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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
CAL
801
Capital Analysts LLC
Pennsylvania
$8.79M +$2.63M +9,062 +40%
SC
802
Sapient Capital
Indiana
$8.78M +$250K +861 +3%
VCAM
803
Van Cleef Asset Management
Ohio
$8.74M -$1.09M -3,754 -11%
RI
804
Rinkey Investments
California
$8.69M -$847K -2,915 -8%
DDPIC
805
Deroy & Devereaux Private Investment Counsel
Michigan
$8.64M -$2.99M -10,295 -25%
NOI
806
Newton One Investments
Delaware
$8.62M +$346K +1,190 +4%
WS
807
Wedbush Securities
California
$8.61M -$44.5K -153 -0.5%
Allianz Asset Management
808
Allianz Asset Management
Germany
$8.57M -$13.5M -46,600 -60%
LFAS
809
Level Four Advisory Services
Texas
$8.53M -$203K -700 -2%
SWA
810
Sax Wealth Advisors
New Jersey
$8.43M +$954K +3,284 +12%
PAMG
811
Patton Albertson Miller Group
Tennessee
$8.43M -$98.5K -339 -1%
TA
812
TPG Advisors
Illinois
$8.42M +$52.6K +181 +0.6%
CWA
813
Consilium Wealth Advisory
Texas
$8.4M +$837K +2,882 +10%
GLA
814
Good Life Advisors
Pennsylvania
$8.38M +$511K +1,759 +6%
IF
815
Ironwood Financial
Arizona
$8.38M +$36K +124 +0.4%
CWP
816
Cyndeo Wealth Partners
Florida
$8.38M -$1.3M -4,483 -13%
RRCM
817
Rappaport Reiches Capital Management
Illinois
$8.36M -$137K -471 -2%
BFG
818
Bouchey Financial Group
New York
$8.36M -$266K -917 -3%
FFP
819
Forbes Financial Planning
Rhode Island
$8.36M -$135K -466 -2%
DC
820
Davenport & Co
Virginia
$8.31M +$16.3K +56 +0.2%
BBPWM
821
Blue Bell Private Wealth Management
Pennsylvania
$8.23M -$25.6K -88 -0.3%
TCA
822
Transcend Capital Advisors
New Jersey
$8.22M +$736K +2,533 +9%
UF
823
Univest Financial
Pennsylvania
$8.21M +$561K +1,930 +7%
FWCM
824
Ferguson Wellman Capital Management
Oregon
$8.21M +$98.5K +339 +1%
CTA
825
Chesley Taft & Associates
Illinois
$8.19M -$23.5K -81 -0.3%

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.