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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
SFG
1051
Sage Financial Group
Pennsylvania
$5.05M -$186K -641 -3%
BCM
1052
BTC Capital Management
Iowa
$5.05M +$5.34M +18,383 New
WFA
1053
West Financial Advisors
Iowa
$5.03M -$97.6K -336 -2%
CAG
1054
Crestwood Advisors Group
Massachusetts
$5.02M +$139K +477 +3%
EWM
1055
Evercore Wealth Management
New York
$5.01M
IA
1056
Integrity Alliance
Iowa
$5.01M +$3.89M +13,383 +275%
ECM
1057
Evergreen Capital Management
Washington
$4.99M -$291 -1 -0%
SPWG
1058
Syntegra Private Wealth Group
Missouri
$4.96M +$5.23K +18 +0.1%
RA
1059
Rockingstone Advisors
Massachusetts
$4.95M -$38.3K -132 -0.7%
RCA
1060
Riverview Capital Advisers
Massachusetts
$4.93M +$71.8K +247 +1%
FFS
1061
Founders Financial Securities
Maryland
$4.92M -$277K -954 -5%
QCM
1062
QRG Capital Management
Illinois
$4.91M -$219K -753 -4%
WI
1063
WBI Investments
New Jersey
$4.9M +$155K +535 +3%
PA
1064
Perennial Advisors
New York
$4.89M +$558K +1,922 +12%
FPW
1065
Flagship Private Wealth
Massachusetts
$4.88M +$51.7K +178 +1%
MFT
1066
Moisand Fitzgerald Tamayo
Florida
$4.88M -$121K -417 -2%
CF
1067
Copperwynd Financial
Arizona
$4.88M -$114K -394 -2%
CAG
1068
Csenge Advisory Group
Florida
$4.87M +$770K +2,652 +16%
BWL
1069
Bogart Wealth LLC
Virginia
$4.86M -$654K -2,252 -11%
CLP
1070
Charis Legacy Partners
Texas
$4.85M +$143K +491 +3%
SF
1071
Synovus Financial
Georgia
$4.84M +$419K +1,441 +9%
HCM
1072
Howland Capital Management
Massachusetts
$4.81M -$55.8K -192 -1%
LA
1073
Lakeside Advisors
Washington
$4.8M
FWP
1074
FAS Wealth Partners
Kansas
$4.79M -$53.7K -185 -1%
BCM
1075
BluePointe Capital Management
California
$4.78M +$372K +1,281 +8%

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.