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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
ST
451
Sentinel Trust
Texas
$24.6M +$16.2M +55,652 +165%
ECT
452
Ebor Charitable Trust
Wyoming
$24.5M -$1.65M -5,690 -6%
WIC
453
Woodmont Investment Counsel
Tennessee
$24.5M +$322K +1,108 +1%
CGA
454
Crescent Grove Advisors
Illinois
$24.3M +$872 +3 +0%
FCI
455
Financial Counselors Inc
Kansas
$24.2M +$596K +2,051 +2%
TWA
456
Trellis Wealth Advisors
California
$23.8M -$2.76M -9,487 -10%
BTWM
457
Brass Tax Wealth Management
Ohio
$23.8M -$232K -799 -0.9%
USCWA
458
U.S. Capital Wealth Advisors
Texas
$23.8M -$5.15M -17,710 -17%
VVP
459
Venture Visionary Partners
Ohio
$23.7M +$739K +2,543 +3%
OFS
460
OneAscent Financial Services
Alabama
$23.6M +$12.3M +42,220 +97%
Allspring Global Investments
461
Allspring Global Investments
North Carolina
$23.6M +$7.17M +24,684 +41%
CPIG
462
Chicago Partners Investment Group
Illinois
$23.4M -$10.9M -37,506 -31%
PWP
463
Principle Wealth Partners
Connecticut
$23.3M -$65.9K -227 -0.3%
Nisa Investment Advisors
464
Nisa Investment Advisors
Missouri
$23.3M +$61K +210 +0.2%
WCM
465
Washington Capital Management
Washington
$23.3M -$8.72K -30 -0%
OAJ
466
Ogorek Anthony Joseph
New York
$23.3M +$47.1K +162 +0.2%
CAMG
467
CWA Asset Management Group
Florida
$23.1M +$677K +2,331 +3%
CAL
468
Capital Advisors Ltd
Ohio
$23M +$32.5K +112 +0.1%
PWP
469
Precedent Wealth Partners
Texas
$22.9M +$645K +2,219 +3%
PFS
470
Prospera Financial Services
Texas
$22.9M +$1.79M +6,158 +8%
ASN
471
Advisory Services Network
Georgia
$22.9M +$1.46M +5,010 +6%
GDP
472
Great Diamond Partners
Maine
$22.8M -$623K -2,144 -3%
Wellington Management Group
473
Wellington Management Group
Massachusetts
$22.5M
MA
474
Mutual Advisors
Nebraska
$22.5M -$4.46M -15,355 -16%
LI
475
Latigo Investments
Florida
$22.2M

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.