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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
NMG
3001
New Millennium Group
Utah
$186K +$196K +675 +22,500%
RA
3002
Rise Advisors
New York
$183K -$1.45K -5 -0.7%
CWM
3003
Copia Wealth Management
Oregon
$179K
4FG
3004
4Thought Financial Group
New York
$176K -$10.7K -37 -5%
NFSG
3005
Newbridge Financial Services Group
Florida
$174K +$29.6K +102 +19%
SSA
3006
SSA Swiss Advisors
$168K +$178K +611 New
LIA
3007
Luken Investment Analytics
Tennessee
$168K
KHC
3008
Koesten Hirschmann & Crabtree
Kansas
$167K
EA
3009
Evolution Advisers
Virginia
$166K -$363K -1,251 -4%
LB
3010
Legacy Bridge
Iowa
$165K
OCM
3011
Osterweis Capital Management
California
$164K
SC
3012
Stephens Consulting
Michigan
$163K +$1.45K +5 +0.9%
WWM
3013
Wolff Wiese Magana
California
$161K +$5.52K +19 +3%
MSWM
3014
Mowery & Schoenfeld Wealth Management
Illinois
$154K
SCA
3015
Stuart Chaussee & Associates
California
$153K
DWA
3016
Dougherty Wealth Advisers
Minnesota
$153K
TTIC
3017
Tower Trust & Investment Company
Iowa
$151K +$160K +552 New
CPBTD
3018
Central Pacific Bank - Trust Division
Hawaii
$150K -$508K -1,747 -76%
FFC
3019
First Financial Corp
Indiana
$149K -$2.62K -9 -2%
PA
3020
Pineridge Advisors
Missouri
$147K -$204K -703 -57%
WSC
3021
Wellington Shields & Co
New York
$146K -$29.1K -100 -16%
TVWM
3022
Tower View Wealth Management
Wisconsin
$145K +$581 +2 +0.4%
DFA
3023
DHJJ Financial Advisors
Illinois
$141K -$9.01K -31 -6%
OL
3024
one8zero8 LLC
North Carolina
$139K -$2.9K -10 -2%
WSCM
3025
Wellington Shields Capital Management
New York
$137K

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.