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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
FI
351
Financial Insights
Washington
$17.2M +$53.6K +247 +3%
CA
352
Cetera Advisors
Colorado
$17.1M -$3.6M -16,590 -18%
CAM
353
Cozad Asset Management
Illinois
$16.9M +$723K +3,330 +5%
CWA
354
Clarity Wealth Advisors
California
$16.9M +$394K +1,816 +2%
GWM
355
Geneos Wealth Management
Colorado
$16.9M -$46.8M -215,584 -74%
PFMU
356
Privium Fund Management (UK)
United Kingdom
$16.7M
OWP
357
Obermeyer Wealth Partners
Colorado
$16.7M -$540K -2,490 -3%
RCM
358
Rain Capital Management
Oregon
$16.5M +$285K +1,314 +2%
BCM
359
Brookstone Capital Management
Illinois
$16.5M +$3.97M +18,313 +33%
AFS
360
Annapolis Financial Services
Maryland
$16.3M +$629K +2,900 +4%
William Blair & Company
361
William Blair & Company
Illinois
$16.3M -$1.45M -6,662 -8%
EA
362
Elm Advisors
California
$16.2M +$129K +596 +0.8%
SIC
363
Sigma Investment Counselors
Michigan
$16M +$749K +3,453 +5%
AF
364
Affiance Financial
Minnesota
$16M -$345K -1,588 -2%
CI
365
Cordant Inc
Oregon
$16M +$774K +3,566 +5%
PGA
366
Portland Global Advisors
Maine
$15.9M -$259K -1,193 -2%
FDCC
367
Foster Dykema Cabot & Co
Massachusetts
$15.9M -$649K -2,990 -4%
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$15.9M -$619K -2,854 -4%
RFM
369
Royal Fund Management
Florida
$15.9M +$317K +1,461 +2%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$15.9M
IFG
371
Independent Financial Group
California
$15.7M +$582K +2,681 +4%
GRP
372
Global Retirement Partners
California
$15.7M -$663K -3,057 -4%
SFO
373
Stokes Family Office
Louisiana
$15.7M -$28.4K -131 -0.2%
WCM
374
Washburn Capital Management
Florida
$15.6M +$362K +1,666 +2%
KPCM
375
Kings Point Capital Management
New York
$15.5M -$135K -623 -0.9%

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.