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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
AF
476
Advisornet Financial
Minnesota
$22.2M +$198K +681 +0.9%
BP
477
BWM Planning
Texas
$22.1M +$3.05M +10,496 +15%
HWM
478
Horizon Wealth Management
Illinois
$22M -$154K -530 -0.7%
KPWS
479
Kestra Private Wealth Services
Texas
$21.9M -$1.14M -3,913 -5%
SFPM
480
Sensible Financial Planning & Management
Massachusetts
$21.8M +$1.1M +3,798 +5%
MADFP
481
Michael A Dubis Financial Planning
Wisconsin
$21.8M +$330K +1,137 +1%
FCM
482
Firestone Capital Management
Florida
$21.7M -$63.9K -220 -0.3%
RFP
483
Root Financial Partners
California
$21.5M +$1.7M +5,866 +8%
AFG
484
Altiora Financial Group
Ohio
$21.5M +$1.92M +6,607 +9%
CWM
485
Connecticut Wealth Management
Connecticut
$21.4M +$22.7M +78,043 New
CI
486
Cordant Inc
Oregon
$21.3M -$397K -1,368 -2%
YCM
487
Yousif Capital Management
Michigan
$21.2M +$72.6K +250 +0.3%
Natixis Advisors
488
Natixis Advisors
Massachusetts
$21.2M -$36.4M -125,455 -62%
MFIM
489
Mesirow Financial Investment Management
Illinois
$21.2M +$377K +1,296 +2%
ML
490
Mayport LLC
Massachusetts
$21M +$1.68M +5,775 +8%
NWM
491
Northwest Wealth Management
Iowa
$20.8M -$1.01M -3,483 -4%
SA
492
Seneschal Advisors
Washington
$20.8M +$420K +1,444 +2%
KOMWMG
493
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$20.7M +$20.5M +70,696 +1,559%
GA
494
Gordian Advisors
Arizona
$20.7M -$365K -1,256 -2%
KPP
495
Kings Path Partners
Texas
$20.7M +$1.84M +6,348 +9%
BC
496
Barrett & Company
Rhode Island
$20.6M +$530K +1,823 +2%
OSAM
497
O'Shaughnessy Asset Management
Connecticut
$20.6M -$226K -779 -1%
AAP
498
Arax Advisory Partners
Colorado
$20.6M -$1.71M -5,874 -7%
AH
499
Addis & Hill
Pennsylvania
$20.3M -$293K -1,008 -1%
NAMP
500
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$20.1M +$645K +2,220 +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.