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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
WIM
326
WealthPlan Investment Management
Nebraska
$40.2M +$7.61M +26,209 +22%
AOI
327
Auto-Owners Insurance
Michigan
$40.1M +$234M +805,716 +2,201%
RSWM
328
Robertson Stephens Wealth Management
California
$40.1M +$1.28M +4,395 +3%
RW
329
REDW Wealth
New Mexico
$39.8M -$3.56M -12,257 -8%
BSSFA
330
Baron Silver Stevens Financial Advisors
Florida
$39.6M -$2.35M -8,093 -5%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$39.5M +$3.2K +11 +0%
FFWA
332
FRG Family Wealth Advisors
Washington
$39.3M -$1.52M -5,232 -4%
EFN
333
Equita Financial Network
Pennsylvania
$39.2M +$2.62M +9,003 +7%
WWWM
334
White Wing Wealth Management
Texas
$39.1M +$727K +2,502 +2%
KIM
335
Karpus Investment Management
New York
$39M -$544K -1,871 -1%
GWM
336
Geneos Wealth Management
Colorado
$38.8M +$20.7M +71,275 +102%
RFG
337
REAP Financial Group
Texas
$38.5M +$3.86M +13,279 +10%
FHA
338
Flagship Harbor Advisors
Massachusetts
$38.5M -$919K -3,162 -2%
PCFFS
339
Pacific Center for Financial Services
California
$38.5M -$418K -1,439 -1%
Victory Capital Management
340
Victory Capital Management
Texas
$38.3M -$3.98M -13,685 -9%
CA
341
Clearstead Advisors
Ohio
$38.2M +$3.75M +12,914 +10%
BOSSRA
342
B.O.S.S. Retirement Advisors
Utah
$38.2M +$3.02M +10,409 +8%
MWM
343
Manske Wealth Management
Texas
$37.8M +$4.76M +16,400 +14%
GWA
344
Gibson Wealth Advisors
Texas
$37.8M +$456K +1,569 +1%
SI
345
Seeds Investor
New York
$37.4M +$975K +3,356 +3%
OFP
346
OLIO Financial Planning
Virginia
$37.1M -$2.71M -9,333 -6%
FWTB
347
First Western Trust Bank
Colorado
$37.1M +$7.84K +27 +0%
OBWP
348
O'Brien Wealth Partners
Massachusetts
$37M -$650K -2,238 -2%
VWA
349
VERITY Wealth Advisors
United States
$36.8M +$45.6K +157 +0.1%
IFG
350
Independent Financial Group
California
$36.6M +$1.39M +4,778 +4%

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.