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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
TAM
1851
Townsend Asset Management
North Carolina
$1.31M -$96.7K -333 -7%
CAM
1852
Cidel Asset Management
Ontario, Canada
$1.31M +$174K +600 +14%
PCM
1853
Poehling Capital Management
Wisconsin
$1.3M
MBFW
1854
Morton Brown Family Wealth
Pennsylvania
$1.3M -$175K -602 -11%
RTC
1855
Riverview Trust Company
Washington
$1.3M +$505K +1,739 +58%
AIA
1856
Ally Invest Advisors
North Carolina
$1.3M +$166K +572 +14%
RWM
1857
Ruedi Wealth Management
Illinois
$1.3M +$1.06M +3,652 +341%
SIA
1858
Summit Investment Advisors
Maryland
$1.3M +$2.32K +8 +0.2%
SFA
1859
Seneca Financial Advisors
New York
$1.29M
CWM
1860
Cahaba Wealth Management
Georgia
$1.29M +$84.8K +292 +7%
RRA
1861
Round Rock Advisors
Connecticut
$1.29M +$60.4K +208 +5%
PWP
1862
Pursue Wealth Partners
California
$1.29M +$112K +385 +9%
JAG
1863
Journey Advisory Group
Kentucky
$1.29M -$34.9K -120 -2%
FNT
1864
First Nebraska Trust
Nebraska
$1.29M
EPAM
1865
Evelyn Partners Asset Management
$1.29M -$2.9K -10 -0.2%
SW
1866
Solidarity Wealth
Utah
$1.29M
DIA
1867
Davidson Investment Advisors
Montana
$1.28M +$248K +854 +22%
HWP
1868
Highline Wealth Partners
California
$1.28M -$74.4K -256 -5%
AFG
1869
Albion Financial Group
Utah
$1.28M -$27.6K -95 -2%
SAM
1870
Summit Asset Management
Tennessee
$1.28M
BWM
1871
BigSur Wealth Management
Florida
$1.28M +$174K +600 +15%
OWM
1872
Orgel Wealth Management
Wisconsin
$1.28M -$328K -1,130 -20%
TCBWMS
1873
Texas Capital Bank Wealth Management Services
Texas
$1.28M
ABTD
1874
Arvest Bank Trust Division
Oklahoma
$1.28M -$20.6K -71 -2%
IFWM
1875
Institute for Wealth Management
Colorado
$1.28M +$1.1M +3,781 +439%

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.