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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
PNC
651
Park National Corp
Ohio
$13.1M +$98.2K +338 +0.7%
CW
652
CreativeOne Wealth
Kansas
$13M +$887K +3,052 +7%
HIA
653
Harbor Investment Advisory
Maryland
$13M +$538K +1,852 +4%
SWA
654
Stratos Wealth Advisors
Ohio
$13M -$4.47M -15,371 -25%
IAN
655
Integrated Advisors Network
Texas
$13M -$133K -458 -1%
SPC
656
Sigma Planning Corp
Michigan
$13M +$317K +1,092 +2%
KA
657
Klingman & Associates
New York
$12.9M +$12.8K +44 +0.1%
OCM
658
One Capital Management
California
$12.8M +$255K +876 +2%
VWA
659
VSM Wealth Advisory
Maryland
$12.8M +$237K +815 +2%
BFA
660
Benningfield Financial Advisors
California
$12.8M -$135K -464 -1%
BCM
661
Basso Capital Management
Connecticut
$12.7M +$2.39M +8,210 +22%
APW
662
Atlantic Private Wealth
North Carolina
$12.6M -$579K -1,994 -4%
CIC
663
Chilton Investment Company
Connecticut
$12.5M
AMG
664
Asset Management Group
Connecticut
$12.3M +$291 +1 +0%
IIM
665
Ironwood Investment Management
Massachusetts
$12.3M +$4.94K +17 +0%
LFA
666
LifeGuide Financial Advisors
Pennsylvania
$12.3M +$126K +434 +1%
NCM
667
Northland Capital Management
Minnesota
$12.2M +$32K +110 +0.2%
AWM
668
Angeles Wealth Management
California
$12.2M -$22.7K -78 -0.2%
OC
669
Oppenheimer & Co
New York
$12.2M -$142K -489 -1%
WWM
670
Western Wealth Management
Colorado
$12.2M -$173K -595 -1%
WB
671
Webster Bank
Connecticut
$12.2M -$28.5K -98 -0.2%
BPWM
672
Badgley Phelps Wealth Managers
Washington
$12.2M -$169K -583 -1%
LIM
673
Leavell Investment Management
Alabama
$12.1M -$70.3K -242 -0.5%
SMI
674
Shelter Mutual Insurance
Missouri
$12.1M
LWM
675
Liberty Wealth Management
California
$12M +$207K +713 +2%

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.