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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
PCG
1876
Prosperity Consulting Group
Maryland
$1.27M -$98.5K -339 -7%
FWM
1877
Focused Wealth Management
New York
$1.27M -$120K -412 -8%
SWC
1878
Spectrum Wealth Counsel
Indiana
$1.27M +$36.6K +126 +3%
AA
1879
ArborFi Advisors
Michigan
$1.27M -$1.74K -6 -0.1%
BWM
1880
Benchmark Wealth Management
Connecticut
$1.26M +$3.2K +11 +0.2%
CIAS
1881
CFS Investment Advisory Services
New Jersey
$1.26M +$22.1K +76 +2%
CC
1882
Callan Capital
California
$1.26M +$854K +2,941 +181%
EL
1883
EQ LLC
Washington
$1.26M -$4.94K -17 -0.4%
RG
1884
Rathbones Group
United Kingdom
$1.25M -$2.9K -10 -0.2%
AWA
1885
Amplius Wealth Advisors
Pennsylvania
$1.25M +$1.16K +4 +0.1%
CCMI
1886
Creative Capital Management Investments
California
$1.25M +$51.4K +177 +4%
LI
1887
LifeWealth Investments
Florida
$1.24M +$656K +2,258 +100%
NQWM
1888
Northwest Quadrant Wealth Management
Oregon
$1.24M -$210K -722 -14%
CWM
1889
Concentrum Wealth Management
California
$1.24M +$17.4K +60 +1%
NRWA
1890
North Ridge Wealth Advisors
Oregon
$1.24M -$52.9K -182 -4%
ODFS
1891
O'Donnell Financial Services
California
$1.23M +$83.4K +287 +7%
AUB
1892
Atlantic Union Bankshares
Virginia
$1.23M +$71.8K +247 +6%
RF
1893
Robinswood Financial
Washington
$1.23M -$19.5K -67 -1%
FFL
1894
Financial Freedom LLC
Ohio
$1.23M +$2.9K +10 +0.2%
WDG
1895
Wealth Dimensions Group
Ohio
$1.23M +$52K +179 +4%
BP
1896
BCK Partners
New York
$1.23M -$7.84K -27 -0.6%
RIP
1897
RAM Investment Partners
Washington
$1.23M
M1FG
1898
Mach-1 Financial Group
Arkansas
$1.23M +$1.3M +4,463 New
IPW
1899
Intergy Private Wealth
Colorado
$1.22M +$27K +93 +2%
HHAA
1900
Henry H. Armstrong Associates
Pennsylvania
$1.22M +$276K +949 +27%

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.