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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
AFP
976
Ausdal Financial Partners
Iowa
$5.72M +$1M +3,449 +20%
RW
977
RVW Wealth
California
$5.71M -$424K -1,459 -7%
ET
978
Equitable Trust
Tennessee
$5.69M -$26.1K -90 -0.4%
MSS
979
Mitchell Sinkler & Starr
Pennsylvania
$5.69M +$74.4K +256 +1%
LWCFA
980
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.69M -$617K -2,124 -9%
AF
981
Apollon Financial
South Carolina
$5.69M +$5.34M +18,368 +787%
GA
982
Greenspring Advisors
Maryland
$5.68M -$285K -980 -5%
PCA
983
Pallas Capital Advisors
Massachusetts
$5.68M +$3.91M +13,455 +186%
CIA
984
Capital Investment Advisors
Georgia
$5.68M -$1.17M -4,038 -16%
MPWT
985
MassMutual Private Wealth & Trust
Connecticut
$5.67M -$1.12M -3,843 -16%
PA
986
Parkside Advisors
California
$5.66M -$61K -210 -1%
FFM
987
Forum Financial Management
Illinois
$5.65M -$211K -726 -3%
ST
988
Sabal Trust
Florida
$5.64M -$29.1K -100 -0.5%
KWA
989
Kingswood Wealth Advisors
California
$5.63M -$3.73M -12,852 -39%
MSAM
990
Moloney Securities Asset Management
Missouri
$5.63M +$658K +2,265 +12%
TF
991
Trek Financial
Arizona
$5.63M -$2.39M -8,222 -29%
RLIM
992
Red Lighthouse Investment Management
New York
$5.63M +$4.89M +16,840 +350%
GAMC
993
Garner Asset Management Corp
Texas
$5.59M +$5.91M +20,352 New
TWM
994
Trevian Wealth Management
Massachusetts
$5.59M +$53.5K +184 +0.9%
MWA
995
Midland Wealth Advisors
Illinois
$5.58M +$83.7K +288 +1%
RWRC
996
R.W. Roge & Company
New York
$5.58M -$263K -906 -4%
BDF
997
Black Diamond Financial
Maryland
$5.57M +$203K +700 +4%
SIM
998
Stratos Investment Management
Ohio
$5.56M +$2.92M +10,034 +98%
PGF
999
Plan Group Financial
Oklahoma
$5.56M +$312K +1,075 +6%
SSW
1000
Stone Summit Wealth
Florida
$5.56M +$326K +1,121 +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.