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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
GWM
3076
Graybill Wealth Management
Illinois
$58.5K +$61.9K +213 New
OPTFSNA
3077
Old Point Trust & Financial Services N A
Virginia
$57.2K
PWA
3078
Physician Wealth Advisors
Utah
$55.2K -$563K -1,939 -91%
MWM
3079
Mascoma Wealth Management
New Hampshire
$53.6K -$73.5K -253 -56%
FWA
3080
Flagship Wealth Advisors
Massachusetts
$51.4K
AIM
3081
Arcadia Investment Management
Michigan
$50.8K
PA
3082
PSI Advisors
Florida
$49.5K
3IP
3083
3Chopt Investment Partners
Virginia
$49.2K +$52K +179 New
MLA
3084
MB, Levis & Associates
Pennsylvania
$48.3K +$31.7K +109 +163%
HPIA
3085
Hamilton Point Investment Advisors
North Carolina
$45.9K +$48.5K +167 New
FF
3086
Friedenthal Financial
New Jersey
$45.7K +$8.13K +28 +20%
IWM
3087
Inlight Wealth Management
Georgia
$44.5K +$47.1K +162 New
QCMNJ
3088
Quantum Capital Management (New Jersey)
New Jersey
$44.2K -$2.32K -8 -5%
NECFA
3089
New England Capital Financial Advisors
Connecticut
$44K
WWMSC
3090
Wagner Wealth Management (South Carolina)
South Carolina
$43.9K +$2.03K +7 +5%
VFM
3091
Vision Financial Markets
Connecticut
$43.6K +$46.2K +159 New
MSWA
3092
Marshall & Sterling Wealth Advisors
New York
$43.3K +$33.1K +114 +259%
FWA
3093
FSC Wealth Advisors
New York
$42.6K
FIM
3094
FWL Investment Management
Texas
$42.1K
PC
3095
Promus Capital
Illinois
$41.2K
HFM
3096
Hartford Financial Management
Connecticut
$40.1K
1IA
3097
1620 Investment Advisors
Massachusetts
$39.9K -$10.2K -35 -19%
KC
3098
Knuff & Co
California
$37.1K +$39.2K +135 New
HCP
3099
Hexagon Capital Partners
Arkansas
$36.9K +$9.59K +33 +33%
HIA
3100
HFM Investment Advisors
New Jersey
$36.8K +$38.9K +134 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.