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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
SM
2026
Sweeney & Michel
California
$1.03M +$1.23M +4,239 New
PAI
2027
Pittenger & Anderson Inc
Nebraska
$1.03M
SCA
2028
Sage Capital Advisors
South Dakota
$1.02M -$2.62K -9 -0.2%
DWM
2029
Destination Wealth Management
California
$1.02M +$311K +1,070 +40%
BCG
2030
Breakwater Capital Group
New Jersey
$1.02M -$277K -952 -20%
AIA
2031
Accelerate Investment Advisors
California
$1.02M -$20.9K -72 -2%
BWM
2032
Birchcreek Wealth Management
Ohio
$1.02M -$581 -2 -0.1%
VWM
2033
Vermillion Wealth Management
Minnesota
$1.02M -$11.9K -41 -1%
CFG
2034
Clayton Financial Group
Missouri
$1.01M +$62.8K +216 +6%
AWG
2035
Altus Wealth Group
Colorado
$1.01M +$295K +1,015 +38%
BWM
2036
Brickley Wealth Management
California
$1M +$43.6K +150 +4%
DWG
2037
Darden Wealth Group
Michigan
$1M -$6.39K -22 -0.6%
BG
2038
Bollard Group
Massachusetts
$998K +$3.78K +13 +0.4%
PMIM
2039
Prudent Man Investment Management
Colorado
$998K
CAAS
2040
Capital Asset Advisory Services
Michigan
$997K -$190K -655 -15%
TW
2041
Transform Wealth
Colorado
$994K -$23.2K -80 -2%
AFP
2042
Alpha Financial Partners
Kentucky
$993K -$872 -3 -0.1%
F4L
2043
Fortune 45 LLC
Louisiana
$992K +$3.78K +13 +0.4%
SFS
2044
Sharp Financial Services
Pennsylvania
$988K +$713K +2,453 +215%
KWS
2045
Keystone Wealth Services
California
$987K +$59K +203 +6%
GK
2046
Graney & King
New York
$980K +$300K +1,031 +41%
LIM
2047
Loudon Investment Management
New Hampshire
$980K -$16.9K -58 -2%
PP
2048
Prosperity Planning
Missouri
$978K -$36K -124 -3%
CFD
2049
Creative Financial Designs
Indiana
$977K -$138K -474 -12%
ACM
2050
Advance Capital Management
Michigan
$977K -$291 -1 -0%

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.