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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
MNA
701
Manning & Napier Advisors
New York
$11.3M -$1.66M -5,712 -12%
Barclays
702
Barclays
United Kingdom
$11.3M -$676K -2,328 -5%
SAW
703
Signal Advisors Wealth
Michigan
$11.2M +$7.35M +25,285 +162%
SFC
704
Strategic Financial Concepts
Texas
$11.2M -$90.1K -310 -0.8%
SI
705
Stonekeep Investments
New Mexico
$11.2M +$849K +2,924 +8%
FYW
706
Future You Wealth
New York
$11.2M -$1.28M -4,405 -10%
CFG
707
Citizens Financial Group
Rhode Island
$11.2M +$294K +1,012 +3%
BFG
708
Bleakley Financial Group
New Jersey
$11.1M +$941K +3,240 +9%
TWC
709
TD Waterhouse Canada
Ontario, Canada
$11.1M +$2.06M +7,096 +21%
CANC
710
Culbertson A N & Co
Virginia
$11.1M -$192K -660 -2%
IAIM
711
International Assets Investment Management
Florida
$11.1M +$77K +265 +0.7%
SFWA
712
Summit Financial Wealth Advisors
Louisiana
$11M +$553K +1,902 +5%
AWM
713
Avior Wealth Management
Nebraska
$10.9M +$6.68K +23 +0.1%
EWM
714
Evermay Wealth Management
Virginia
$10.8M -$140K -481 -1%
SCA
715
Sandy Cove Advisors
Massachusetts
$10.8M +$77.9K +268 +0.7%
Thrivent Financial for Lutherans
716
Thrivent Financial for Lutherans
Minnesota
$10.8M -$10.3M -35,548 -49%
AFA
717
Avant Financial Advisors
Texas
$10.7M +$104K +357 +0.9%
EF
718
Empowered Funds
Pennsylvania
$10.7M +$5.64M +19,414 +99%
VM
719
VPR Management
Texas
$10.7M
GPWA
720
Great Point Wealth Advisors
Massachusetts
$10.6M -$361K -1,241 -3%
TT
721
TI-Trust
Illinois
$10.6M +$221K +760 +2%
IF
722
IRON Financial
Illinois
$10.5M -$75.5K -260 -0.7%
IAA
723
Independent Advisor Alliance
North Carolina
$10.4M -$26.4M -90,982 -71%
CGPCS
724
Capital Group Private Client Services
California
$10.3M +$558K +1,920 +5%
LF
725
Lantz Financial
Illinois
$10.3M +$179K +615 +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.