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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
BB
301
Bell Bank
North Dakota
$43.6M +$43.7M +150,259 +1,783%
TWM
302
Tumwater Wealth Management
Idaho
$43.6M -$25K -86 -0.1%
IA
303
IFG Advisory
Georgia
$43.6M -$1.94M -6,666 -4%
JFG
304
JMG Financial Group
Illinois
$43.5M -$488K -1,681 -1%
LW
305
Linscomb Wealth
Texas
$43.5M -$531K -1,828 -1%
FLPIM
306
F.L. Putnam Investment Management
Massachusetts
$43.2M +$3.97M +13,677 +10%
LNWTC
307
Laird Norton Wetherby Trust Company
Washington
$42.9M -$18.9M -65,205 -29%
BW
308
BostonPremier Wealth
Massachusetts
$42.7M +$317K +1,091 +0.7%
AA
309
Armis Advisers
Georgia
$42.6M +$11M +37,693 +32%
RWP
310
RWA Wealth Partners
Massachusetts
$42.4M +$7.41M +25,515 +20%
WFP
311
Wrenne Financial Planning
Kentucky
$42.3M +$3.11M +10,711 +7%
Principal Financial Group
312
Principal Financial Group
Iowa
$42.3M +$1.64M +5,651 +4%
OL
313
Optas LLC
Texas
$42.1M +$22.7M +78,212 +104%
FC
314
Family CFO
California
$41.7M +$694K +2,389 +2%
TVAMP
315
Tennessee Valley Asset Management Partners
Tennessee
$41.7M +$71.2K +245 +0.2%
BCWM
316
Bartlett & Co Wealth Management
Ohio
$41.6M +$1.07M +3,691 +2%
AWM
317
Altus Wealth Management
Kentucky
$41.6M -$278K -957 -0.6%
BWA
318
Bordeaux Wealth Advisors
California
$41.5M -$300K -1,032 -0.7%
MHR
319
Matthew Hamilton Rosenberg
$41.4M -$939K -3,231 -2%
CC
320
Cypress Capital
Tennessee
$41.3M +$291 +1 +0%
RWML
321
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$41.3M +$3.35M +11,522 +8%
PA
322
Parallel Advisors
California
$41.1M -$429K -1,475 -1%
BL
323
Balentine LLC
Georgia
$41M +$5.17M +17,798 +14%
NSIM
324
North Star Investment Management
Illinois
$40.3M -$119K -411 -0.3%
RWI
325
Red Wave Investments
Pennsylvania
$40.3M -$992K -3,413 -2%

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.