Advisors
California
$479K +$75.5K +260 +19%
TA
2510
Tectonic Advisors
Texas
$477K +$230K +793 +84%
CCG
2511
Catalina Capital Group
California
$477K -$16K -55 -3%
RCG
2512
Ruane, Cunniff & Goldfarb
New York
$474K +$165K +567 +49%
MKC
2513
M. Kraus & Co
Vermont
$474K -$5.81K -20 -1%
ICCON
2514
Investment Counsel Company of Nevada
Nevada
$469K +$581 +2 +0.1%
BBW
2515
Blue Barn Wealth
Utah
$469K
OWA
2516
Oak Wealth Advisors
Illinois
$468K -$9.59K -33 -2%
EIM
2517
Ervin Investment Management
Washington
$466K -$267K -920 -35%
CWM
2518
Chemistry Wealth Management
New York
$466K +$8.13K +28 +2%
PCM
2519
Payne Capital Management
New York
$465K -$3.78K -13 -0.8%
TFA
2520
Tobias Financial Advisors
Florida
$464K -$22.1K -76 -4%
MCP
2521
Mirador Capital Partners
California
$463K -$8.72K -30 -2%
TCOO
2522
Trust Company of Oklahoma
Oklahoma
$462K -$3.49K -12 -0.7%
CAM
2523
Clarity Asset Management
Iowa
$462K +$872 +3 +0.2%
AP
2524
Americana Partners
Texas
$461K
IAP
2525
Indie Asset Partners
Indiana
$460K -$3.49K -12 -0.7%

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.