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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
FA
1726
FSA Advisors
Michigan
$1.6M +$1.14M +3,914 +206%
JWS
1727
Juncture Wealth Strategies
Arizona
$1.6M -$49.1K -169 -3%
MWS
1728
MFA Wealth Services
California
$1.59M +$5.23K +18 +0.3%
OFS
1729
Oldfather Financial Services
Nebraska
$1.59M -$1.16K -4 -0.1%
CW
1730
Cook Wealth
North Carolina
$1.59M -$1.46M -5,041 -47%
DTC
1731
Davidson Trust Company
Washington
$1.59M +$52K +179 +3%
FCG
1732
Financial Connections Group
California
$1.58M +$581 +2 +0%
SA
1733
Strategic Advisors
New York
$1.58M +$1.02M +3,519 +159%
MCWS
1734
McKinley Carter Wealth Services
West Virginia
$1.57M -$56.4K -194 -3%
BRG
1735
Bay Rivers Group
Virginia
$1.57M -$165K -568 -9%
MWA
1736
Muirfield Wealth Advisors
North Carolina
$1.56M -$167K -575 -9%
JWM
1737
JGP Wealth Management
Oregon
$1.56M +$186K +639 +13%
ES
1738
ETF Store
Kansas
$1.56M +$1.16K +4 +0.1%
TYCC
1739
Texas Yale Capital Corp
Florida
$1.56M +$31.7K +109 +2%
HCA
1740
Harbour Capital Advisors
Virginia
$1.56M +$147K +505 +9%
GAM
1741
Grandview Asset Management
Pennsylvania
$1.55M +$88.9K +306 +6%
BWFA
1742
Baltimore-Washington Financial Advisors
Maryland
$1.55M +$381K +1,311 +30%
NLP
1743
Next Level Private
New York
$1.55M -$2.62K -9 -0.2%
CWP
1744
Concord Wealth Partners
Virginia
$1.54M -$59.3K -204 -4%
AWP
1745
Ascent Wealth Partners
New York
$1.54M
UFA
1746
US Financial Advisors
Massachusetts
$1.53M
FMP
1747
Financial Management Professionals
Texas
$1.53M -$1.45M -5,007 -47%
1NWS
1748
1 North Wealth Services
Maryland
$1.53M +$1.62M +5,577 New
EWA
1749
Exencial Wealth Advisors
Oklahoma
$1.53M -$69.4K -239 -4%
MWA
1750
Mills Wealth Advisors
Texas
$1.53M -$304K -1,045 -16%

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.