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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
WCP
376
Wick Capital Partners
Pennsylvania
$32.6M +$568K +1,956 +2%
ODA
377
One Degree Advisors
California
$32.4M +$329K +1,133 +1%
RWIA
378
Roger Wittlin Investment Advisory
California
$32.3M -$1.29M -4,452 -4%
CAM
379
Cozad Asset Management
Illinois
$32.1M +$946K +3,255 +3%
PWMAG
380
Pinnacle Wealth Management Advisory Group
New Jersey
$32.1M +$1.18M +4,076 +4%
SWM
381
Scissortail Wealth Management
Oklahoma
$31.9M -$6.32M -21,741 -16%
VA
382
Valmark Advisers
Ohio
$31.9M +$630K +2,169 +2%
PWM
383
Perigon Wealth Management
California
$31.9M -$1.05M -3,627 -3%
TC
384
TownSquare Capital
Utah
$31.8M -$1.41M -4,867 -4%
LWM
385
LJI Wealth Management
Indiana
$31.8M -$289K -994 -0.9%
LCM
386
Liberty Capital Management
Michigan
$31.7M -$172K -591 -0.5%
WAM
387
Weinberger Asset Management
California
$31.5M -$325K -1,120 -1%
PFA
388
Pure Financial Advisors
California
$31.2M -$1.21M -4,166 -4%
M&T Bank
389
M&T Bank
New York
$31.2M +$12.8M +44,079 +64%
Susquehanna International Group
390
Susquehanna International Group
Pennsylvania
$31.2M +$26.8M +92,328 +437%
MFA
391
Morling Financial Advisors
California
$30.9M +$1.28M +4,415 +4%
FTS
392
Fifth Third Securities
Ohio
$30.7M +$275K +945 +0.9%
BL
393
BFSG LLC
California
$30.7M +$2.32M +7,991 +8%
BCA
394
Bay Colony Advisors
Massachusetts
$30.6M +$226K +777 +0.7%
LA
395
LPF Advisors
Florida
$30.5M +$1.77M +6,076 +6%
CCM
396
Coldstream Capital Management
Washington
$30.5M +$2.52M +8,686 +9%
CAM
397
Chandler Asset Management
California
$30.4M
PS
398
Portfolio Strategies
New York
$30.3M -$3.12M -10,742 -9%
RC
399
Roundview Capital
New Jersey
$30.1M +$356K +1,227 +1%
MPCL
400
My Personal CFO LLC
Washington
$30.1M +$914K +3,147 +3%

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.