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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
SEM
301
Strategic Equity Management
Arizona
$23.4M +$617K +2,843 +3%
DWMG
302
DB Wealth Management Group
California
$23.3M +$318K +1,464 +1%
TCM
303
Telos Capital Management
California
$23.2M +$181K +836 +0.8%
SJL
304
Shayne & Jacobs LLC
Tennessee
$23M -$1.26M -5,794 -5%
AWM
305
AllSquare Wealth Management
New York
$23M -$218K -1,006 -1%
BFS
306
Beacon Financial Strategies
North Carolina
$22.9M +$22.3M +102,559 New
PFPT
307
Pinnacle Financial Partners (Tennessee)
Tennessee
$22.8M -$93.3K -430 -0.4%
PWA
308
Pinnacle Wealth Advisors
Tennessee
$22.8M +$22.2M +102,290 New
UR
309
USCA RIA
Texas
$22.4M +$956K +4,403 +5%
FT
310
Fiduciary Trust
Massachusetts
$22.1M -$306K -1,410 -1%
FAIM
311
Financial Advocates Investment Management
Washington
$21.6M +$78.8K +363 +0.4%
MPW
312
Monterey Private Wealth
California
$21.6M +$1.64M +7,575 +8%
DT
313
Diversified Trust
Tennessee
$21.4M -$2.64M -12,186 -11%
RFA
314
Radnor Financial Advisors
Pennsylvania
$21.3M +$14M +64,628 +209%
GDP
315
Great Diamond Partners
Maine
$21.3M -$2.7M -12,436 -12%
CCA
316
Cobblestone Capital Advisors
New York
$21.1M -$1.51M -6,942 -7%
Allianz Asset Management
317
Allianz Asset Management
Germany
$21.1M -$7.08M -32,642 -26%
EPWM
318
Essex Private Wealth Management
Massachusetts
$21M +$1.5M +6,924 +8%
AssetMark Inc
319
AssetMark Inc
California
$20.8M +$2.03M +9,337 +11%
WRTC
320
Wind River Trust Company
Wyoming
$20.7M -$542K -2,497 -3%
K
321
Kemper
Illinois
$20.7M -$370K -1,707 -2%
NG
322
Northstar Group
New York
$20.6M +$457K +2,104 +2%
NEPWA
323
New England Private Wealth Advisors
Massachusetts
$20.5M +$246K +1,133 +1%
UOMF
324
University of Massachusetts Foundation
Massachusetts
$20.4M
EFG
325
Everhart Financial Group
Ohio
$20.2M +$761K +3,506 +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.