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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
WHG
3201
Westwood Holdings Group
Texas
-$413K -1,424 Closed
LFG
3202
Lockerman Financial Group
California
-$399K -1,376 Closed
AWM
3203
Avondale Wealth Management
Texas
-$372K -1,282 Closed
Citadel Advisors
3204
Citadel Advisors
Florida
-$357K -1,228 Closed
WRM
3205
Weybosset Research & Management
Rhode Island
-$355K -1,225 Closed
TA
3206
Townsend & Associates
Colorado
-$358K -1,197 Closed
FPL
3207
Fortress Private Ledger
North Carolina
-$345K -1,189 Closed
TH
3208
Team Hewins
California
-$321K -1,107 Closed
PMG
3209
ProVise Management Group
Florida
-$314K -1,085 Closed
CCA
3210
Cooper Capital Advisors
California
-$309K -1,066 Closed
LWM
3211
Laidlaw Wealth Management
New York
-$304K -1,050 Closed
GHA
3212
Granite Harbor Advisors
Texas
-$294K -1,015 Closed
CSA
3213
Cornerstone Select Advisors
Missouri
-$293K -1,010 Closed
FI
3214
FWG Investments
Kentucky
-$292K -1,009 Closed
WB
3215
West Bancorporation
Iowa
-$289K -997 Closed
AIA
3216
Angeles Investment Advisors
California
-$284K -980 Closed
GWM
3217
Gibbs Wealth Management
Georgia
-$283K -975 Closed
AFTS
3218
American Financial & Tax Strategies
New York
-$278K -960 Closed
RW
3219
Rockport Wealth
Ohio
-$277K -960 Closed
WAS
3220
WESPAC Advisors SoCal
California
-$261K -901 Closed
LWM
3221
Lionshead Wealth Management
New York
-$250K -862 Closed
NA
3222
Nottingham Advisors
New York
-$245K -847 Closed
ODG
3223
O'Dell Group
Ohio
-$241K -831 Closed
AAM
3224
Ameraudi Asset Management
New York
-$239K -826 Closed
HGWM
3225
Horst & Graben Wealth Management
Oregon
-$238K -820 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.