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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
FWP
2551
Fiduciary Wealth Partners
Massachusetts
$444K +$469K +1,616 New
WFS
2552
WealthGarden F.S.
California
$444K +$7.55K +26 +2%
FC
2553
Fusion Capital
South Carolina
$442K -$30.8K -106 -6%
KCPT
2554
Kingstone Capital Partners Texas
Texas
$442K +$581 +2 +0.1%
GSIS
2555
Global Strategic Investment Solutions
Arizona
$441K +$872 +3 +0.2%
SXL
2556
Summit X LLC
Missouri
$441K +$15.7K +54 +3%
PCMC
2557
Paragon Capital Management (Colorado)
Colorado
$441K -$82.8K -285 -15%
SPA
2558
Sentinel Pension Advisors
Massachusetts
$439K +$92.4K +318 +25%
BWM
2559
Buska Wealth Management
Wisconsin
$439K +$22.7K +78 +5%
LAM
2560
Lummis Asset Management
Texas
$438K -$8.72K -30 -2%
CA
2561
Crane Advisory
California
$438K
FP
2562
FFG Partners
Florida
$437K
TPWA
2563
Twin Peaks Wealth Advisors
California
$437K -$71.5K -246 -13%
EIP
2564
Ellis Investment Partners
Pennsylvania
$437K -$43K -148 -9%
LA
2565
Lynch & Associates
Indiana
$436K +$45K +155 +11%
TSMHT
2566
Thurston Springer Miller Herd & Titak
Indiana
$434K -$6.97K -24 -2%
1CP
2567
17 Capital Partners
Arizona
$431K +$41.5K +143 +10%
CRIG
2568
Charter Research & Investment Group
Connecticut
$431K
RGF
2569
Retirement Guys Formula
Ohio
$430K +$455K +1,565 New
FCG
2570
Fielder Capital Group
Tennessee
$428K
AMIM
2571
Aull & Monroe Investment Management
Alabama
$427K -$11.6K -40 -3%
CSWG
2572
Cardinal Strategic Wealth Guidance
Kentucky
$427K -$22.1K -76 -5%
ZIG
2573
Zullo Investment Group
Pennsylvania
$426K
AC
2574
AWM Capital
Arizona
$424K -$5.23K -18 -1%
GFG
2575
Grantvest Financial Group
New Jersey
$423K +$31.7K +109 +8%

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.