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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
BWL
126
Beacon Wealthcare LLC
North Carolina
$127M +$1.86M +6,393 +1%
BIAS
127
Beacon Investment Advisory Services
New Jersey
$127M +$2.64M +9,070 +2%
TCM
128
Towneley Capital Management
California
$126M +$6.28M +21,632 +5%
WVUF
129
West Virginia University Foundation
West Virginia
$126M +$5.1M +17,562 +4%
CA
130
CoreCap Advisors
Michigan
$122M +$476K +1,637 +0.4%
AA
131
ALPS Advisors
Colorado
$122M +$861K +2,965 +0.7%
OPWM
132
Oakwell Private Wealth Management
Texas
$121M +$5.76M +19,834 +5%
MML Investors Services
133
MML Investors Services
Massachusetts
$121M +$27K +93 +0%
TWM
134
Topsail Wealth Management
North Carolina
$120M +$3.95M +13,591 +3%
WSFS
135
Wilmington Savings Fund Society
Delaware
$119M +$857K +2,951 +0.7%
DPI
136
Diversified Portfolios Inc
Michigan
$119M +$5.13M +17,660 +4%
FNBTCON
137
First National Bank & Trust Co of Newtown
Pennsylvania
$118M +$990K +3,406 +0.8%
FPAS
138
Focus Partners Advisor Solutions
Missouri
$117M +$30.4M +104,584 +33%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$114M +$21.9M +75,393 +22%
SEI Investments
140
SEI Investments
Pennsylvania
$114M +$121M +416,422 New
LI
141
LHM Inc
Utah
$114M -$2.1M -7,213 -2%
TLIC
142
Taiyo Life Insurance Company
Japan
$113M
EPM
143
Elm Partners Management
Pennsylvania
$111M -$143M -491,292 -55%
SMA
144
Sage Mountain Advisors
Georgia
$109M +$5.77M +19,867 +5%
Lido Advisors
145
Lido Advisors
California
$108M -$3.05M -10,491 -3%
GEM
146
Global Endowment Management
North Carolina
$108M +$15.6M +53,550 +16%
AC
147
Apella Capital
Connecticut
$106M +$18.6M +64,025 +19%
RBC
148
Roble Belko & Company
Pennsylvania
$106M +$331K +1,138 +0.3%
AAG
149
Avalon Advisory Group
Pennsylvania
$104M -$3.34M -11,492 -3%
ASW
150
Astoria Strategic Wealth
Texas
$104M +$2.03M +6,985 +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.