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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
CD
1801
Chapin Davis
Maryland
$1.42M -$53.7K -185 -3%
AA
1802
AF Advisors
California
$1.42M -$107K -369 -7%
FFP
1803
FourThought Financial Partners
Florida
$1.41M +$37.2K +128 +3%
TWG
1804
The Wealth Group
Minnesota
$1.41M +$291 +1 +0%
FWM
1805
FSA Wealth Management
Massachusetts
$1.41M +$92.1K +317 +7%
WCM
1806
Winthrop Capital Management
Indiana
$1.41M +$15.7K +54 +1%
SGK
1807
Steigerwald Gordon & Koch
Virginia
$1.4M -$510K -1,754 -26%
VC
1808
Vestor Capital
Illinois
$1.4M +$4.36K +15 +0.3%
CP
1809
Capital Planning
Washington
$1.39M -$117K -403 -7%
WA
1810
Wealth Alliance
New York
$1.39M +$1.47M +5,065 New
CFS
1811
CRA Financial Services
New Jersey
$1.39M +$256K +881 +21%
WAM
1812
Worth Asset Management
Texas
$1.38M -$1.78M -6,117 -55%
PFG
1813
Pacific Financial Group
Washington
$1.38M +$6.1K +21 +0.4%
FC
1814
Financial Council
Maryland
$1.38M +$88.6K +305 +6%
W
1815
Wealthquest
Ohio
$1.38M -$44.5K -153 -3%
MCM
1816
Morton Capital Management
California
$1.38M +$76.7K +264 +6%
AF
1817
AtlasMark Financial
Texas
$1.37M
PI
1818
Parkside Investments
Illinois
$1.37M
TSW
1819
Thompson Siegel & Walmsley
Virginia
$1.37M -$84.8K -292 -6%
RAG
1820
RIA Advisory Group
Iowa
$1.37M -$38.1M -131,308 -96%
HP
1821
Holistic Planning
Texas
$1.37M +$256K +880 +21%
KWMG
1822
King Wealth Management Group
Florida
$1.37M -$13.4K -46 -0.9%
BIM
1823
Bridges Investment Management
Nebraska
$1.36M +$238K +818 +20%
CST
1824
Charles Schwab Trust
Nevada
$1.36M +$1.04M +3,580 +262%
CJH
1825
Christopher J. Hasenberg
Wisconsin
$1.36M +$155K +533 +12%

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.