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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
NFTC
1976
North Forty Two & Co
Oregon
$1.1M -$194K -669 -14%
GWM
1977
Greenwich Wealth Management
Connecticut
$1.09M
FWP
1978
Forefront Wealth Partners
Texas
$1.09M +$196K +675 +20%
HBS
1979
Howard Bailey Securities
Indiana
$1.09M +$829K +2,855 +254%
FAN
1980
Financial Advisors Network
California
$1.09M +$13.4K +46 +1%
EW
1981
Element Wealth
Mississippi
$1.09M +$473K +1,628 +69%
FNC
1982
First National Corp
Massachusetts
$1.09M -$3.78K -13 -0.3%
DCM
1983
Dimension Capital Management
Florida
$1.09M +$293K +1,007 +34%
GCA
1984
Gradient Capital Advisors
California
$1.09M -$81.1K -279 -7%
GHA
1985
GW Henssler & Associates
Georgia
$1.09M +$525K +1,806 +84%
RWP
1986
Ridgecrest Wealth Partners
California
$1.09M -$66.8K -230 -5%
VWM
1987
Venturi Wealth Management
Texas
$1.09M +$435K +1,496 +61%
UA
1988
Unison Advisors
District of Columbia
$1.08M +$13.9K +48 +1%
PCM
1989
Peirce Capital Management
Texas
$1.08M +$920K +3,168 +413%
Q1WB
1990
Quest 10 Wealth Builders
Virginia
$1.08M -$360K -1,238 -24%
AWA
1991
Aaron Wealth Advisors
Illinois
$1.08M
DI
1992
Disciplined Investors
Texas
$1.08M +$34K +117 +3%
KRW
1993
Kaufman Rossin Wealth
Florida
$1.08M +$229K +788 +25%
APC
1994
Aspire Private Capital
North Carolina
$1.08M +$29.1K +100 +3%
KFA
1995
Kelleher Financial Advisors
New York
$1.08M -$60.4K -208 -5%
CCG
1996
Chatham Capital Group
Georgia
$1.08M +$43.6K +150 +4%
PFA
1997
Pathway Financial Advisors
Vermont
$1.08M +$11.3K +39 +1%
BMC
1998
Benin Management Corp
Connecticut
$1.08M
RWP
1999
Ridgeline Wealth Planning
Ohio
$1.07M
PCM
2000
Parsons Capital Management
Rhode Island
$1.07M +$42.4K +146 +4%

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.