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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
JCM
276
Jacobi Capital Management
Pennsylvania
$26.5M -$64.5K -297 -0.2%
PFA
277
Pure Financial Advisors
California
$26.4M +$20.8K +96 +0.1%
PA
278
Parallel Advisors
California
$26.4M +$858K +3,953 +3%
GPWA
279
Great Point Wealth Advisors
Massachusetts
$26.2M -$971K -4,474 -4%
CIA
280
Compass Ion Advisors
Pennsylvania
$26.2M +$2.32M +10,693 +10%
FFG
281
Ford Financial Group
California
$26.1M -$53.8K -248 -0.2%
JIP
282
JBJ Investment Partners
South Carolina
$25.9M +$497K +2,288 +2%
MSFS
283
Main Street Financial Solutions
Pennsylvania
$25.7M -$74.7K -344 -0.3%
MHR
284
Matthew Hamilton Rosenberg
$25.6M +$230K +1,059 +0.9%
EA
285
Efficient Advisors
Ohio
$25.6M +$3.88M +17,882 +18%
FCI
286
Financial Counselors Inc
Kansas
$25.2M -$1.9M -8,732 -7%
FPB
287
First PREMIER Bank
South Dakota
$25M +$6.53M +30,086 +37%
MWM
288
MorganRosel Wealth Management
Colorado
$24.8M +$2.01M +9,283 +9%
SFC
289
SYM Financial Corp
Indiana
$24.7M -$959K -4,420 -4%
VWA
290
VERITY Wealth Advisors
United States
$24.5M -$3.78M -17,406 -14%
AI
291
Atria Investments
North Carolina
$24.5M -$443K -2,043 -2%
BI
292
Blooom Inc
Kansas
$24.5M +$267K +1,230 +1%
BAM
293
Belpointe Asset Management
Nevada
$24.4M +$2.1M +9,685 +10%
NA
294
NewEdge Advisors
Louisiana
$24.4M -$3.23M -14,870 -12%
BC
295
Bartlett & Co
Ohio
$24.3M +$57.3K +264 +0.2%
BCWM
296
Bartlett & Co Wealth Management
Ohio
$24.3M +$57.3K +264 +0.2%
HSA
297
HBK Sorce Advisory
Pennsylvania
$24.1M -$898K -4,138 -4%
CAM
298
Cresset Asset Management
Illinois
$23.7M +$19.8M +91,333 +599%
VFA
299
Valeo Financial Advisors
Indiana
$23.7M -$422K -1,944 -2%
AllianceBernstein
300
AllianceBernstein
Tennessee
$23.5M +$2.52M +11,600 +12%

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.