We are live on ! Find out more
VTI icon

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
PFA
2301
Petra Financial Advisors
Colorado
$659K +$35.7K +123 +5%
NWAG
2302
Net Worth Advisory Group
Utah
$659K -$1.81M -6,214 -72%
CFP
2303
Cypress Financial Planning
New Jersey
$657K +$99.9K +344 +17%
RWS
2304
Retirement Wealth Solutions
Wisconsin
$654K -$17.1K -59 -2%
CSIA
2305
Conrad Siegel Investment Advisors
Pennsylvania
$650K +$41.5K +143 +6%
CWM
2306
Certus Wealth Management
California
$648K +$291 +1 +0%
CPC
2307
Consolidated Planning Corp
Georgia
$644K +$20.3K +70 +3%
DA
2308
Detalus Advisors
Missouri
$644K +$16.3K +56 +2%
TCG
2309
Transcendent Capital Group
Oklahoma
$643K -$62.2K -214 -8%
BFA
2310
Brown Financial Advisory
Alabama
$643K -$1.45K -5 -0.2%
MIC
2311
Meridian Investment Counsel
California
$642K -$5.81K -20 -0.8%
FP
2312
Financial Perspectives
Minnesota
$642K +$2.32K +8 +0.3%
GSEP
2313
Golden State Equity Partners
California
$642K +$86K +296 +15%
MF
2314
Manchester Financial
California
$640K
HTIM
2315
Harbour Trust & Investment Management
Indiana
$638K -$8.72K -30 -1%
MWA
2316
Moser Wealth Advisors
Washington
$638K +$510K +1,756 +310%
KCM
2317
Kanawha Capital Management
Virginia
$638K +$31.4K +108 +5%
MCM
2318
M1 Capital Management
Michigan
$637K -$16.9K -58 -2%
PWM
2319
Palumbo Wealth Management
New York
$636K +$12.5K +43 +2%
DCA
2320
DSG Capital Advisors
Minnesota
$635K +$671K +2,309 New
RCYC
2321
Richard C. Young & Co
Rhode Island
$634K +$143K +491 +27%
AR
2322
Apeiron RIA
Texas
$633K -$11.9K -41 -2%
V
2323
ViaWealth
Kansas
$633K +$291 +1 +0%
VBFG
2324
Vishria Bird Financial Group
Tennessee
$632K +$2.9K +10 +0.4%
PWM
2325
Prosperity Wealth Management
California
$631K +$16.3K +56 +2%

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.