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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
FNWM
2926
Financial Network Wealth Management
Utah
$229K -$581 -2 -0.2%
GBFP
2927
Golden Bell Financial Planning
Georgia
$228K
SCM
2928
Sebold Capital Management
Illinois
$228K +$241K +830 New
GCM
2929
G2 Capital Management
Ohio
$227K
KCM
2930
KM Capital Management
Texas
$227K -$88K -303 -27%
MM
2931
Meridian Management
Arkansas
$226K -$328K -1,128 -58%
MQWP
2932
Morey & Quinn Wealth Partners
Nebraska
$226K +$239K +822 New
SIA
2933
Spectrum Investment Advisors
Wisconsin
$226K +$3.78K +13 +2%
OFA
2934
Oak Family Advisors
Illinois
$226K
HPC
2935
Hobart Private Capital
North Carolina
$225K
TFG
2936
Team Financial Group
California
$225K +$238K +819 New
HFO
2937
Heritage Family Offices
Arizona
$225K -$30.2K -104 -11%
HWP
2938
Hibernia Wealth Partners
Louisiana
$224K -$10.5K -36 -4%
TWCA
2939
Two West Capital Advisors
Kansas
$223K
SPWM
2940
Straight Path Wealth Management
Michigan
$222K +$234K +807 New
RWMH
2941
Riverpoint Wealth Management Holdings
Illinois
$222K +$5.81K +20 +3%
AL
2942
ADE LLC
Maryland
$221K +$291 +1 +0.1%
IWS
2943
Insight Wealth Strategies
California
$221K +$291 +1 +0.1%
DP
2944
DDD Partners
Washington
$221K -$1.74K -6 -0.7%
BA
2945
Ballew Advisors
Mississippi
$221K +$245K +844 New
OFS
2946
Orrstown Financial Services
Pennsylvania
$220K -$14.5K -50 -6%
SAM
2947
Selway Asset Management
$220K
JPLA
2948
Joseph P. Lucia & Associates
New York
$220K +$291 +1 +0.1%
CIA
2949
Cohen Investment Advisors
New Hampshire
$219K +$232K +798 New
SIA
2950
SkyView Investment Advisors
New Jersey
$219K

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.