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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
NWM
2326
Napa Wealth Management
California
$631K
FC
2327
Financial Consulate
Maryland
$631K +$667K +2,295 New
BCCM
2328
Bridge Creek Capital Management
Massachusetts
$630K +$23.8K +82 +4%
AA
2329
Addison Advisors
Vermont
$629K +$14.8K +51 +2%
PWAM
2330
Private Wealth Asset Management
Iowa
$628K +$664K +2,286 New
AWC
2331
Adamsbrown Wealth Consultants
Kansas
$627K +$291 +1 +0%
PWM
2332
Penobscot Wealth Management
Maine
$627K +$95.3K +328 +17%
BAM
2333
Bellevue Asset Management
Washington
$624K -$291 -1 -0%
SDWIA
2334
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$624K
GWSG
2335
GPS Wealth Strategies Group
Colorado
$623K -$44.7K -154 -6%
MG
2336
MilWealth Group
Wisconsin
$623K
MIM
2337
Marco Investment Management
Georgia
$622K +$10.2K +35 +2%
BWP
2338
Barlow Wealth Partners
Kentucky
$622K +$9.01K +31 +1%
WFL
2339
Wealth Forward LLC
North Dakota
$619K +$61.3K +211 +10%
TLFA
2340
True Link Financial Advisors
California
$617K -$66.2K -228 -9%
PWPS
2341
Pinnacle Wealth Planning Services
Ohio
$615K +$110K +379 +20%
VC
2342
Veracity Capital
Georgia
$615K +$16K +55 +3%
SIC
2343
SJS Investment Consulting
Ohio
$614K +$24.4K +84 +4%
FCB
2344
First County Bank
Connecticut
$614K -$32.5K -112 -5%
HIMS
2345
Hager Investment Management Services
New Hampshire
$614K +$29.1K +100 +5%
BHWM
2346
Bar Harbor Wealth Management
New Hampshire
$613K +$118K +407 +22%
MHC
2347
May Hill Capital
Massachusetts
$612K -$8.43K -29 -1%
GSIAS
2348
Garden State Investment Advisory Services
New Jersey
$612K +$249K +856 +62%
BWA
2349
BlueChip Wealth Advisors
Georgia
$612K +$155K +535 +32%
PWMG
2350
Pinnacle Wealth Management Group
Michigan
$611K -$25.6K -88 -4%

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.