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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
OFG
76
Oxford Financial Group
Indiana
$222M +$23M +79,300 +11%
IL
77
Investure LLC
Virginia
$217M +$3.23M +11,105 +1%
HR
78
Hardy Reed
Mississippi
$213M +$6.65M +22,878 +3%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$209M +$21M +72,137 +11%
NEWAS
80
N.E.W. Advisory Services
Wisconsin
$207M +$41.5M +142,913 +23%
TI
81
Tidal Investments
Wisconsin
$204M +$13.4M +46,076 +7%
VFP
82
Verus Financial Partners
Virginia
$197M +$2.39M +8,211 +1%
CW
83
Cabot-Wellington
Massachusetts
$192M -$1.9M -6,543 -0.9%
Stifel Financial
84
Stifel Financial
Missouri
$189M +$1.81M +6,223 +0.9%
Truist Financial
85
Truist Financial
North Carolina
$188M +$15.2M +52,458 +8%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$186M +$21.8M +75,087 +12%
IC
87
IEQ Capital
California
$186M +$113M +390,339 +137%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$183M +$18.4M +63,334 +11%
Two Sigma Investments
89
Two Sigma Investments
New York
$182M -$23.4M -80,523 -11%
R
90
Rebalance
California
$181M +$3.34M +11,505 +2%
AM
91
AGF Management
Ontario, Canada
$176M +$188K +646 +0.1%
SS
92
SBI Securities
Japan
$176M -$2.05M -7,045 -1%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$175M -$95.2M -327,579 -34%
BSWM
94
Boston Standard Wealth Management
Massachusetts
$172M -$5.72M -19,694 -3%
PPFA
95
Provida Pension Fund Administrator
Chile
$169M -$133M -457,479 -43%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$169M +$6.45M +22,217 +4%
AQR Capital Management
97
AQR Capital Management
Connecticut
$168M +$44.6M +153,676 +34%
AIM
98
Allen Investment Management
New York
$166M -$86.6K -298 -0%
TC
99
Trilogy Capital
California
$166M +$124M +426,859 +239%
PL
100
Plancorp LLC
Missouri
$163M +$24.7M +85,007 +17%

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.