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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
BWA
426
Bordeaux Wealth Advisors
California
$12.7M +$868 +4 +0%
PWM
427
Perigon Wealth Management
California
$12.7M +$620K +2,857 +5%
NP
428
NorthRock Partners
Minnesota
$12.5M -$158K -730 -1%
LA
429
LexAurum Advisors
Kansas
$12.5M -$23.7K -109 -0.2%
SWM
430
SigFig Wealth Management
California
$12.5M -$489K -2,251 -4%
RMAM
431
Raab & Moskowitz Asset Management
New Jersey
$12.4M -$68.8K -317 -0.6%
HSBC Holdings
432
HSBC Holdings
United Kingdom
$12.3M -$698K -3,215 -5%
WWM
433
Western Wealth Management
Colorado
$12.3M +$3.26M +15,021 +37%
ACM
434
Ashford Capital Management
Delaware
$12.2M +$148K +681 +1%
SFG
435
SNS Financial Group
Minnesota
$12.1M -$889K -4,097 -7%
AIC
436
Ameritas Investment Company
Nebraska
$12.1M -$1.32M -6,080 -16%
APA
437
Allegiant Private Advisors
Florida
$12.1M -$279K -1,286 -2%
DBRC
438
D.B. Root & Company
Pennsylvania
$12M -$142K -654 -1%
BBPWM
439
Blue Bell Private Wealth Management
Pennsylvania
$12M +$1.98M +9,136 +20%
FTA
440
Financial & Tax Architects
Missouri
$12M +$507K +2,338 +5%
BL
441
BFSG LLC
California
$11.9M -$1.18M -5,451 -9%
CHAM
442
Clear Harbor Asset Management
Connecticut
$11.9M +$964K +4,443 +9%
KPWS
443
Kestra Private Wealth Services
Texas
$11.9M +$280K +1,288 +2%
LFS
444
Legacy Financial Strategies
Kansas
$11.9M +$87.5K +403 +0.8%
CT
445
Cambridge Trust
Massachusetts
$11.8M -$602K -2,772 -5%
B
446
Bridgeworth
Alabama
$11.7M -$343K -1,582 -3%
SWIG
447
Strategic Wealth Investment Group
Kentucky
$11.5M +$1.88M +8,667 +20%
CFGS
448
Concourse Financial Group Securities
Alabama
$11.5M +$87K +401 +0.7%
SPIA
449
Strategic Point Investment Advisors
Rhode Island
$11.5M -$442K -2,035 -4%
AIP
450
Almanack Investment Partners
Pennsylvania
$11.5M -$4.07M -18,766 -27%

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.