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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
SEM
2076
Strategic Equity Management
Arizona
$933K +$16.9K +58 +2%
FPF
2077
First Pacific Financial
Washington
$931K -$72.9K -251 -7%
RW
2078
Ridgeline Wealth
Arizona
$929K +$227K +781 +30%
MFG
2079
Midwest Financial Group
Kansas
$927K +$8.72K +30 +0.9%
WP
2080
WealthShield Partners
North Carolina
$926K -$207K -712 -17%
WPP
2081
Whalerock Point Partners
Rhode Island
$926K
NCMW
2082
Northern Capital Management (Washington)
Washington
$925K +$514K +1,769 +111%
HSG
2083
Helen Stephens Group
Texas
$924K +$6.97K +24 +0.7%
FDDB
2084
Fidelity D&D Bancorp
Pennsylvania
$923K -$2.62K -9 -0.3%
VIPI
2085
Vista Investment Partners II
Indiana
$923K +$11.3K +39 +1%
HWMO
2086
Heritage Wealth Management (Ohio)
Ohio
$921K +$20K +69 +2%
CCA
2087
Cora Capital Advisors
New Jersey
$920K +$291 +1 +0%
WEG
2088
World Equity Group
Illinois
$919K -$565K -1,944 -37%
MPW
2089
Magnolia Private Wealth
Pennsylvania
$918K +$12.2K +42 +1%
HAC
2090
Harbor Advisory Corp
New Hampshire
$917K -$2.9K -10 -0.3%
AIM
2091
Archer Investment Management
Texas
$916K +$623K +2,143 +180%
PAM
2092
Peak Asset Management
Colorado
$908K +$52K +179 +6%
VFG
2093
V2 Financial group
Illinois
$907K
RP
2094
Rowlandmiller & Partners
Georgia
$903K +$19.8K +68 +2%
EWM
2095
EPG Wealth Management
Georgia
$903K -$222K -764 -19%
SSWM
2096
Sheets Smith Wealth Management
North Carolina
$901K -$6.39K -22 -0.7%
MIAS
2097
Mason Investment Advisory Services
Virginia
$900K -$102K -350 -10%
BA
2098
Brightwater Advisory
Florida
$900K -$5.52K -19 -0.6%
NFC
2099
Northstar Financial Companies
Pennsylvania
$899K +$10.5K +36 +1%
WC
2100
Wolfstich Capital
Massachusetts
$897K

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.