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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
CAG
326
Compass Advisory Group
New York
$20.1M -$1.26M -5,810 -6%
CL
327
Choreo LLC
Illinois
$20M +$16.3K +75 +0.1%
MIAN
328
Mariner Independent Advisor Network
Kansas
$19.9M +$258K +1,191 +1%
HR
329
Howe & Rusling
New York
$19.6M -$543K -2,504 -3%
ASN
330
Advisory Services Network
Georgia
$19.3M +$1.71M +7,902 +10%
CGA
331
Crescent Grove Advisors
Illinois
$19.1M +$7.48M +34,448 +67%
OAJ
332
Ogorek Anthony Joseph
New York
$18.9M +$34.5K +159 +0.2%
Deutsche Bank
333
Deutsche Bank
Germany
$18.7M +$8.22M +37,853 +82%
RIM
334
Rockbridge Investment Management
New York
$18.7M +$9.55K +44 +0.1%
EWA
335
EP Wealth Advisors
California
$18.6M +$1.38M +6,381 +8%
CFS
336
Cannon Financial Strategists
Georgia
$18.6M +$733K +3,379 +4%
DWT
337
Dorsey & Whitney Trust
South Dakota
$18.3M -$734K -3,381 -4%
IA
338
IFG Advisory
Georgia
$18.3M -$90.5K -417 -0.5%
SPIA
339
Steward Partners Investment Advisory
New York
$18.3M -$5.45M -25,106 -23%
WOSD
340
WFA of San Diego
California
$18.2M +$257K +1,184 +1%
RCS
341
Retirement Capital Strategies
California
$18.2M +$15M +69,196 +560%
TFGT
342
TS Financial Group (TSFG)
Illinois
$18.1M +$707K +3,258 +4%
RWML
343
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$17.8M +$652K +3,003 +4%
SWM
344
Sanctuary Wealth Management
Idaho
$17.7M -$682K -3,143 -4%
M&T Bank
345
M&T Bank
New York
$17.7M +$167K +770 +1%
Citadel Advisors
346
Citadel Advisors
Florida
$17.5M +$17.1M +78,701 New
OIA
347
OneDigital Investment Advisors
Kansas
$17.5M +$827K +3,810 +5%
IWC
348
Integrated Wealth Concepts
Massachusetts
$17.4M -$2.26M -10,395 -12%
SBL
349
Sargent Bickham Lagudis
Colorado
$17.3M +$354K +1,629 +2%
JA
350
JVL Associates
Michigan
$17.3M -$3.91K -18 -0%

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.