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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
UFF
2126
USA Financial Formulas
Michigan
$849K -$80.5K -277 -8%
MAA
2127
Matrix Asset Advisors
New York
$848K -$96.7K -333 -10%
KWM
2128
Kingsman Wealth Management
Florida
$847K +$895K +3,082 New
CPSAC
2129
Chas P. Smith & Associates (CPS)
Florida
$847K -$27.3K -94 -3%
HPM
2130
Hoxton Planning & Management
West Virginia
$847K -$59.3K -204 -6%
PAM
2131
Pacific Asset Management
Washington
$844K +$892K +3,072 New
AF
2132
Aldebaran Financial
$844K +$53.7K +185 +6%
CA
2133
Carson Advisory
Georgia
$843K
JWM
2134
Jackson Wealth Management
Florida
$842K
RFA
2135
Resurgent Financial Advisors
Georgia
$840K +$9.01K +31 +1%
FFO
2136
Fortitude Family Office
Arizona
$839K +$6.1K +21 +0.7%
BONH
2137
Bank of New Hampshire
New Hampshire
$838K +$10.2K +35 +1%
KFS
2138
Kaizen Financial Strategies
California
$838K
3AM
2139
3EDGE Asset Management
Florida
$837K +$885K +3,046 New
BFA
2140
Buttonwood Financial Advisors
Maryland
$835K -$25.3K -87 -3%
AIA
2141
Armor Investment Advisors
North Carolina
$833K -$4.65K -16 -0.5%
WCM
2142
Winebrenner Capital Management
Kentucky
$829K -$15.4K -53 -2%
VFP
2143
Vested Financial Planning
California
$828K
ETS
2144
ESL Trust Services
New York
$827K +$13.1K +45 +2%
RMCM
2145
Reynders McVeigh Capital Management
Massachusetts
$824K -$17.1K -59 -2%
OIA
2146
Optimum Investment Advisors
Illinois
$823K +$5.81K +20 +0.7%
CPA
2147
Cathy Pareto & Associates
Florida
$823K +$6.97K +24 +0.8%
CPCP
2148
Cedar Point Capital Partners
Iowa
$821K -$22.4K -77 -3%
WMA
2149
West Michigan Advisors
Michigan
$821K -$158K -543 -15%
WCWM
2150
Willow Creek Wealth Management
California
$820K +$307K +1,055 +55%

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.