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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
MLL
1076
Moody Lynn & Lieberson
Massachusetts
$4.78M +$80.5K +277 +2%
MCM
1077
Manchester Capital Management
Vermont
$4.78M -$117K -403 -2%
Luther King Capital Management (LKCM)
1078
Luther King Capital Management (LKCM)
Texas
$4.78M
LIG
1079
Lokken Investment Group
Delaware
$4.76M -$61.9K -213 -1%
RCA
1080
Resonant Capital Advisors
Wisconsin
$4.73M -$142K -488 -3%
VIP
1081
Viewpoint Investment Partners
Alberta, Canada
$4.73M +$5M +17,200 New
SP
1082
Successful Portfolios
Florida
$4.7M +$11.3K +39 +0.2%
CFC
1083
Coyle Financial Counsel
Illinois
$4.69M +$56.4K +194 +1%
KF
1084
Krilogy Financial
Missouri
$4.68M +$142K +490 +3%
CA
1085
Claro Advisors
Massachusetts
$4.66M +$78.2K +269 +2%
MPM
1086
Meritage Portfolio Management
Kansas
$4.66M +$698K +2,401 +17%
DBRC
1087
D.B. Root & Company
Pennsylvania
$4.63M +$70.6K +243 +1%
KCM
1088
Kathmere Capital Management
Pennsylvania
$4.63M +$166K +570 +4%
CAWM
1089
Capital Advisors Wealth Management
Washington
$4.63M +$300K +1,031 +7%
IAS
1090
Insigneo Advisory Services
Florida
$4.63M -$16K -55 -0.3%
SG
1091
Strid Group
Pennsylvania
$4.61M -$46.2K -159 -0.9%
JSW
1092
Journey Strategic Wealth
New Jersey
$4.6M -$381K -1,310 -7%
MAM
1093
McLean Asset Management
Virginia
$4.6M +$1.02M +3,519 +23%
CS
1094
Cannell & Spears
New York
$4.58M -$13.4K -46 -0.3%
PFG
1095
Prospect Financial Group
Virginia
$4.57M -$90.9K -313 -2%
KBFS
1096
Kohmann Bosshard Financial Services
Ohio
$4.57M +$86K +296 +2%
SWM
1097
SeaCrest Wealth Management
New York
$4.57M +$159K +546 +3%
TFM
1098
Trademark Financial Management
Minnesota
$4.55M +$177K +610 +4%
AWA
1099
Arete Wealth Advisors
Illinois
$4.54M +$360K +1,240 +8%
TW
1100
Traveka Wealth
California
$4.53M +$130K +446 +3%

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.