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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
NFG
1501
Northeast Financial Group
Pennsylvania
$2.28M -$21.2K -73 -0.9%
TC
1502
Tacita Capital
Ontario, Canada
$2.28M -$126K -435 -5%
YCG
1503
Yeomans Consulting Group
Georgia
$2.27M -$1.59M -5,459 -40%
DA
1504
Dash Acquisitions
California
$2.26M -$18.3K -63 -0.8%
SFC
1505
Sprinkle Financial Consultants
Colorado
$2.26M
CAI
1506
Capital Advisors Inc
Oklahoma
$2.25M -$123K -425 -5%
FTA
1507
Financial & Tax Architects
Missouri
$2.25M +$140K +482 +6%
CH
1508
Cromwell Holdings
Wyoming
$2.25M -$2.18M -7,495 -48%
PCH
1509
PGIM Custom Harvest
New Jersey
$2.25M -$8.44M -29,060 -78%
AWA
1510
Aquire Wealth Advisors
Utah
$2.25M +$15.7K +54 +0.7%
TWA
1511
Talisman Wealth Advisors
New Jersey
$2.25M +$9.01K +31 +0.4%
YWM
1512
Yukon Wealth Management
Kansas
$2.25M +$2.37M +8,172 New
SB
1513
Simmons Bank
Arkansas
$2.24M -$12.2K -42 -0.5%
SL
1514
SFM LLC
New Hampshire
$2.24M -$43.6K -150 -2%
WJWM
1515
Williams Jones Wealth Management
New York
$2.24M -$2.9K -10 -0.1%
EMC
1516
Everest Management Corp
California
$2.24M +$7.84K +27 +0.3%
CAG
1517
Curtis Advisory Group
California
$2.22M -$595K -2,049 -20%
CMMS
1518
Comprehensive Money Management Services
Florida
$2.21M +$872 +3 +0%
RPCA
1519
Running Point Capital Advisors
California
$2.19M -$252K -869 -10%
WMS
1520
Wealth Management Strategies
Pennsylvania
$2.19M +$98.5K +339 +4%
EFMC
1521
Empire Financial Management Company
New York
$2.19M -$161K -555 -7%
HAS
1522
Holland Advisory Services
Florida
$2.18M -$3.49K -12 -0.2%
OIM
1523
Orca Investment Management
Oregon
$2.18M +$10.7K +37 +0.5%
BWM
1524
Base Wealth Management
Florida
$2.18M +$2.3M +7,922 New
MCM
1525
Monument Capital Management
Virginia
$2.18M +$4.94K +17 +0.2%

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.