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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
IRAG
3151
Investment Research & Advisory Group
Georgia
$3.85K
PCM
3152
Perritt Capital Management
Illinois
$3.34K
WPWM
3153
Western Pacific Wealth Management
Illinois
$3.09K
FCT
3154
First Community Trust
Iowa
$2.47K -$715K -2,461 -100%
LRWM
3155
Lord & Richards Wealth Management
Colorado
$1.92K +$2.03K +7 New
MIM
3156
Marshall Investment Management
Colorado
$1.66K +$1.74K +6 New
HFS
3157
Hughes Financial Services
Virginia
$1.1K +$1.16K +4 New
SVCP
3158
Silicon Valley Capital Partners
California
$403 -$75.2K -259 -100%
WP
3159
WMS Partners
Maryland
-$120M -414,160 Closed
Macquarie Group
3160
Macquarie Group
Australia
-$62M -213,865 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
3161
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$37.1M -128,000 Closed
DWM
3162
Dynasty Wealth Management
Florida
-$32.4M -111,910 Closed
SWIG
3163
Strategic Wealth Investment Group
Kentucky
-$15.4M -53,144 Closed
PFM
3164
Potomac Fund Management
Florida
-$15M -51,688 Closed
MECA
3165
Miller Equity Capital Advisors
Texas
-$14.9M -51,249 Closed
SW
3166
SVB Wealth
Massachusetts
-$13M -45,012 Closed
CFGS
3167
Concourse Financial Group Securities
Alabama
-$12.9M -42,897 Closed
IMC Chicago
3168
IMC Chicago
Illinois
-$11.7M -40,261 Closed
Schroder Investment Management Group
3169
Schroder Investment Management Group
United Kingdom
-$10.6M -36,303 Closed
OMC
3170
Old Mission Capital
Illinois
-$6.22M -21,472 Closed
PIC
3171
Platt Investment Counsel
Florida
-$5.07M -17,492 Closed
HIF
3172
Hill Island Financial
Michigan
-$4.88M -16,849 Closed
LP
3173
LGL Partners
Pennsylvania
-$4.82M -16,635 Closed
SMG
3174
Smart Money Group
Texas
-$4.25M -14,655 Closed
EI
3175
Ethic Inc
New York
-$3.51M -12,114 Closed

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.