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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
HCM
501
Hollencrest Capital Management
California
$20.1M +$89.5K +308 +0.4%
EWA
502
EverSource Wealth Advisors
Alabama
$19.9M +$849K +2,922 +4%
NEAM
503
New England Asset Management
Connecticut
$19.9M +$6.19M +21,295 +42%
CA
504
Continuum Advisory
Idaho
$19.9M +$322K +1,110 +2%
RIM
505
Rockbridge Investment Management
New York
$19.8M -$397K -1,368 -2%
FWA
506
FSM Wealth Advisors
Ohio
$19.8M +$860K +2,960 +4%
P
507
&Partners
Tennessee
$19.8M +$3.89M +13,387 +23%
SAM
508
Satovsky Asset Management
New York
$19.8M +$915K +3,148 +5%
CNBT
509
Cornerstone National Bank & Trust
Illinois
$19.7M -$189K -651 -0.9%
WCP
510
Wealthcare Capital Partners
Pennsylvania
$19.6M +$281K +968 +1%
MWG
511
Martin Worley Group
Utah
$19.5M +$962K +3,310 +5%
SVWAG
512
Sound View Wealth Advisors Group
Georgia
$19.5M -$1.28M -4,419 -6%
CIG
513
Cascade Investment Group
Colorado
$19.5M -$306K -1,052 -1%
CFS
514
Cannon Financial Strategists
Georgia
$19.5M +$266K +916 +1%
FHA
515
First Horizon Advisors
Tennessee
$19.4M -$417K -1,435 -2%
MCCA
516
Mill Creek Capital Advisors
Pennsylvania
$19.2M +$8.53M +29,366 +72%
JIC
517
Johnson Investment Counsel
Ohio
$19.2M +$683K +2,350 +3%
KDA
518
Kraft Davis & Associates
Missouri
$19.2M -$88.9K -306 -0.4%
RA
519
RFG Advisory
Alabama
$19.1M -$2.5M -8,608 -11%
JWCA
520
J.W. Cole Advisors
Florida
$19M -$2.37M -8,153 -11%
RMAM
521
Raab & Moskowitz Asset Management
New Jersey
$18.8M +$565K +1,944 +3%
LPAM
522
Lodestar Private Asset Management
California
$18.8M +$1.34M +4,626 +7%
WIA
523
World Investment Advisors
California
$18.7M +$4.74M +16,302 +32%
IAIM
524
Industrial Alliance Investment Management
Quebec, Canada
$18.5M -$196K -674 -1%
AGC
525
Aspen Grove Capital
Colorado
$18.5M +$1.12M +3,846 +6%

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.