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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
VAG
851
Vannoy Advisory Group
Texas
$7.8M +$65.1K +224 +0.8%
CFO
852
CVA Family Office
Colorado
$7.76M +$403K +1,388 +5%
RGC
853
Roberts, Glore & Co
Illinois
$7.75M -$417K -1,434 -5%
KWM
854
Kingsview Wealth Management
Oregon
$7.69M +$589K +2,028 +8%
LPP
855
Life Planning Partners
Florida
$7.68M +$284K +979 +4%
HFA
856
Highland Financial Advisors
New Jersey
$7.66M +$701K +2,412 +9%
PFM
857
Phillips Financial Management
Indiana
$7.66M -$61K -210 -0.7%
VCM
858
Vivaldi Capital Management
Illinois
$7.59M +$9.01K +31 +0.1%
Qube Research & Technologies (QRT)
859
Qube Research & Technologies (QRT)
United Kingdom
$7.58M +$4.75M +16,339 +145%
CFGF
860
Compass Financial Group (Florida)
Florida
$7.51M +$113K +389 +1%
SIMC
861
Squire Investment Management Company
Utah
$7.5M +$2.16M +7,442 +38%
WMA
862
Wealth Management Associates
New Jersey
$7.46M +$236K +812 +3%
AI
863
Accredited Investors
Minnesota
$7.43M -$167K -574 -2%
LWMT
864
Legacy Wealth Management (Tennessee)
Tennessee
$7.42M -$190K -655 -2%
BCG
865
BayBridge Capital Group
California
$7.34M +$1.41M +4,853 +22%
LJHT
866
Laurie J. Hall Trustee
$7.33M -$2.06M -7,100 -21%
KA
867
Kovack Advisors
Florida
$7.31M -$1.4M -4,834 -15%
GIA
868
Guyasuta Investment Advisors
Pennsylvania
$7.3M +$19.8K +68 +0.3%
SI
869
Saxon Interests
Texas
$7.29M -$11.9K -41 -0.2%
TC
870
Trust Company
Kansas
$7.27M +$8.43K +29 +0.1%
EWM
871
Endowment Wealth Management
Wisconsin
$7.25M +$259K +893 +4%
CG
872
CFO4Life Group
Texas
$7.25M +$8.43K +29 +0.1%
NWM
873
NRI Wealth Management
California
$7.24M -$2.21M -7,620 -22%
NAS
874
NWF Advisory Services
California
$7.24M +$83.7K +288 +1%
AIA
875
AssuredPartners Investment Advisors
Florida
$7.22M +$2.73M +9,381 +56%

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.