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Vanguard Morningstar Total Stock Market ETF

1,820 hedge funds and large institutions have $67.4B invested in Vanguard Morningstar Total Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 809 increasing their positions, 647 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,004% more call options, than puts

Call options by funds: $3.01B | Put options by funds: $96.9M

99% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 67

25% more repeat investments, than reductions

Existing positions increased: 809 | Existing positions reduced: 647

9% more capital invested

Capital invested by funds: $61.9B → $67.4B (+$5.49B)

5% more funds holding in top 10

Funds holding in top 10: 381399 (+18)

3% more funds holding

Funds holding: 1,7721,820 (+48)

0.67% less ownership

Funds ownership: 30.97%30.3% (-0.67%)

Holders
1,820
Holders Change
+48
Holders Change %
+2.71%
% of All Funds
31.95%
Holding in Top 10
399
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+4.72%
% of All Funds
7%
New
133
Increased
809
Reduced
647
Closed
67
Calls
$3.01B
Puts
$96.9M
Net Calls
+$2.91B
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$462M +$3.64M +18,010 +0.8%
Ameriprise
27
Ameriprise
Minnesota
$432M +$15.1M +74,518 +4%
WCM
28
Wealthcare Capital Management
Virginia
$430M -$19.7M -97,265 -4%
Truist Financial
29
Truist Financial
North Carolina
$411M +$108M +533,992 +37%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$404M +$392K +1,939 +0.1%
Citigroup
31
Citigroup
New York
$403M -$8.57M -42,352 -2%
NHAS
32
Novo Holdings A/S
Denmark
$400M
MIS
33
Morningstar Investment Services
Illinois
$399M -$3.18M -15,712 -0.8%
PS
34
Portfolio Solutions
Michigan
$386M +$451K +2,229 +0.1%
JP Morgan Chase
35
JP Morgan Chase
New York
$380M +$28.8M +142,228 +8%
SFA
36
Sequoia Financial Advisors
Ohio
$376M +$21.6M +106,518 +6%
SF
37
Summit Financial
New Jersey
$368M -$2.81M -13,886 -0.8%
BOH
38
Bank of Hawaii
Hawaii
$355M +$4.05K +20 +0%
CM
39
Churchill Management
California
$326M -$3.54M -17,477 -1%
BCI
40
Brinker Capital Investments
Pennsylvania
$294M -$278M -1,372,825 -49%
State of Tennessee, Department of Treasury
41
State of Tennessee, Department of Treasury
Tennessee
$292M -$9.3M -45,958 -3%
PPA
42
Parametric Portfolio Associates
Washington
$289M -$4.26M -21,044 -1%
Goldman Sachs
43
Goldman Sachs
New York
$289M -$6.44M -31,823 -2%
PCA
44
Personal Capital Advisors
California
$284M +$8.08M +39,923 +3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$281M -$12.6M -62,178 -4%
Charles Schwab
46
Charles Schwab
California
$280M -$48.1M -237,901 -15%
LNC
47
Lincoln National Corp
Pennsylvania
$278M +$3.31M +16,360 +1%
IL
48
Investure LLC
Virginia
$270M -$19.3M -95,304 -7%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$258M +$8.92M +44,086 +4%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$249M +$6.46M +31,915 +3%

VTI Hedge Fund Activity: Q1 2021 in Review

1,820 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q1 2021, worth a combined $67.4B — up 8.9% from $61.9B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new VTI positions and 67 closed out — a net gain of 66 holders — while 809 added to existing stakes and 647 trimmed.

The largest buyer was Vanguard Group, adding an estimated $438M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $370M.

  • 1,820 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q1 2021, up from 1,772 in Q4 2020.
  • Funds reported $67.4B of Vanguard Morningstar Total Stock Market ETF stock for Q1 2021, up 8.9% quarter-over-quarter.
  • 133 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q1 2021 and 67 closed out, a net change of +66 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q1 2021 was Vanguard Group, an estimated $438M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q1 2021 was Provida Pension Fund Administrator, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2021.