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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
JFG
2376
Jefferies Financial Group
New York
$577K -$161K -553 -21%
CWM
2377
Cordatus Wealth Management
Pennsylvania
$575K
VPP
2378
Vertex Planning Partners
Illinois
$574K +$150K +516 +33%
HCP
2379
Holt Capital Partners
Texas
$574K
LCGC
2380
Legacy Capital Group California
California
$573K +$872 +3 +0.1%
T. Rowe Price Associates
2381
T. Rowe Price Associates
Maryland
$572K -$87.2K -300 -13%
AWA
2382
Alaska Wealth Advisors
Alaska
$572K -$80.5K -277 -12%
MAM
2383
MMA Asset Management
Pennsylvania
$571K +$129K +443 +27%
IWMA
2384
Ironwood Wealth Management (Arizona)
Arizona
$567K +$66.8K +230 +13%
VPF
2385
Vantage Point Financial
Illinois
$567K -$29.9K -103 -5%
HA
2386
Helium Advisors
Washington
$567K +$581 +2 +0.1%
AC
2387
Anson Capital
Georgia
$567K +$1.74K +6 +0.3%
EFG
2388
Elios Financial Group
Ohio
$567K -$18.6K -64 -3%
FFO
2389
Fiduciary Family Office
Florida
$566K +$598K +2,060 New
VRM
2390
Vectors Research Management
New York
$566K -$492K -1,694 -45%
OPW
2391
Oxler Private Wealth
New York
$563K
EFL
2392
ERn Financial LLC
Wisconsin
$563K -$12.8K -44 -2%
WC
2393
Whitney & Co
New York
$562K +$8.72K +30 +1%
IA
2394
Insight Advisors
Pennsylvania
$561K -$5.23K -18 -0.9%
WCM
2395
Weaver Capital Management
Georgia
$560K
LWM
2396
Lakeridge Wealth Management
Ohio
$560K -$36.3K -125 -6%
CCM
2397
Crabel Capital Management
California
$560K -$14.2K -49 -2%
FSA
2398
Financial Security Advisor
Virginia
$558K +$33.4K +115 +6%
SN
2399
Sittner & Nelson
Oregon
$557K +$300K +1,034 +104%
WF
2400
Welch & Forbes
Massachusetts
$557K +$872 +3 +0.1%

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.