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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
CWM
526
Congress Wealth Management
Massachusetts
$18.4M +$1.69M +5,814 +10%
SQA
527
Simon Quick Advisors
New Jersey
$18.3M -$253K -872 -1%
5SA
528
5th Street Advisors
Connecticut
$18.2M +$1.65M +5,672 +9%
CCA
529
Cypress Capital Advisors
Tennessee
$18.1M +$3.73M +12,854 +24%
AI
530
ArchPoint Investors
Florida
$18.1M
CA
531
Cresta Advisors
Texas
$18M +$2.47M +8,513 +15%
FCH
532
Freestone Capital Holdings
Washington
$18M -$264K -907 -1%
SP
533
Symmetry Partners
Connecticut
$17.9M -$3.15M -10,829 -14%
IAA
534
Ironsides Asset Advisors
North Carolina
$17.7M +$5.57M +19,165 +42%
GT
535
Greenleaf Trust
Michigan
$17.6M +$13.4K +46 +0.1%
S
536
SignatureFD
Georgia
$17.4M +$139K +479 +0.8%
IWM
537
IHT Wealth Management
Illinois
$17.4M +$7.19M +24,747 +41%
PGWM
538
Parisi Gray Wealth Management
New Jersey
$17.4M +$142K +490 +0.8%
SRB
539
Shotwell Rutter Baer
Michigan
$17.3M +$53.7K +185 +0.3%
FNBT
540
FineMark National Bank & Trust
Florida
$17.3M +$189K +652 +1%
IBOK
541
Independence Bank of Kentucky
Kentucky
$17.3M
DWT
542
Dorsey & Whitney Trust
South Dakota
$17.2M +$1.03M +3,560 +6%
MAM
543
Mullooly Asset Management
New Jersey
$17.2M +$18.2M +62,659 New
EWM
544
Empirical Wealth Management
Washington
$17.2M +$2.42M +8,342 +15%
BEI
545
Benjamin Edwards Inc
Missouri
$17.2M -$97.6K -336 -0.5%
CFO
546
Callan Family Office
Pennsylvania
$17.1M +$754K +2,597 +4%
DF
547
Define Financial
California
$17.1M +$716K +2,463 +4%
CWG
548
Cornerstone Wealth Group
North Carolina
$17.1M +$43.3K +149 +0.2%
SJL
549
Shayne & Jacobs LLC
Tennessee
$17M -$2.68M -9,220 -13%
CWD
550
Clarity Wealth Development
Oregon
$17M +$186K +640 +1%

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.