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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
TA
2676
TrueWealth Advisors
Alabama
$357K -$3.78K -13 -1%
SC
2677
Schiavi & Co
Delaware
$356K
FC
2678
Fulcrum Capital
Washington
$355K
VWM
2679
Vigilare Wealth Management
Arizona
$353K +$6.97K +24 +2%
GSC
2680
G&S Capital
Colorado
$351K +$581 +2 +0.2%
LA
2681
Lifeworks Advisors
Michigan
$351K -$76.7K -264 -17%
PWA
2682
Principia Wealth Advisory
Texas
$351K +$380K +1,308 New
PCA
2683
Purkiss Capital Advisors
Connecticut
$350K +$89.5K +308 +32%
HTWM
2684
Hartmann Taylor Wealth Management
Texas
$348K +$368K +1,265 New
JBW
2685
Journey Beyond Wealth
Georgia
$348K +$43.6K +150 +13%
JF
2686
JSF Financial
California
$347K +$581 +2 +0.2%
WFA
2687
WestHill Financial Advisors
California
$347K -$6.97K -24 -2%
PD
2688
Planning Directions
Pennsylvania
$346K +$365K +1,257 New
NC
2689
North Capital
Utah
$345K +$364K +1,254 New
CFS
2690
Commonwealth Financial Services
West Virginia
$344K +$63.6K +219 +21%
DCBT
2691
Dakota Community Bank & Trust
North Dakota
$344K
LC
2692
LCNB Corp
Ohio
$344K
EWS
2693
Evergreen Wealth Solutions
Pennsylvania
$343K -$16.3K -56 -4%
IPW
2694
Invictus Private Wealth
Colorado
$342K +$126K +435 +54%
SMWM
2695
Silvia McColl Wealth Management
California
$342K +$24.4K +84 +7%
SCM
2696
Sollinda Capital Management
Florida
$342K -$86.3K -297 -19%
RCM
2697
Richardson Capital Management
Wisconsin
$342K -$11.3K -39 -3%
OPWM
2698
Oxinas Partners Wealth Management
Indiana
$342K +$124K +428 +53%
SCM
2699
Sage Capital Management
New Jersey
$341K +$1.16K +4 +0.3%
MWML
2700
M Wealth Management LLC
California
$341K +$1.45K +5 +0.4%

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.