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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
MTIC
2976
Missouri Trust & Investment Company
Missouri
$208K
BAM
2977
Berkshire Asset Management
Pennsylvania
$207K
WGC
2978
Watts Gwilliam & Co
Arizona
$207K
WLG
2979
Williamson Legacy Group
Indiana
$207K
BIG
2980
Brooklyn Investment Group
New York
$207K +$218K +752 New
SIG
2981
Sargent Investment Group
Maryland
$206K
RAM
2982
Riggs Asset Management
Pennsylvania
$205K +$24.7K +85 +13%
SC
2983
Shearwater Capital
Colorado
$205K
MWM
2984
Mindset Wealth Management
Indiana
$205K -$4.94K -17 -2%
PF
2985
Prosperitas Financial
California
$205K
CWM
2986
Centric Wealth Management
Illinois
$204K +$216K +743 New
FNB
2987
Farmers National Bank
Kentucky
$204K
SA
2988
SRH Advisors
Kansas
$204K -$3.49K -12 -2%
PA
2989
Persium Advisors
Georgia
$203K
EGA
2990
E&G Advisors
Texas
$202K
JTWM
2991
Jackson Thornton Wealth Management
Alabama
$201K +$226K +777 New
AAM
2992
Ackerman Asset Management
Maryland
$201K +$212K +731 New
SPFA
2993
Summit Place Financial Advisors
New Jersey
$201K
FLA
2994
Financial Life Advisors
Texas
$200K
SFA
2995
Spectrum Financial Alliance
Kentucky
$200K
CG
2996
Clifford Group
Massachusetts
$200K +$212K +728 New
LWA
2997
Lowe Wealth Advisors
Maryland
$193K
FFP
2998
Frisco Financial Planning
Texas
$192K +$291 +1 +0.1%
T
2999
Transce3nd
Texas
$190K -$1.53M -5,265 -88%
EC
3000
Elequin Capital
New York
$189K +$199K +686 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.