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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
BCM
2901
BluePath Capital Management
Georgia
$240K -$70K -241 -22%
4WM
2902
49 Wealth Management
Texas
$239K +$47.4K +163 +23%
CCB
2903
Cutter & Co Brokerage
Missouri
$238K -$17.4K -60 -6%
MCM
2904
MidAtlantic Capital Management
Virginia
$238K
CVA
2905
Central Valley Advisors
California
$238K +$1.16K +4 +0.5%
TRIA
2906
Trail Ridge Investment Advisors
Colorado
$238K -$3.47M -11,939 -93%
KFC
2907
Klingenstein Fields & Co
New York
$237K -$17.4K -60 -7%
CWM
2908
Cranbrook Wealth Management
Michigan
$237K +$2.32K +8 +0.9%
SW
2909
Schulz Wealth
Texas
$236K +$10.5K +36 +4%
OPA
2910
Old Port Advisors
Maine
$236K -$198K -681 -44%
FIM
2911
Freedom Investment Management
Connecticut
$234K +$248K +852 New
WIC
2912
Willis Investment Counsel
Georgia
$234K +$4.65K +16 +2%
HAFS
2913
Hapanowicz & Associates Financial Services
Pennsylvania
$234K -$168K -578 -40%
JIC
2914
JRM Investment Counsel
Nebraska
$234K -$17.4K -60 -7%
WI
2915
Wedgewood Investors
Pennsylvania
$234K -$62.2K -214 -20%
WFS
2916
Widmann Financial Services
Maryland
$233K
VWA
2917
Valued Wealth Advisors
Utah
$233K -$291 -1 -0.1%
IHWM
2918
Iron Horse Wealth Management
Iowa
$232K
KFA
2919
Kapstone Financial Advisors
Ohio
$232K
BHIA
2920
Birch Hill Investment Advisors
Massachusetts
$231K
CCM
2921
Ciovacco Capital Management
Georgia
$231K -$246K -847 -50%
EWM
2922
Edge Wealth Management
New York
$231K +$244K +839 New
AC
2923
Arjuna Capital
North Carolina
$230K +$243K +838 New
RAS
2924
RPS Advisory Solutions
Kentucky
$230K +$243K +837 New
NWWA
2925
New Wave Wealth Advisors
Arkansas
$230K +$71.8K +247 +42%

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.