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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
TCCP
351
Tide Cove Capital Partners
California
$36.6M +$66.5K +229 +0.2%
PS
352
Principal Securities
Iowa
$36.5M
CWMK
353
Caliber Wealth Management (Kansas)
Kansas
$36.5M +$38.6M +132,729 New
JA
354
JVL Associates
Michigan
$36.1M -$38.9K -134 -0.1%
CIA
355
Concurrent Investment Advisors
Florida
$35.8M -$3.69M -12,696 -9%
UCFA
356
United Capital Financial Advisors
Texas
$35.2M -$1.39M -4,799 -4%
BIG
357
Brookwood Investment Group
Arizona
$35.1M +$37.1M +127,685 New
CA
358
CGN Advisors
Kansas
$35M +$1.35M +4,630 +4%
AAS
359
Annex Advisory Services
Wisconsin
$34.9M -$1.52M -5,239 -4%
MCFP
360
Mallini Complete Financial Planning
Florida
$34.7M +$36.7M +126,338 New
DT
361
Diversified Trust
Tennessee
$34.7M +$518K +1,784 +1%
CFO
362
Capitol Family Office
Oregon
$34.7M -$2.55M -8,775 -7%
BSHC
363
Breed's Hill Capital
Massachusetts
$34.5M
TCM
364
Telos Capital Management
California
$34.4M -$315K -1,083 -0.9%
OIM
365
Opus Investment Management
Massachusetts
$34.4M +$6.4M +22,029 +21%
BF
366
Brooklyn FI
New York
$34M +$1.32M +4,532 +4%
BA
367
BCM Advisors
Louisiana
$33.9M +$56.1K +193 +0.2%
AFGAS
368
Allegiance Financial Group Advisory Services
Virginia
$33.6M +$2.55M +8,775 +8%
PA
369
PFG Advisors
Arizona
$33.6M -$2.16M -7,446 -6%
FPB
370
First PREMIER Bank
South Dakota
$33.6M +$766K +2,638 +2%
BIM
371
Breakwater Investment Management
Washington
$33.2M +$190K +654 +0.5%
NEPWA
372
New England Private Wealth Advisors
Massachusetts
$33.1M +$696K +2,397 +2%
DAS
373
Dynamic Advisor Solutions
Arizona
$33M +$34.9M +120,222 New
PF
374
Penney Financial
Texas
$32.6M +$1.2M +4,129 +4%
CFGSD
375
Compass Financial Group (South Dakota)
South Dakota
$32.6M -$644K -2,217 -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.