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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
SI
201
Stash Investments
New York
$73.6M +$6.92M +23,817 +10%
WA
202
Waverly Advisors
Alabama
$73.5M +$5.87M +20,193 +8%
AAS
203
Avantax Advisory Services
Texas
$73.5M +$2.79M +9,600 +4%
SA
204
Sunesis Advisors
Kansas
$72.8M -$1.35M -4,642 -2%
William Blair & Company
205
William Blair & Company
Illinois
$72.7M +$28.5K +98 +0%
GA
206
GSG Advisors
New Jersey
$71.9M +$1.9M +6,537 +3%
NFG
207
Nadler Financial Group
Illinois
$71.5M -$867K -2,985 -1%
TCM
208
TD Capital Management
Tennessee
$71.3M -$789K -2,715 -1%
SFC
209
SYM Financial Corp
Indiana
$70.1M +$5.19M +17,848 +8%
GC
210
Garde Capital
Washington
$69.4M +$198K +681 +0.3%
RPWA
211
Regent Peak Wealth Advisors
Georgia
$69.1M +$546K +1,880 +0.8%
LWM
212
Luminvest Wealth Management
Arizona
$68.8M +$459K +1,579 +0.6%
CCB
213
Country Club Bank
Missouri
$68.5M +$2.95M +10,159 +4%
CWM
214
Cherrydale Wealth Management
New Jersey
$67.3M -$745K -2,563 -1%
UOMF
215
University of Massachusetts Foundation
Massachusetts
$66.7M -$4.92M -16,932 -7%
KWM
216
KMT Wealth Management
California
$66M +$20.9M +71,950 +43%
BEAM
217
Baker Ellis Asset Management
Washington
$65.4M -$1.81M -6,237 -3%
HTC
218
Haverford Trust Company
Pennsylvania
$64.9M +$5.22M +17,978 +8%
Bessemer Group
219
Bessemer Group
New Jersey
$64.7M -$1.45M -4,993 -2%
PA
220
Pinnacle Associates
New York
$64.5M +$1.74M +6,006 +3%
STA
221
Shade Tree Advisors
New York
$64.4M -$411K -1,414 -0.6%
SLT
222
St Louis Trust
Missouri
$64M -$1.13M -3,887 -2%
TFCP
223
Twin Focus Capital Partners
Massachusetts
$63.7M -$8M -27,521 -11%
BCMLT
224
Beacon Capital Management LLC (Tennessee)
Tennessee
$62.8M -$3.89M -13,384 -6%
MWM
225
MorganRosel Wealth Management
Colorado
$62.6M +$1.7M +5,847 +3%

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.