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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
KFI
2001
Key Financial Inc
Pennsylvania
$1.07M +$9.3K +32 +0.8%
CC
2002
Citrine Capital
California
$1.07M +$12.2K +42 +1%
EA
2003
Evergreen Advisors
Tennessee
$1.07M +$4.07K +14 +0.4%
GWA
2004
GGM Wealth Advisors
Maryland
$1.07M +$237K +815 +26%
SAM
2005
Sequent Asset Management
Texas
$1.07M
KCFA
2006
Key Client Fiduciary Advisors
New Jersey
$1.06M -$21.8K -75 -2%
CF
2007
Corrigan Financial
Rhode Island
$1.06M +$1.12M +3,870 New
FMN
2008
Financial Management Network
California
$1.06M -$29.3K -101 -2%
KCM
2009
Kaye Capital Management
California
$1.06M -$102K -352 -8%
SSWG
2010
Seven Springs Wealth Group
Tennessee
$1.06M +$49.1K +169 +5%
SWA
2011
Strata Wealth Advisors
Texas
$1.05M +$110K +378 +11%
ST
2012
Spinnaker Trust
Maine
$1.05M +$6.97K +24 +0.6%
SFP
2013
Shepherd Financial Partners
Massachusetts
$1.05M +$2.03K +7 +0.2%
CWM
2014
Chesapeake Wealth Management
Virginia
$1.05M
FC
2015
Fairscale Capital
New Hampshire
$1.04M +$19.5K +67 +2%
FVCM
2016
F&V Capital Management
Florida
$1.04M +$4.36K +15 +0.4%
IIC
2017
Ironwood Investment Counsel
Arizona
$1.04M +$254K +875 +30%
PAG
2018
Poinciana Advisors Group
Florida
$1.04M +$167K +574 +18%
CWP
2019
Curated Wealth Partners
California
$1.04M +$4.07K +14 +0.4%
FF
2020
Farrell Financial
New York
$1.04M -$23.2K -80 -2%
UAG
2021
United Advisor Group
Ohio
$1.04M -$276K -950 -20%
VA
2022
Vident Advisory
Georgia
$1.04M -$1.14M -3,938 -51%
GWA
2023
Gutierrez Wealth Advisory
Arkansas
$1.04M +$15.1K +52 +1%
PAA
2024
Peregrine Asset Advisers
Oregon
$1.03M +$802K +2,759 +275%
BC
2025
Burney Company
Virginia
$1.03M +$108K +372 +11%

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.