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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
OWMIAS
1476
One Wealth Management Investment & Advisory Services
Florida
$2.39M +$1.91M +6,581 +310%
Sumitomo Mitsui Trust Group
1477
Sumitomo Mitsui Trust Group
Japan
$2.39M
SIS
1478
Sound Income Strategies
Florida
$2.39M +$2M +6,887 +380%
EIA
1479
Eldridge Investment Advisors
New Hampshire
$2.38M -$165K -567 -6%
SW
1480
SkyOak Wealth
Michigan
$2.38M +$41.3K +142 +2%
PWM
1481
Parkworth Wealth Management
California
$2.37M +$339K +1,166 +16%
JLBC
1482
J.L. Bainbridge & Co
Florida
$2.37M -$1.74K -6 -0.1%
CFG
1483
Cornerstone Financial Group
Nebraska
$2.37M +$365K +1,256 +18%
RPC
1484
Rossmore Private Capital
Connecticut
$2.36M
NJIM
1485
Nabity-Jensen Investment Management
Nebraska
$2.35M -$47.1K -162 -2%
CWA
1486
Canvas Wealth Advisors
Kansas
$2.35M +$1.02M +3,513 +63%
FI
1487
Financial Insights
Washington
$2.35M -$18.9K -65 -0.8%
GPW
1488
Gentry Private Wealth
Kansas
$2.34M +$2.47M +8,518 New
BC
1489
Belmont Capital
California
$2.34M
CT
1490
Clearstead Trust
Maine
$2.34M +$2M +6,898 +430%
PCM
1491
Prelude Capital Management
New York
$2.33M +$2.46M +8,483 New
SFS
1492
Strategic Financial Services
New York
$2.33M -$74.4K -256 -3%
AT
1493
American Trust
Kentucky
$2.33M -$2.37M -8,164 -49%
FA
1494
Fiduciary Alliance
South Carolina
$2.32M -$47.4K -163 -2%
GSB
1495
Greenfield Savings Bank
Massachusetts
$2.3M +$72.6K +250 +3%
FOA
1496
Five Oceans Advisors
California
$2.3M -$384K -1,323 -14%
OHWA
1497
Oak Hill Wealth Advisors
Virginia
$2.3M -$77.6K -267 -3%
MIM
1498
Moseley Investment Management
Florida
$2.29M -$281K -966 -10%
IA
1499
Inspire Advisors
Idaho
$2.29M +$884K +3,042 +58%
FWM
1500
Fortress Wealth Management
California
$2.28M -$56.1K -193 -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.