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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
FNT
1526
First National Trust
Pennsylvania
$2.17M +$312K +1,075 +16%
KAM
1527
KEB Asset Management
Illinois
$2.16M -$27.9K -96 -1%
HS
1528
Horan Securities
United States
$2.15M -$39.5K -136 -2%
SWM
1529
Seed Wealth Management
Illinois
$2.15M -$102K -350 -4%
ACM
1530
Accent Capital Management
Ohio
$2.15M
MSWM
1531
McGlone Suttner Wealth Management
Wisconsin
$2.14M +$1.74K +6 +0.1%
SEEDPG
1532
S.E.E.D. Planning Group
New York
$2.14M
FF
1533
Friday Financial
Iowa
$2.14M +$1.3M +4,477 +139%
WWM
1534
Waterway Wealth Management
Texas
$2.14M -$124K -427 -5%
EWP
1535
Elevation Wealth Partners
California
$2.13M -$234K -806 -9%
FPW
1536
Flywheel Private Wealth
California
$2.13M -$23.2K -80 -1%
WCFA
1537
Walkner Condon Financial Advisors
Wisconsin
$2.13M +$279K +960 +14%
WWP
1538
Waypoint Wealth Partners
California
$2.12M -$138K -474 -6%
CWM
1539
Calamos Wealth Management
Illinois
$2.12M +$1.4M +4,832 +168%
SIM
1540
Strategic Investment Management
Virginia
$2.12M +$1.68M +5,770 +297%
KJHP
1541
K.J. Harrison & Partners
Ontario, Canada
$2.12M +$2.24M +7,700 New
BGWM
1542
Bridge Generations Wealth Management
Florida
$2.11M +$1.92M +6,603 +606%
KPWG
1543
KFA Private Wealth Group
Virginia
$2.11M +$341K +1,175 +18%
APW
1544
Austin Private Wealth
Texas
$2.11M +$439K +1,512 +25%
FVWA
1545
Foster Victor Wealth Advisors
South Carolina
$2.1M +$1.98M +6,802 +549%
MWP
1546
Madison Wealth Partners
Wisconsin
$2.1M -$32.8K -113 -1%
PPW
1547
Pasadena Private Wealth
California
$2.1M +$1.66M +5,723 +300%
CFA
1548
Cahill Financial Advisors
Minnesota
$2.1M +$62.2K +214 +3%
CFFP
1549
Center for Financial Planning
Michigan
$2.09M +$59.8K +206 +3%
WPW
1550
Watershed Private Wealth
Illinois
$2.09M +$291 +1 +0%

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.