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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
AAS
251
Avantax Advisory Services
Texas
$30.6M +$1.35M +6,227 +5%
OPWM
252
Oakwell Private Wealth Management
Texas
$30.1M +$6.02M +27,730 +26%
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
$30M +$5.8M +26,748 +25%
GBI
254
GP Brinson Investments
Illinois
$30M +$1.11M +5,095 +4%
ECG
255
EPIQ Capital Group
California
$29.9M +$567K +2,612 +2%
HCA
256
Heck Capital Advisors
Wisconsin
$29.5M +$361K +1,664 +1%
GG
257
Gleason Group
Kentucky
$29.5M +$914K +4,213 +3%
DOA
258
D'Orazio & Associates
Virginia
$29.5M +$3.82M +17,593 +15%
CAM
259
Chandler Asset Management
California
$29.2M
AWM
260
Altus Wealth Management
Kentucky
$29.1M +$904K +4,165 +3%
Comerica Bank
261
Comerica Bank
Texas
$28.9M -$952K -4,387 -3%
PCP
262
Proficio Capital Partners
Massachusetts
$28.9M +$525K +2,417 +2%
NFG
263
Nadler Financial Group
Illinois
$28.7M +$3.13M +14,405 +13%
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$28.3M +$13.9M +64,067 +102%
FFC
265
Fure Financial Corporation
Minnesota
$27.8M -$1.71M -7,893 -6%
FFWA
266
FRG Family Wealth Advisors
Washington
$27.8M +$1.83M +8,446 +7%
IAN
267
Integrated Advisors Network
Texas
$27.6M +$18.4M +84,735 +217%
SWP
268
Stratos Wealth Partners
Ohio
$27.4M +$756K +3,482 +3%
CB
269
Commerce Bank
Missouri
$27.4M +$1.93M +8,875 +8%
PFM
270
Peak Financial Management
Massachusetts
$27.4M -$346K -1,595 -1%
HA
271
HC Advisors
Georgia
$27.3M +$478K +2,201 +2%
NS
272
Newman & Schimel
Illinois
$27.1M -$299K -1,376 -1%
BF
273
Blankinship & Foster
California
$27.1M -$799K -3,680 -3%
HI
274
Harbour Investments
Wisconsin
$26.9M +$663K +3,057 +3%
PCFFS
275
Pacific Center for Financial Services
California
$26.9M +$1.06M +4,889 +4%

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.