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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
AFS
1901
Access Financial Services
Minnesota
$1.22M -$75K -258 -6%
OWM
1902
OneAscent Wealth Management
Alabama
$1.22M -$22.7K -78 -2%
BI
1903
Berkeley Inc
Idaho
$1.21M -$54.9K -189 -4%
FTC
1904
Farmers Trust Company
Ohio
$1.21M
HAG
1905
HF Advisory Group
Maryland
$1.21M -$1.74K -6 -0.1%
BFA
1906
Bill Few Associates
Pennsylvania
$1.21M -$39.8K -137 -3%
MCM
1907
Mattern Capital Management
Colorado
$1.2M +$59K +203 +5%
SFG
1908
Sunburst Financial Group
Alabama
$1.2M -$23.2K -80 -2%
RI
1909
Ridgewood Investments
New Jersey
$1.2M -$93.8K -323 -7%
WFAG
1910
Wescott Financial Advisory Group
Pennsylvania
$1.2M +$4.07K +14 +0.3%
JAA
1911
Joel Adams & Associates
North Carolina
$1.2M -$167K -576 -12%
LSPW
1912
Lake Street Private Wealth
Illinois
$1.19M -$128K -439 -9%
IWP
1913
IAG Wealth Partners
Wisconsin
$1.19M -$8.13K -28 -0.6%
BWG
1914
Balanced Wealth Group
Ohio
$1.19M +$6.1K +21 +0.5%
CSI
1915
Cross Staff Investments
New York
$1.19M +$291 +1 +0%
RCA
1916
Ranch Capital Advisors
Florida
$1.19M -$64.2K -221 -5%
PCMU
1917
Paragon Capital Management (Utah)
Utah
$1.19M +$107K +368 +9%
SWM
1918
SFG Wealth Management
Maryland
$1.19M -$29.6K -102 -2%
EL
1919
Essex LLC
Illinois
$1.19M +$136K +469 +12%
RFP
1920
RCS Financial Planning
Maryland
$1.19M -$407K -1,402 -25%
BWP
1921
Bernardo Wealth Planning
Pennsylvania
$1.19M +$2.9K +10 +0.2%
BC
1922
Bricktown Capital
Michigan
$1.18M +$1.25M +4,300 New
OWA
1923
Opal Wealth Advisors
New York
$1.18M
HIM
1924
Hanlon Investment Management
New Jersey
$1.17M -$413K -1,421 -25%
HC
1925
Hourglass Capital
Texas
$1.17M +$148K +509 +14%

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.