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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
BA
726
Bristlecone Advisors
Washington
$10.3M -$1.91M -6,571 -15%
CA
727
Cambridge Advisors
Nebraska
$10.3M +$291 +1 +0%
WPW
728
Waldron Private Wealth
Pennsylvania
$10.3M +$2.28M +7,860 +27%
CI
729
CX Institutional
Indiana
$10.3M +$4.4M +15,129 +68%
SW
730
SteelPeak Wealth
California
$10.2M -$64.1M -220,624 -86%
TFA
731
Trinity Financial Advisors
Ohio
$10.2M -$129K -443 -1%
TIM
732
Tortoise Investment Management
New York
$10.2M -$142K -490 -1%
PTC
733
Philadelphia Trust Company
Pennsylvania
$10.1M
FNFDCM
734
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$10.1M -$676K -2,326 -6%
GWS
735
Glassman Wealth Services
Virginia
$10.1M +$1.07M +3,678 +11%
ACIM
736
Azimuth Capital Investment Management
Michigan
$10.1M -$32K -110 -0.3%
DWA
737
Delap Wealth Advisory
Oregon
$10.1M +$6.16M +21,217 +137%
CWM
738
Cahill Wealth Management
Michigan
$10M -$30.2K -104 -0.3%
WAAG
739
Wealth Alliance Advisory Group
Kansas
$9.99M +$836K +2,879 +9%
SAI
740
Savvy Advisors Inc
New York
$9.98M +$63.3K +218 +0.6%
SEIA
741
Signature Estate & Investment Advisors
California
$9.97M -$596K -2,050 -5%
PCIG
742
Partners Capital Investment Group
Massachusetts
$9.95M +$5.3M +18,231 +101%
FA
743
Fiducient Advisors
Illinois
$9.94M +$2.35M +8,096 +29%
CWS
744
Confluence Wealth Services
Pennsylvania
$9.93M +$9.46M +32,563 +633%
PIFP
745
Partners in Financial Planning
Virginia
$9.93M +$45.9K +158 +0.4%
MA
746
Modus Advisors
Minnesota
$9.93M -$117K -403 -1%
CHJWM
747
Carlton Hofferkamp & Jenks Wealth Management
Texas
$9.92M +$89.2K +307 +0.8%
NC
748
NovaPoint Capital
Georgia
$9.88M -$3.79M -13,059 -27%
AWM
749
AE Wealth Management
Kansas
$9.88M -$536K -1,846 -5%
HCMT
750
Highland Capital Management (Tennessee)
Tennessee
$9.87M +$106K +364 +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.