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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
RFG
1351
RFP Financial Group
Georgia
$3M +$20.3K +70 +0.6%
RB
1352
Renasant Bank
Mississippi
$3M -$25K -86 -0.8%
HFS
1353
Howard Financial Services
Texas
$2.99M +$10.2K +35 +0.3%
FA
1354
FF Advisors
California
$2.99M +$53.7K +185 +2%
WP
1355
Westmount Partners
California
$2.99M -$9.59K -33 -0.3%
VFA
1356
Voya Financial Advisors
Connecticut
$2.98M +$315K +1,083 +11%
CP
1357
Creekside Partners
California
$2.98M +$2.32K +8 +0.1%
TWP
1358
Tyche Wealth Partners
Texas
$2.98M +$328K +1,128 +12%
LAM
1359
Lakewood Asset Management
Illinois
$2.97M -$537K -1,847 -15%
GBT
1360
Grove Bank & Trust
Florida
$2.96M +$1.8M +6,188 +135%
APP
1361
Avantax Planning Partners
Iowa
$2.95M +$12.5K +43 +0.4%
PWH
1362
Priebe Wealth Holdings
Minnesota
$2.95M -$582K -2,003 -16%
BBA
1363
BLB&B Advisors
Pennsylvania
$2.95M -$13.1K -45 -0.4%
KJWM
1364
Kiley Juergens Wealth Management
Washington
$2.94M +$84.5K +291 +3%
WC
1365
Waterloo Capital
Texas
$2.93M -$702K -2,418 -19%
BTIM
1366
BancFirst Trust & Investment Management
Oklahoma
$2.92M -$1.28M -4,414 -29%
LWM
1367
Lodestone Wealth Management
Washington
$2.92M +$6.68K +23 +0.2%
BWA
1368
Beam Wealth Advisors
Louisiana
$2.9M -$14.8K -51 -0.5%
SIA
1369
Soltis Investment Advisors
Utah
$2.89M -$1.03M -3,534 -25%
LKWM
1370
Lee-Kelleher Wealth Management
Maryland
$2.89M
CP
1371
Clarendon Private
Massachusetts
$2.88M +$1.06M +3,633 +53%
AFA
1372
Arlington Financial Advisors
California
$2.88M +$3.05M +10,485 New
CWM
1373
Centricity Wealth Management
Ohio
$2.87M +$29.3K +101 +1%
PGAM
1374
Princeton Global Asset Management
New Jersey
$2.86M -$59.3K -204 -2%
SFP
1375
Strategic Financial Partners
Oregon
$2.86M -$136K -467 -4%

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.