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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
GSWA
751
Good Steward Wealth Advisors
Tennessee
$9.79M +$10.3M +35,606 New
JWM
752
JPL Wealth Management
Colorado
$9.78M +$626K +2,154 +6%
SP
753
Sequent Planning
Nebraska
$9.77M +$778K +2,677 +8%
SAM
754
Sherman Asset Management
California
$9.77M +$235K +808 +2%
EFA
755
Efficient Frontier Advisors
Connecticut
$9.74M +$175K +601 +2%
LCS
756
Levin Capital Strategies
New York
$9.73M -$923K -3,176 -8%
PTC
757
Private Trust Company
Ohio
$9.7M +$503K +1,733 +5%
SCG
758
Sonata Capital Group
Washington
$9.63M +$136K +469 +1%
SA
759
Scarborough Advisors
Maryland
$9.62M -$3.88M -13,339 -28%
VFA
760
Valeo Financial Advisors
Indiana
$9.62M +$936K +3,222 +10%
LA
761
LM Advisors
California
$9.59M -$229K -788 -2%
VCM
762
Versant Capital Management
Arizona
$9.56M +$5.52K +19 +0.1%
CC
763
Chicago Capital
Illinois
$9.53M +$5.46M +18,778 +118%
TPI
764
Trust Point Inc
Wisconsin
$9.49M +$408K +1,406 +4%
BMWS
765
Brady Martz Wealth Solutions
North Dakota
$9.41M +$9.95M +34,243 New
SFC
766
Swisher Financial Concepts
Ohio
$9.37M +$9.9M +34,081 New
PI
767
PFG Investments
New York
$9.35M -$591K -2,033 -6%
CPWM
768
Cypress Point Wealth Management
Texas
$9.34M -$79.3K -273 -0.8%
VPA
769
Vernal Point Advisors
California
$9.3M -$215K -740 -2%
FC
770
Forte Capital
New York
$9.29M -$92.4K -318 -0.9%
AB
771
Atlas Brown
Kentucky
$9.28M -$218K -750 -2%
CS
772
Capital Square
Tennessee
$9.26M +$601K +2,070 +7%
IFS
773
Intelligent Financial Strategies
Minnesota
$9.24M -$239K -821 -2%
DWM
774
Dogwood Wealth Management
Kansas
$9.24M +$279K +962 +3%
OBWG
775
Onyx Bridge Wealth Group
New York
$9.19M -$120K -413 -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.