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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
EK
251
Evensky & Katz
Florida
$56.5M +$1.06M +3,655 +2%
CGL
252
Clarius Group LLC
Washington
$56.1M -$32.8K -113 -0.1%
CB
253
Commerce Bank
Missouri
$55.8M +$1.63M +5,604 +3%
PAS
254
Park Avenue Securities
New York
$55.7M -$521K -1,795 -0.9%
AllianceBernstein
255
AllianceBernstein
Tennessee
$55.7M +$4.68M +16,113 +9%
LW
256
Libra Wealth
California
$55.3M +$3.08M +10,588 +6%
CWM
257
Cedar Wealth Management
California
$55.3M -$293K -1,010 -0.5%
PWM
258
Prentice Wealth Management
New York
$54.1M -$2.5M -8,601 -4%
EWA
259
EP Wealth Advisors
California
$53.7M +$2.09M +7,205 +4%
WA
260
WBH Advisory
Maryland
$53.4M +$4.28M +14,739 +8%
UOMF
261
University of Maryland Foundation
Maryland
$53.4M
WFA
262
Wellspring Financial Advisors
Ohio
$53.3M -$2.79M -9,612 -0.2%
MSFS
263
Main Street Financial Solutions
Pennsylvania
$53M -$3.53M -12,142 -6%
MPW
264
Monterey Private Wealth
California
$52.9M +$3.33M +11,473 +6%
SMC
265
Smith, Moore & Co
Missouri
$52.3M +$1.54M +5,310 +3%
AI
266
Axos Invest
Nevada
$52M -$1.85M -6,371 -3%
AWS
267
Atria Wealth Solutions
New York
$51.8M -$196K -675 -0.4%
IWC
268
Integrated Wealth Concepts
Massachusetts
$50.6M -$734K -2,526 -1%
GP
269
Greenline Partners
New York
$50.4M -$52.9M -181,940 -100%
LWM
270
Level Wealth Management
North Carolina
$49.9M +$6.74M +23,193 +15%
MWM
271
Modera Wealth Management
New Jersey
$49.8M -$302K -1,040 -0.6%
BA
272
Bridgewater Advisors
New York
$49.7M +$5.92M +20,376 +13%
OIA
273
OneDigital Investment Advisors
Kansas
$49.7M -$3.9M -13,415 -7%
AAMC
274
Asset Allocation & Management Company
Illinois
$49.4M +$4.08M +14,055 +8%
JFGLC
275
Johnson Financial Group LLC (Colorado)
Colorado
$49.2M -$570K -1,961 -1%

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.