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
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.4B +$638M +2,195,553 +4%
RIM
2
Rakuten Investment Management
Japan
$12.4B +$13.2B +45,463,779 New
Betterment LLC
3
Betterment LLC
New York
$7.17B -$254M -874,483 -3%
Wealthfront Advisers
4
Wealthfront Advisers
California
$4.39B +$100M +344,795 +2%
Morgan Stanley
5
Morgan Stanley
New York
$3.68B +$162M +559,205 +4%
Bank of America
6
Bank of America
North Carolina
$3.62B +$2.6M +8,956 +0.1%
LPL Financial
7
LPL Financial
California
$3.57B +$26.3M +90,381 +0.7%
WI
8
WealthNavi Inc
Japan
$3.15B +$100M +345,712 +3%
Northern Trust
9
Northern Trust
Illinois
$2.68B +$110M +378,147 +4%
HWM
10
HB Wealth Management
Georgia
$2.22B +$170M +584,628 +7%
AF
11
Allworth Financial
California
$2.2B +$37.3M +128,356 +2%
Creative Planning
12
Creative Planning
Kansas
$1.8B -$23.3M -80,328 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.66B -$109M -373,667 -6%
Wells Fargo
14
Wells Fargo
California
$1.62B -$295K -1,014 -0%
BP
15
Ballentine Partners
Massachusetts
$1.61B -$10.6M -36,489 -0.6%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$1.23B +$66.6M +229,327 +5%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.22B +$224M +771,936 +21%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.2B +$475M +1,634,211 +60%
UBS Group
19
UBS Group
Switzerland
$1.14B -$25.8M -88,686 -2%
NAM
20
Nissay Asset Management
Japan
$1.08B
SFA
21
Sequoia Financial Advisors
Ohio
$951M +$72.5M +249,717 +8%
Raymond James Financial
22
Raymond James Financial
Florida
$864M +$25.2M +86,622 +3%
NMIFOAC
23
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$738M
SCM
24
SCS Capital Management
Massachusetts
$706M +$132M +453,140 +21%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$704M +$79.5M +273,545 +12%

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.