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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
CA
1126
Crewe Advisors
Utah
$4.27M -$1.16K -4 -0%
FPWM
1127
Five Pine Wealth Management
Idaho
$4.26M +$354K +1,219 +9%
JWM
1128
JFG Wealth Management
Colorado
$4.25M +$549K +1,889 +14%
XPN
1129
XY Planning Network
Montana
$4.24M +$3.16M +10,874 +239%
PWP
1130
Private Wealth Partners
California
$4.23M -$14.5K -50 -0.3%
LFA
1131
Legacy Financial Advisors
Kentucky
$4.2M +$619K +2,129 +16%
FNA
1132
First National Advisers
Nebraska
$4.2M -$185K -636 -4%
JJBC
1133
James J. Burns & Company
New York
$4.2M +$231K +796 +5%
CWA
1134
CogentBlue Wealth Advisors
Tennessee
$4.19M +$132K +456 +3%
TIP
1135
Tandem Investment Partners
New Jersey
$4.18M -$56.4K -194 -1%
BFA
1136
Bright Financial Advisors
Michigan
$4.18M -$78.2K -269 -2%
PAS
1137
PKS Advisory Services
New York
$4.15M +$64.8K +223 +1%
WCM
1138
WealthBridge Capital Management
Ohio
$4.15M -$236K -814 -5%
GL
1139
Gerber LLC
Ohio
$4.14M +$153K +527 +4%
AWM
1140
Arista Wealth Management
Nevada
$4.14M +$581 +2 +0%
BTW
1141
Boston Trust Walden
Massachusetts
$4.12M -$4.36K -15 -0.1%
FWM
1142
Fingerlakes Wealth Management
New York
$4.11M -$31.4K -108 -0.7%
PAM
1143
Palisade Asset Management
Minnesota
$4.1M -$132K -453 -3%
RIL
1144
Rothschild Investment LLC
Illinois
$4.09M +$543K +1,868 +14%
IGGA
1145
Iron Gate Global Advisors
Utah
$4.09M -$291 -1 -0%
MMPW
1146
Mitchell McLeod Pugh & Williams
Alabama
$4.09M +$87.4K +301 +2%
AIA
1147
Allied Investment Advisors
Montana
$4.08M +$4.32M +14,854 New
NF
1148
NavPoint Financial
Minnesota
$4.08M +$140K +483 +3%
SWM
1149
Shakespeare Wealth Management
Wisconsin
$4.08M -$10.2K -35 -0.2%
FNBOO
1150
First National Bank of Omaha
Nebraska
$4.08M -$245K -842 -5%

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.