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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
TIM
1426
Thompson Investment Management
Wisconsin
$2.63M +$45.6K +157 +2%
ACP
1427
Aviance Capital Partners
Florida
$2.61M +$8.13K +28 +0.3%
CFP
1428
Catalyst Financial Partners
Massachusetts
$2.6M -$148K -511 -5%
TWM
1429
TriaGen Wealth Management
California
$2.59M -$24.4K -84 -0.9%
STB
1430
S&T Bank
Pennsylvania
$2.58M
GA
1431
Goldstein Advisors
Wisconsin
$2.58M +$1.99M +6,845 +270%
GJIA
1432
Glass Jacobson Investment Advisors
Maryland
$2.58M
FMII
1433
Farmers & Merchants Investments Inc
Nebraska
$2.57M -$29.9K -103 -1%
ACI
1434
Alpha Cubed Investments
California
$2.56M +$182K +627 +7%
IAS
1435
Investment Advisory Services
Texas
$2.56M +$53.5K +184 +2%
IFA
1436
Independence Financial Advisors
New Hampshire
$2.56M +$2.7M +9,298 New
BAM
1437
BOS Asset Management
Illinois
$2.55M -$274K -942 -9%
CIS
1438
Continental Investors Services
Washington
$2.54M -$267K -920 -9%
GI
1439
Gradient Investments
Minnesota
$2.54M +$1.74K +6 +0.1%
VWA
1440
Visionary Wealth Advisors
Illinois
$2.54M +$85.1K +293 +3%
ECM
1441
Exchange Capital Management
Michigan
$2.52M -$75K -258 -3%
MBI
1442
May Barnhard Investments
Maryland
$2.52M +$8.13K +28 +0.3%
JGIA
1443
Jackson Grant Investment Advisers
Connecticut
$2.52M -$166K -572 -6%
AWA
1444
Acorn Wealth Advisors
Michigan
$2.52M +$131K +451 +5%
SGI
1445
Summit Global Investments
Utah
$2.52M -$10.5K -36 -0.4%
ALA
1446
Atlas Legacy Advisors
California
$2.51M -$9.19M -31,632 -78%
FOFP
1447
Fee-Only Financial Planning
South Carolina
$2.51M -$105K -361 -4%
AOWM
1448
Alpha Omega Wealth Management
Virginia
$2.5M -$183K -629 -6%
AWE
1449
Avidian Wealth Enterprises
Texas
$2.5M +$626K +2,154 +31%
LWL
1450
Leo Wealth LLC
Texas
$2.5M -$199K -684 -7%

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.