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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
CPA
2151
Capital Planning Advisors
California
$820K +$60.1K +207 +7%
PCM
2152
Pointe Capital Management
Michigan
$818K -$90.4K -311 -9%
MMCM
2153
Murphy & Mullick Capital Management
New York
$817K -$16K -55 -2%
CCA
2154
Checchi Capital Advisers
California
$816K +$18.3K +63 +2%
NCM
2155
Noesis Capital Mangement
Florida
$815K +$291 +1 +0%
CIA
2156
Cape Investment Advisory
Georgia
$814K +$187K +642 +28%
TCM
2157
Tandem Capital Management
New Jersey
$813K
EFA
2158
Edge Financial Advisors
Illinois
$813K +$594K +2,045 +224%
BS
2159
Banco Santander
Spain
$811K +$857K +2,949 New
CW
2160
Channel Wealth
California
$809K
HG
2161
Harbor Group
New Hampshire
$809K -$3.49K -12 -0.4%
HCM
2162
Hudson Capital Management
New Jersey
$807K
AWM
2163
Able Wealth Management
New Jersey
$805K -$259K -892 -23%
CW
2164
Curio Wealth
Maryland
$805K -$799K -2,749 -100%
AEPWM
2165
Atlantic Edge Private Wealth Management
Florida
$805K +$37.8K +130 +5%
EFP
2166
Envision Financial Planning
Tennessee
$804K -$39.5K -136 -4%
MWM
2167
Maripau Wealth Management
Indiana
$803K +$189K +652 +29%
FM
2168
Foster & Motley
Ohio
$803K -$55.2K -190 -6%
SW
2169
SlateStone Wealth
Florida
$803K
TBT
2170
Texas Bank & Trust
Texas
$801K
FCP
2171
Fidelis Capital Partners
Florida
$800K
LIA
2172
LBMC Investment Advisors
Tennessee
$795K +$581 +2 +0.1%
WLPWM
2173
Walled Lake Planning & Wealth Management
Illinois
$794K +$3.2K +11 +0.4%
SCI
2174
S&CO Inc
Massachusetts
$792K
SLWA
2175
San Luis Wealth Advisors
California
$791K +$41.3K +142 +5%

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.