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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
PIM
2851
Provident Investment Management
Michigan
$260K
TFG
2852
Tull Financial Group
Virginia
$260K +$13.4K +46 +5%
BSG
2853
Black Swift Group
Colorado
$259K
LAMNM
2854
Longview Asset Management (New Mexico)
New Mexico
$259K +$56.1K +193 +26%
MWP
2855
Moller Wealth Partners
$259K +$25.6K +88 +10%
BPFA
2856
Barnes Pettey Financial Advisors
Mississippi
$258K +$36.9K +127 +16%
OWM
2857
Opes Wealth Management
California
$257K +$272K +935 New
IAG
2858
Investmark Advisory Group
Connecticut
$257K +$25.6K +88 +10%
FWM
2859
FMB Wealth Management
California
$256K +$6.68K +23 +3%
SPWM
2860
Schrum Private Wealth Management
Florida
$255K +$2.9K +10 +1%
SCM
2861
Saxony Capital Management
Missouri
$254K -$356K -1,226 -57%
SP
2862
Stonebrook Private
Michigan
$251K +$38.3K +132 +17%
SPI
2863
Sutton Place Investors
New York
$251K +$265K +913 New
RF
2864
Roxbury Financial
New Jersey
$251K +$581 +2 +0.2%
AWM
2865
Absher Wealth Management
North Carolina
$250K
HKIMG
2866
Hutchens & Kramer Investment Management Group
Indiana
$250K +$264K +909 New
CBOR
2867
Community Bank of Raymore
Missouri
$250K
HIS
2868
Harvest Investment Services
Illinois
$250K +$3.2K +11 +1%
SDH
2869
Sloy Dahl & Holst
Washington
$249K +$8.43K +29 +3%
PBC
2870
Pavion Blue Capital
California
$248K
NF
2871
Nvest Financial
New Hampshire
$248K +$872 +3 +0.3%
MPCA
2872
Madison Park Capital Advisors
Washington
$248K +$262K +901 New
HWA
2873
Hillcrest Wealth Advisors
New Jersey
$247K
ACA
2874
Affinity Capital Advisors
California
$247K -$9.59K -33 -3%
LWP
2875
Laurel Wealth Planning
Minnesota
$247K -$24.7K -85 -9%

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.