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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
US Bancorp
26
US Bancorp
Minnesota
$523M -$7.08M -32,634 -1%
MIS
27
Morningstar Investment Services
Illinois
$501M +$67M +308,542 +16%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$470M +$33.6M +154,709 +8%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$467M +$194M +893,913 +74%
WCM
30
Wealthcare Capital Management
Virginia
$448M -$15.5M -71,542 -3%
TI
31
Truepoint Inc
Ohio
$437M -$73.8M -339,883 -15%
Truist Financial
32
Truist Financial
North Carolina
$436M -$6.9M -31,794 -2%
NHAS
33
Novo Holdings A/S
Denmark
$431M
PS
34
Portfolio Solutions
Michigan
$413M -$13.5M -62,404 -3%
JP Morgan Chase
35
JP Morgan Chase
New York
$411M +$1.09M +5,040 +0.3%
Citigroup
36
Citigroup
New York
$393M -$40.5M -186,393 -10%
SFA
37
Sequoia Financial Advisors
Ohio
$388M -$16.6M -76,519 -4%
SF
38
Summit Financial
New Jersey
$387M -$9.93M -45,773 -3%
BOH
39
Bank of Hawaii
Hawaii
$378M -$4.59M -21,143 -1%
CM
40
Churchill Management
California
$359M +$7.02M +32,363 +2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$325M +$22M +101,566 +7%
Goldman Sachs
42
Goldman Sachs
New York
$320M +$8.45M +38,924 +3%
PPA
43
Parametric Portfolio Associates
Washington
$311M -$351K -1,616 -0.1%
PCA
44
Personal Capital Advisors
California
$310M +$3.17M +14,616 +1%
BCI
45
Brinker Capital Investments
Pennsylvania
$307M -$8.81M -40,577 -3%
State of Tennessee, Department of Treasury
46
State of Tennessee, Department of Treasury
Tennessee
$306M -$9.12M -42,010 -3%
LNC
47
Lincoln National Corp
Pennsylvania
$300M +$488K +2,249 +0.2%
Charles Schwab
48
Charles Schwab
California
$299M -$2.81M -12,965 -1%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$293M +$14.9M +68,750 +6%
IL
50
Investure LLC
Virginia
$282M -$9.19M -42,362 -3%

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.