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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
GIA
826
Gladstone Institutional Advisory
Florida
$8.19M +$1.28M +4,417 +17%
AA
827
Ancora Advisors
Ohio
$8.14M +$133K +459 +2%
RPGK
828
Retirement Planning Group (Kansas)
Kansas
$8.12M +$760K +2,616 +10%
SRC
829
Sage Rhino Capital
California
$8.07M +$121K +418 +1%
GWMR
830
GC Wealth Management RIA
Massachusetts
$8.06M +$265K +913 +3%
HA
831
Harfst & Associates
Wyoming
$8.06M -$109K -375 -1%
PA
832
Procyon Advisors
Connecticut
$8.06M +$446K +1,534 +6%
SAM
833
Synergy Asset Management
Washington
$8.04M -$6.7M -23,077 -44%
SIA
834
Schechter Investment Advisors
Michigan
$8.04M +$1.44M +4,968 +20%
WCG
835
Weaver Consulting Group
California
$8.04M -$119K -409 -1%
FWM
836
FFT Wealth Management
Pennsylvania
$8.03M -$2.11M -7,274 -20%
CIC
837
Carnegie Investment Counsel
Ohio
$8.01M +$380K +1,307 +4%
GFG
838
Greenbush Financial Group
New York
$8M +$705K +2,427 +9%
WE
839
Wealth Effects
Massachusetts
$7.98M -$10.2K -35 -0.1%
SFG
840
SNS Financial Group
Minnesota
$7.98M -$519K -1,788 -6%
CWC
841
Carolinas Wealth Consulting
North Carolina
$7.98M -$637K -2,192 -7%
SIA
842
Sovereign Investment Advisors
Arizona
$7.94M -$79.3K -273 -0.9%
PI
843
Pachira Investments
California
$7.94M +$183K +629 +2%
BFS
844
Bradley Foster & Sargent
Connecticut
$7.92M -$78.4K -270 -0.9%
SFM
845
Signet Financial Management
New Jersey
$7.9M -$860K -2,960 -9%
S
846
Sunpointe
Missouri
$7.9M +$730K +2,513 +10%
1WM
847
1900 Wealth Management
Texas
$7.88M -$1.28M -4,410 -13%
Mackenzie Financial
848
Mackenzie Financial
Ontario, Canada
$7.84M +$1.3M +4,470 +19%
ADL
849
Asset Dedication LLC
California
$7.82M +$217K +746 +3%
GLLW
850
Graves Light Lenhart Wealth
Virginia
$7.8M +$28.8K +99 +0.4%

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.