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Vanguard Morningstar Total Stock Market ETF

1,865 hedge funds and large institutions have $76B invested in Vanguard Morningstar Total Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 850 increasing their positions, 614 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

859% more call options, than puts

Call options by funds: $3.07B | Put options by funds: $320M

128% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 57

38% more repeat investments, than reductions

Existing positions increased: 850 | Existing positions reduced: 614

13% more capital invested

Capital invested by funds: $67.4B → $76B (+$8.56B)

2% more funds holding

Funds holding: 1,8201,865 (+45)

1% more funds holding in top 10

Funds holding in top 10: 399401 (+2)

0.18% more ownership

Funds ownership: 30.3%30.48% (+0.18%)

Holders
1,865
Holders Change
+45
Holders Change %
+2.47%
% of All Funds
32.46%
Holding in Top 10
401
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.5%
% of All Funds
6.98%
New
130
Increased
850
Reduced
614
Closed
57
Calls
$3.07B
Puts
$320M
Net Calls
+$2.75B
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Apella Capital
Connecticut
$34.9M +$1.73M +7,967 +5%
WAG
227
Winthrop Advisory Group
Massachusetts
$34.2M -$6.51K -30 -0%
TCM
228
TD Capital Management
Tennessee
$34M +$1.06M +4,891 +3%
UOMF
229
University of Maryland Foundation
Maryland
$33.9M
GL
230
Graypoint LLC
New York
$33.9M -$701K -3,232 -2%
NSAM
231
North Star Asset Management
Wisconsin
$33.7M -$555K -2,557 -2%
EH
232
Equitable Holdings
New York
$33.6M +$1.66M +7,670 +5%
OL
233
Optas LLC
Texas
$33.6M +$1.36M +6,256 +4%
NIA
234
Northstar Investment Advisors
Colorado
$33.4M +$10.8M +49,877 +51%
AA
235
Ashford Advisors
New York
$33.3M +$1.9M +8,755 +6%
CAN
236
Cetera Advisor Networks
California
$33M +$5.26M +24,238 +20%
CCT
237
Country Club Trust
Missouri
$32.7M +$1.58M +7,301 +5%
NFC
238
Northeast Financial Consultants
Connecticut
$32.6M -$5.21K -24 -0%
BSSFA
239
Baron Silver Stevens Financial Advisors
Florida
$32.6M +$31.8M +146,452 New
RWI
240
Red Wave Investments
Pennsylvania
$32.6M +$1.65M +7,587 +5%
FHA
241
Flagship Harbor Advisors
Massachusetts
$32.1M +$171K +788 +0.5%
IC
242
Iconiq Capital
California
$32M
WFA
243
Wade Financial Advisory
California
$32M +$2.93M +13,520 +10%
NSIM
244
North Star Investment Management
Illinois
$31.7M +$2.34M +10,801 +8%
GFP
245
Gryphon Financial Partners
Ohio
$31.6M +$1.09M +5,000 +3%
DPIM
246
Duff & Phelps Investment Management
Illinois
$31.3M +$591K +2,725 +2%
VVP
247
Venture Visionary Partners
Ohio
$30.9M +$1.49M +6,884 +5%
CWM
248
Cornerstone Wealth Management
Missouri
$30.8M -$406K -1,871 -1%
BFWA
249
Benchmark Financial Wealth Advisors
Florida
$30.6M +$103K +474 +0.3%
HIP
250
HUB Investment Partners
Texas
$30.6M +$4.54M +20,903 +18%

VTI Hedge Fund Activity: Q2 2021 in Review

1,865 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q2 2021, worth a combined $76B — up 13% from $67.4B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VTI positions and 57 closed out — a net gain of 73 holders — while 850 added to existing stakes and 614 trimmed.

The largest buyer was Weitzel Financial Services, adding an estimated $536M. The largest seller was Financial Perspectives, cutting an estimated $104M.

  • 1,865 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q2 2021, up from 1,820 in Q1 2021.
  • Funds reported $76B of Vanguard Morningstar Total Stock Market ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 130 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q2 2021 and 57 closed out, a net change of +73 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $536M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q2 2021 was Financial Perspectives, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2021.