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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
MPW
2426
Melone Private Wealth
Michigan
$532K -$581 -2 -0.1%
Invesco
2427
Invesco
Georgia
$531K -$68.3K -235 -11%
WFA
2428
Websterrogers Financial Advisors
South Carolina
$530K +$250K +860 +80%
AWM
2429
Affinity Wealth Management
Delaware
$530K -$406K -1,399 -42%
RIA
2430
Retirement Investment Advisors
Oklahoma
$530K -$291 -1 -0.1%
ACP
2431
Aveo Capital Partners
Colorado
$530K -$699K -2,405 -56%
CAS
2432
Coppell Advisory Solutions
Texas
$530K +$230K +792 +69%
WIP
2433
WealthCare Investment Partners
Rhode Island
$529K -$13.9K -48 -2%
PIM
2434
Parker Investment Management
California
$529K +$124K +426 +28%
FCM
2435
Fortis Capital Management
Washington
$529K -$6.1K -21 -1%
DIM
2436
Delta Investment Management
California
$529K +$132K +456 +31%
CWM
2437
Chicago Wealth Management
Illinois
$529K
ACA
2438
Anchor Capital Advisors
Massachusetts
$528K -$87.2K -300 -14%
DCM
2439
DGS Capital Management
New Jersey
$527K -$247K -851 -31%
RFS
2440
Richardson Financial Services
Massachusetts
$527K -$130K -446 -19%
CWS
2441
Cypress Wealth Services
California
$527K +$16.9K +58 +3%
FAT
2442
First American Trust
California
$527K -$4.94K -17 -0.9%
HWM
2443
HRC Wealth Management
Idaho
$526K +$557K +1,916 New
BTWM
2444
Baker Tilly Wealth Management
Wisconsin
$524K -$5.23K -18 -0.9%
WH
2445
Whitcomb & Hess
Ohio
$524K
CAM
2446
CPA Asset Management
Florida
$523K
NIWA
2447
New Insight Wealth Advisors
California
$523K +$553K +1,902 New
THCM
2448
Taylor Hoffman Capital Management
Virginia
$522K
AA
2449
Aufman Associates
Pennsylvania
$521K -$41.3K -142 -7%
S
2450
Sachetta
Massachusetts
$521K -$8.43K -29 -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.