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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
RFP
2751
Roth Financial Partners
Texas
$309K +$65.9K +227 +25%
SAM
2752
Seelaus Asset Management
New Jersey
$309K +$20.9K +72 +7%
CRWM
2753
Castle Rock Wealth Management
California
$309K +$1.16K +4 +0.4%
ISL
2754
Ingalls & Snyder LLC
New York
$308K
MWM
2755
MinichMacGregor Wealth Management
New York
$308K -$7.26K -25 -2%
VP
2756
Verisail Partners
Georgia
$307K -$134K -461 -29%
NA
2757
Note Advisors
New York
$307K -$50.8K -175 -14%
SF
2758
SWP Financial
California
$307K -$19.5K -67 -6%
PA
2759
Planning Alternatives
Michigan
$306K +$13.4K +46 +4%
OSNBOA
2760
Old Second National Bank of Aurora
Illinois
$306K
MFG
2761
MidWestOne Financial Group
Iowa
$305K
AA
2762
Auxano Advisors
Washington
$305K -$16.9K -58 -5%
WW
2763
Waterfront Wealth
Kansas
$304K -$37.2K -128 -10%
1SB
2764
1ST Source Bank
Indiana
$304K -$7.26K -25 -2%
HWA
2765
Heartwood Wealth Advisors
Virginia
$303K +$32.5K +112 +11%
CBT
2766
CoreFirst Bank & Trust
Kansas
$302K -$58.1K -200 -15%
CWM
2767
ClientFirst Wealth Management
Arkansas
$302K
CL
2768
COWA LLC
Oklahoma
$302K -$5.52K -19 -2%
AWM
2769
AAF Wealth Management
Massachusetts
$302K -$5.52K -19 -2%
HBW
2770
Hazlett, Burt & Watson
West Virginia
$301K +$4.65K +16 +1%
RP
2771
Riverwater Partners
Wisconsin
$300K -$65.9K -227 -17%
CCM
2772
Chaney Capital Management
Washington
$300K
PCMF
2773
Private Capital Management (Florida)
Florida
$299K
UIM
2774
Unified Investment Management
Georgia
$299K +$5.23K +18 +2%
WC
2775
Woodstock Corp
Massachusetts
$299K +$29.1K +100 +10%

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.