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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
KWM
1101
Kaydan Wealth Management
Michigan
$4.51M -$112K -386 -2%
SFP
1102
Strategic Financial Planning
Texas
$4.49M -$18.9K -65 -0.4%
LG
1103
LAM Group
Oregon
$4.45M -$16K -55 -0.3%
SCM
1104
Sterling Capital Management
North Carolina
$4.45M -$15.7K -54 -0.3%
MG
1105
Marex Group
$4.44M -$9.59K -33 -0.2%
SF
1106
Safeguard Financial
Wisconsin
$4.43M -$123K -425 -3%
RWM
1107
Rockwood Wealth Management
Pennsylvania
$4.42M -$631K -2,172 -12%
SBIA
1108
Sheaff Brock Investment Advisors
Indiana
$4.42M -$60.7K -209 -1%
VFG
1109
Valley Financial Group
Pennsylvania
$4.42M -$329K -1,134 -7%
SIM
1110
Studio Investment Management
Illinois
$4.41M -$125K -431 -3%
UBV
1111
United Bank (Virginia)
Virginia
$4.4M
GWM
1112
Gitterman Wealth Management
New Jersey
$4.4M +$1.41M +4,859 +44%
AWMM
1113
Aegis Wealth Management (Maryland)
Maryland
$4.39M +$953K +3,279 +26%
IF
1114
Intrua Financial
Texas
$4.35M -$12.5K -43 -0.3%
QHA
1115
Quarry Hill Advisors
Minnesota
$4.34M -$53.2K -183 -1%
WT
1116
Whittier Trust
California
$4.34M +$49.7K +171 +1%
FA
1117
Flagstar Advisors
New York
$4.33M -$615K -2,117 -12%
RLWM
1118
RF&L Wealth Management
Massachusetts
$4.33M +$4.65K +16 +0.1%
HT
1119
Headlands Technologies
Illinois
$4.31M +$726K +2,498 +19%
HDIM
1120
Hanson & Doremus Investment Management
Vermont
$4.3M +$573K +1,973 +14%
VBWMG
1121
Von Berge Wealth Management Group
California
$4.29M +$183K +631 +4%
GF
1122
Gries Financial
Ohio
$4.29M -$23K -79 -0.5%
FHC
1123
Fort Henry Capital
West Virginia
$4.28M +$690K +2,374 +18%
CHC
1124
City Holding Co
West Virginia
$4.27M +$727K +2,501 +19%
BFA
1125
Bluestem Financial Advisors
Illinois
$4.27M -$9.3K -32 -0.2%

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.