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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
CWA
1551
Cascade Wealth Advisors
Washington
$2.09M +$103K +353 +5%
RMA
1552
Roffman Miller Associates
Pennsylvania
$2.09M +$140K +481 +7%
WJA
1553
Willis Johnson & Associates
Texas
$2.09M +$60.4K +208 +3%
PSA
1554
Plum Street Advisors
Louisiana
$2.09M
HCM
1555
Howard Capital Management
Georgia
$2.08M -$78.4K -270 -3%
FDW
1556
Fourth Dimension Wealth
Ohio
$2.08M -$11.9K -41 -0.5%
AWM
1557
Accurate Wealth Management
Florida
$2.08M -$791K -2,722 -25%
RA
1558
Rodgers & Associates
Pennsylvania
$2.08M -$113K -388 -5%
SW
1559
Simplicity Wealth
New Jersey
$2.08M +$912K +3,140 +71%
LA
1560
Latitude Advisors
Florida
$2.08M -$4.36K -15 -0.2%
FWM
1561
Fonville Wealth Management
Virginia
$2.07M -$99.7K -343 -4%
NRC
1562
New Republic Capital
North Carolina
$2.07M +$16.9K +58 +0.8%
OA
1563
Oxbow Advisors
Texas
$2.07M -$103K -354 -4%
NCM
1564
Neumann Capital Management
California
$2.06M -$93.5K -322 -4%
FAI
1565
Fiduciary Advisors Inc
Missouri
$2.06M -$1.16K -4 -0.1%
TWM
1566
Tradition Wealth Management
Minnesota
$2.06M +$317K +1,092 +17%
KFP
1567
KMG Fiduciary Partners
Ohio
$2.06M +$473K +1,627 +28%
RIS
1568
Richmond Investment Services
Wisconsin
$2.05M -$3.01M -10,371 -58%
GFG
1569
Greenberg Financial Group
Arizona
$2.05M +$1.86M +6,391 New
HWM
1570
Howard Wealth Management
Connecticut
$2.05M -$109K -375 -5%
KFG
1571
Kropog Financial Group
Louisiana
$2.05M -$10.7K -37 -0.5%
BIM
1572
Baldwin Investment Management
Pennsylvania
$2.04M +$16.6K +57 +0.8%
SBWIC
1573
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.04M +$521K +1,794 +32%
HA
1574
HFG Advisors
Ohio
$2.04M -$181K -624 -8%
Federated Hermes
1575
Federated Hermes
Pennsylvania
$2.03M +$34.3K +118 +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.