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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
IWM
426
Integris Wealth Management
California
$27.3M -$311K -1,072 -1%
MF
427
Manuka Financial
Virginia
$27.2M +$3.51M +12,073 +14%
AWM
428
AllSquare Wealth Management
New York
$27.1M -$614K -2,113 -2%
JCM
429
Jacobi Capital Management
Pennsylvania
$26.8M -$152K -523 -0.5%
CCA
430
Cobblestone Capital Advisors
New York
$26.7M -$111K -381 -0.4%
GFP
431
Gryphon Financial Partners
Ohio
$26.7M -$289K -995 -1%
BlackRock
432
BlackRock
New York
$26.7M +$5.26M +18,111 +23%
CIA
433
Choate Investment Advisors
Massachusetts
$26.6M -$344K -1,184 -1%
HI
434
Harbour Investments
Wisconsin
$26.5M -$2.68M -9,211 -9%
FAG
435
Financial Architects (Georgia)
Georgia
$26.5M +$549K +1,891 +2%
HSA
436
HBK Sorce Advisory
Pennsylvania
$26.4M -$132K -455 -0.5%
FFA
437
Farther Finance Advisors
California
$26.3M +$10.3M +35,465 +59%
MG
438
Mather Group
Illinois
$26.2M -$375K -1,291 -1%
CWA
439
Clarity Wealth Advisors
California
$26.1M +$603K +2,074 +2%
CCWA
440
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.8M +$11.4M +39,153 +72%
MIM
441
Monashee Investment Management
Massachusetts
$25.7M
BFWA
442
Benchmark Financial Wealth Advisors
Florida
$25.6M -$6.14M -21,136 -19%
AL
443
Aspiriant LLC
California
$25.4M +$343K +1,179 +1%
N
444
Nuveen
North Carolina
$25.3M -$32.4M -111,600 -55%
BFS
445
Burrus Financial Services
Utah
$24.8M -$624K -2,149 -2%
BP
446
BBR Partners
New York
$24.7M +$2.32K +8 +0%
GVAG
447
Great Valley Advisor Group
Delaware
$24.7M +$536K +1,846 +2%
CHAM
448
Clear Harbor Asset Management
Connecticut
$24.6M +$1.3M +4,487 +5%
AIM
449
Advyzon Investment Management
Illinois
$24.6M -$3.4M -11,701 -12%
ACM
450
Ashford Capital Management
Delaware
$24.6M -$2.34M -8,065 -8%

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.