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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
LCM
401
Liberty Capital Management
Michigan
$14M +$2.17M +9,979 +19%
JIC
402
JRM Investment Counsel
Nebraska
$14M +$592K +2,729 +5%
RWA
403
Ropes Wealth Advisors
Massachusetts
$13.9M +$470K +2,166 +4%
PFA
404
Professional Financial Advisors
Nebraska
$13.9M +$108K +496 +0.8%
IFG
405
Investors Financial Group
Minnesota
$13.9M -$337K -1,555 -2%
SAM
406
Silvercrest Asset Management
New York
$13.8M -$2.99M -13,778 -18%
PHAM
407
Palisades Hudson Asset Management
Florida
$13.6M +$217 +1 +0%
FCH
408
Freestone Capital Holdings
Washington
$13.5M +$854K +3,937 +7%
FPCG
409
Fort Pitt Capital Group
Pennsylvania
$13.5M +$5.84M +26,927 +80%
Lido Advisors
410
Lido Advisors
California
$13.4M -$285K -1,311 -2%
CAMG
411
CWA Asset Management Group
Florida
$13.3M +$133K +613 +1%
ICG
412
InterOcean Capital Group
Tennessee
$13.3M -$1.05M -4,832 -7%
CM
413
Cornerstone Management
Georgia
$13.3M
NWM
414
Northwest Wealth Management
Iowa
$13.2M -$281K -1,294 -2%
State Street
415
State Street
Massachusetts
$13.2M -$94.8K -437 -0.7%
AWS
416
AJ Wealth Strategies
New York
$13.1M +$4.33M +19,949 +51%
KTC
417
Kistler-Tiffany Companies
Pennsylvania
$13.1M -$167K -770 -1%
IWM
418
IHT Wealth Management
Illinois
$13.1M +$140K +646 +1%
CIAS
419
CBIZ Investment Advisory Services
Ohio
$13.1M
CA
420
Cambridge Advisors
Nebraska
$13M -$87.2K -402 -0.7%
MECA
421
Miller Equity Capital Advisors
Texas
$13M -$232K -1,070 -2%
LNB
422
Ledyard National Bank
$13M -$3.1M -14,297 -20%
MA
423
MJP Associates
Connecticut
$13M -$89.8K -414 -0.7%
CNBT
424
Cornerstone National Bank & Trust
Illinois
$12.9M -$174K -804 -1%
FHC
425
First Horizon Corporation
Tennessee
$12.9M +$118K +542 +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.