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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
JFGIW
676
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12M -$255K -879 -2%
NIA
677
NIA Impact Advisors
California
$12M -$2.9K -10 -0%
Fayez Sarofim & Co
678
Fayez Sarofim & Co
Texas
$11.9M
FHB
679
First Hawaiian Bank
Hawaii
$11.9M -$5.62M -19,331 -31%
CP
680
Canopy Partners
Ohio
$11.9M -$447K -1,537 -3%
LGA
681
Lebenthal Global Advisors
New York
$11.9M +$6.54M +22,502 +108%
NLWP
682
Next Level Wealth Planning
Idaho
$11.9M +$541K +1,862 +4%
National Bank of Canada
683
National Bank of Canada
Quebec, Canada
$11.9M +$12.5M +42,920 +14,072%
CCA
684
Clarity Capital Advisors
Florida
$11.9M -$9.01K -31 -0.1%
GA
685
GoalVest Advisory
New York
$11.9M -$989K -3,405 -7%
FCIM
686
Fairview Capital Investment Management
California
$11.8M -$312K -1,075 -2%
BF
687
BOK Financial
Oklahoma
$11.8M -$48.8K -168 -0.4%
MWA
688
Monograph Wealth Advisors
California
$11.8M +$1.71M +5,879 +16%
HP
689
HT Partners
Connecticut
$11.7M +$422K +1,451 +4%
PJWM
690
Philip James Wealth Mangement
Georgia
$11.7M +$151K +519 +1%
BCPWM
691
Bradley & Co Private Wealth Management
Florida
$11.6M -$83.1K -286 -0.7%
TIA
692
Traphagen Investment Advisors
New Jersey
$11.6M -$104K -357 -0.8%
BFAG
693
Blackston Financial Advisory Group
Florida
$11.6M -$804K -2,769 -6%
MWM
694
Meridian Wealth Management
Kentucky
$11.5M +$2.12M +7,289 +21%
Franklin Resources
695
Franklin Resources
California
$11.5M +$1.85M +6,357 +18%
PIA
696
Perennial Investment Advisors
California
$11.5M +$61.9K +213 +0.5%
PSFG
697
Prairie Sky Financial Group
Illinois
$11.4M +$197K +678 +2%
BCM
698
Brookstone Capital Management
Illinois
$11.4M -$172K -591 -1%
ACA
699
Aptus Capital Advisors
Alabama
$11.4M -$456K -1,568 -4%
EWM
700
Evergreen Wealth Management
Michigan
$11.3M +$1.58M +5,434 +15%

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.