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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
4WM
2401
4J Wealth Management
Virginia
$557K
AA
2402
Apriem Advisors
California
$556K -$3.78K -13 -0.6%
NRW
2403
Nova R Wealth
Kansas
$556K +$3.78K +13 +0.6%
CWM
2404
Cadence Wealth Management
Massachusetts
$555K +$4.36K +15 +0.7%
CF
2405
Claris Financial
Virginia
$554K
NW
2406
Naviter Wealth
Arkansas
$554K -$14.5K -50 -2%
DPW
2407
DiNuzzo Private Wealth
Pennsylvania
$552K +$2.32K +8 +0.4%
PTP
2408
Platform Technology Partners
New York
$551K -$79.6K -274 -12%
CWM
2409
Core Wealth Management
Florida
$550K +$8.13K +28 +1%
MSR
2410
Main Street Research
Connecticut
$549K -$233K -803 -29%
AAA
2411
AG Asset Advisory
California
$548K -$69.1K -238 -11%
SWA
2412
SOA Wealth Advisors
New York
$547K +$1.45K +5 +0.3%
DAM
2413
Deltec Asset Management
New York
$545K
NCM
2414
New Capital Management
Texas
$545K +$576K +1,983 New
GKIM
2415
GW&K Investment Management
Massachusetts
$543K +$420K +1,445 +274%
TFP
2416
Traction Financial Partners
Wyoming
$542K -$3.2K -11 -0.6%
WN
2417
Williams & Novak
California
$541K -$126K -432 -18%
MFGM
2418
Marshall Financial Group (Maryland)
Maryland
$540K +$252K +869 +79%
MBT
2419
Montecito Bank & Trust
California
$540K -$37.8K -130 -6%
LWM
2420
Lyell Wealth Management
California
$540K
CWMA
2421
Capstone Wealth Management (Alabama)
Alabama
$540K +$96.2K +331 +20%
SIM
2422
Sterling Investment Management
Arizona
$539K
RCWM
2423
Red Crane Wealth Management
California
$538K +$1.74K +6 +0.3%
HIS
2424
Horizon Investment Services
Indiana
$536K -$62.2K -214 -10%
ACS
2425
Archford Capital Strategies
Illinois
$535K +$165K +567 +41%

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.