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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
DJSG
1676
D.J. St. Germain
Massachusetts
$1.7M -$277K -953 -13%
SWM
1677
Stockman Wealth Management
Montana
$1.7M -$4.07K -14 -0.2%
TFF
1678
The Family Firm
Maryland
$1.7M +$5.52K +19 +0.3%
LFS
1679
Littlejohn Financial Services
Oregon
$1.7M -$241K -830 -12%
FIG
1680
FSA Investment Group
Florida
$1.7M
MSG
1681
Main Street Group
Virginia
$1.7M -$6.39K -22 -0.4%
EHC
1682
Everett Harris & Co
California
$1.7M -$70.9K -244 -4%
EWM
1683
Echo Wealth Management
Minnesota
$1.69M
B
1684
Birchbrook
Maine
$1.69M
HFS
1685
Hopwood Financial Services
Virginia
$1.68M -$792K -2,726 -31%
TWD
1686
True Wealth Design
Ohio
$1.68M -$126K -433 -7%
SIC
1687
Salem Investment Counselors
North Carolina
$1.68M -$23.8K -82 -1%
SHJ
1688
Sharkey, Howes & Javer
Colorado
$1.67M +$47.4K +163 +3%
AIM
1689
AHL Investment Management
Florida
$1.67M -$19.5K -67 -1%
GC
1690
GatePass Capital
Ohio
$1.67M +$1.12M +3,847 +172%
FSA
1691
Fort Sheridan Advisors
Illinois
$1.67M +$13.4K +46 +0.8%
KOC
1692
Koss-Olinger Consulting
Florida
$1.67M +$1.77M +6,076 New
GGS
1693
Galvin Gaustad & Stein
Arizona
$1.66M -$43.6K -150 -2%
BAG
1694
Bridgewealth Advisory Group
California
$1.66M -$1.69M -5,829 -49%
AFG
1695
Allegheny Financial Group
Pennsylvania
$1.66M -$8.43K -29 -0.5%
SC
1696
Sepio Capital
Utah
$1.65M +$3.49K +12 +0.2%
FCA
1697
Fortis Capital Advisors
Kansas
$1.65M +$318K +1,094 +22%
SAM
1698
SP Asset Management
California
$1.65M +$56.1K +193 +3%
EWA
1699
Etesian Wealth Advisors
Oregon
$1.64M -$56.9K -196 -3%
AV
1700
Aspiring Ventures
Ohio
$1.64M +$9.59K +33 +0.6%

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.