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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
AMM
776
American Money Management
California
$9.1M +$124K +426 +1%
SOAG
777
Silver Oak Advisory Group
Oregon
$9.1M +$22.7K +78 +0.2%
EFS
778
Essex Financial Services
Connecticut
$9.09M +$4.07K +14 +0%
RZH
779
Relyea Zuckerberg Hanson
Connecticut
$9.07M -$37.5K -129 -0.4%
SRC
780
Shufro Rose & Co
New York
$9.07M +$119K +410 +1%
SC
781
Steph & Co
Wisconsin
$9.05M -$821K -2,825 -8%
PFA
782
Professional Financial Advisors
Nebraska
$9.04M -$329K -1,133 -3%
PFGIA
783
Patriot Financial Group Insurance Agency
Massachusetts
$9.01M -$286K -985 -3%
GLR
784
Great Lakes Retirement
Ohio
$9M +$324K +1,115 +4%
RIA
785
Regal Investment Advisors
Michigan
$8.99M +$558K +1,919 +6%
FFA
786
Frazier Financial Advisors
Ohio
$8.99M +$154K +530 +2%
ODIJL
787
One Day In July LLC
Vermont
$8.96M +$521K +1,794 +6%
LSA
788
Lansing Street Advisors
Pennsylvania
$8.94M +$1.16M +3,984 +14%
Koshinski Asset Management
789
Koshinski Asset Management
Illinois
$8.93M -$702K -2,416 -7%
FA
790
Financial Alternatives
California
$8.92M +$353K +1,214 +4%
SG
791
Sharper & Granite
California
$8.92M +$673K +2,315 +8%
BFG
792
Beacon Financial Group
Texas
$8.91M -$158K -544 -2%
IA
793
IFC Advisors
California
$8.91M
ACA
794
Atlas Capital Advisors
Wyoming
$8.88M -$920K -3,166 -9%
ARC
795
Advisor Resource Council
Texas
$8.85M +$8.37M +28,811 +527%
FFN
796
Focus Financial Network
Minnesota
$8.83M +$842K +2,899 +10%
EB
797
Emprise Bank
Kansas
$8.81M +$166K +571 +2%
QCG
798
Quadrant Capital Group
Ohio
$8.79M -$86.3K -297 -0.9%
DAS
799
Diversify Advisory Services
Utah
$8.79M +$1.12M +3,856 +14%
CFA
800
CWS Financial Advisors
Michigan
$8.79M +$534K +1,837 +6%

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.