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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
FFS
1951
Fischer Financial Services
Pennsylvania
$1.13M +$29.1K +100 +3%
CA
1952
Cornerstone Advisory
Maryland
$1.13M -$6.1K -21 -0.5%
CRI
1953
Colonial River Investments
Virginia
$1.12M -$3.82M -13,146 -76%
CRC
1954
Curi RMB Capital
Illinois
$1.12M -$530K -1,823 -31%
PWC
1955
PYA Waltman Capital
Tennessee
$1.12M +$107K +368 +10%
OC
1956
Oakworth Capital
Alabama
$1.12M
DFG
1957
Delta Financial Group
New Jersey
$1.12M +$80.8K +278 +8%
MIM
1958
Macroview Investment Management
Maryland
$1.12M -$166K -570 -12%
AFA
1959
Allium Financial Advisors
Oregon
$1.12M +$1.18M +4,057 New
BWM
1960
Brown Wealth Management
Illinois
$1.11M
CCM
1961
Cloud Capital Management
Washington
$1.11M +$1.18M +4,054 New
AFAS
1962
Acorn Financial Advisory Services
Virginia
$1.11M -$82.2K -283 -7%
ISB
1963
Iowa State Bank
Iowa
$1.11M +$1.18M +4,046 New
SOWAS
1964
Silver Oak Wealth Advisors Services
California
$1.11M -$9.3K -32 -0.8%
TA
1965
TKG Advisors
Indiana
$1.11M -$2.9K -10 -0.2%
SC
1966
Scotia Capital
Ontario, Canada
$1.11M -$142K -488 -11%
EP
1967
Edgestream Partners
New Jersey
$1.11M -$438K -1,506 -27%
HI
1968
Hudock Inc
Pennsylvania
$1.11M -$18.3K -63 -2%
CIM
1969
Corda Investment Management
Texas
$1.1M +$1.17M +4,015 New
PCP
1970
Panoramic Capital Partners
Oregon
$1.1M
AP
1971
Appleton Partners
Massachusetts
$1.1M -$872 -3 -0.1%
MFC
1972
Morris Financial Concepts
South Carolina
$1.1M +$1.16M +4,009 New
CAAM
1973
Cornerstone Advisors Asset Management
Pennsylvania
$1.1M
NAS
1974
Nicolet Advisory Services
Wisconsin
$1.1M +$8.72K +30 +0.7%
AWAG
1975
ARS Wealth Advisors Group
Florida
$1.1M

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.