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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
FPWM
2776
FSB Premier Wealth Management
Iowa
$298K +$16.3K +56 +5%
TC
2777
TFR Capital
Texas
$298K +$52.6K +181 +20%
CA
2778
Centerpoint Advisors
Massachusetts
$298K
BI
2779
Ballast Inc
Kentucky
$297K
FAM
2780
Forte Asset Management
New York
$297K
JF
2781
Joule Financial
Kentucky
$295K +$14.2K +49 +5%
FA
2782
Fortis Advisors
Pennsylvania
$295K -$5.52K -19 -2%
KA
2783
Kure Advisory
Minnesota
$295K +$311K +1,072 New
MSFP
2784
Mark Sheptoff Financial Planning
Connecticut
$294K
RWM
2785
RKL Wealth Management
Pennsylvania
$294K -$330K -1,135 -51%
SPAS
2786
Spectrum Planning & Advisory Services
California
$294K
WG
2787
Watchman Group
Texas
$294K -$7.55K -26 -2%
FWIA
2788
Fort Washington Investment Advisors
Ohio
$293K +$2.9K +10 +0.9%
SWMG
2789
Sanchez Wealth Management Group
Florida
$293K -$43.6K -150 -12%
WFS
2790
Walker Financial Services
Kentucky
$293K +$309K +1,065 New
AAM
2791
American Asset Management
Florida
$292K -$145K -499 -32%
WHCFA
2792
William Howard & Co Financial Advisors
Tennessee
$290K +$3.2K +11 +1%
PAW
2793
Plan A Wealth
Nebraska
$290K
CWP
2794
Core Wealth Partners
California
$289K -$13.4K -46 -4%
FAM
2795
Flaharty Asset Management
Florida
$289K
VP
2796
Verum Partners
North Carolina
$288K +$38.6K +133 +15%
SCM
2797
Schnieders Capital Management
California
$288K
GFP
2798
Guardian Financial Partners
California
$288K -$23.2K -80 -7%
SAM
2799
Strategy Asset Managers
California
$286K
IWA
2800
Invera Wealth Advisors
Oregon
$286K +$302K +1,040 New

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.