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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
PIWA
2876
Prevail Innovative Wealth Advisors
Kansas
$247K -$343K -1,181 -57%
DCM
2877
Donaldson Capital Management
Indiana
$247K -$211K -726 -45%
CWM
2878
Crowley Wealth Management
Delaware
$247K -$25K -86 -9%
OAM
2879
Occidental Asset Management
California
$246K +$27.6K +95 +12%
HT
2880
Heritage Trust
Oklahoma
$245K
MFC
2881
Mechanics Financial Corp
Ohio
$245K
ZC
2882
Zeit Capital
Colorado
$245K +$19.2K +66 +8%
SLG
2883
Stanley-Laman Group
Pennsylvania
$245K +$19.5K +67 +8%
DI
2884
Disciplined Investments
Oklahoma
$245K -$1.45K -5 -0.6%
SWM
2885
SK Wealth Management
Rhode Island
$244K +$80.5K +277 +40%
TF
2886
Tudor Financial
Ohio
$244K -$10.2K -35 -4%
FCCM
2887
First City Capital Management
Georgia
$244K
FFWM
2888
Future Financial Wealth Management
Ohio
$244K
FMC
2889
First Merchants Corp
Indiana
$244K -$156K -538 -38%
EIG
2890
Ellenbecker Investment Group
Wisconsin
$243K -$5.23K -18 -2%
GWAG
2891
Garrett Wealth Advisory Group
Texas
$243K +$291 +1 +0.1%
KF
2892
KKM Financial
Illinois
$242K
Toronto Dominion Bank
2893
Toronto Dominion Bank
Ontario, Canada
$242K -$61.6K -212 -19%
NIM
2894
Nicollet Investment Management
Minnesota
$242K
YIH
2895
Y-Intercept (HK)
Hong Kong
$242K -$338K -1,163 -57%
CW
2896
Code Waechter
Florida
$241K -$15.4K -53 -6%
SAF
2897
Smith Anglin Financial
Texas
$241K +$15.4K +53 +6%
PSP
2898
Pacific Sage Partners
Washington
$241K +$7.55K +26 +3%
YAL
2899
Your Advocates Ltd
Texas
$240K
FF
2900
Financial Futures
New Jersey
$240K -$28.5K -98 -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.