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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
HCC
476
Hirtle Callaghan & Co
Pennsylvania
$10.4M +$10.1M +46,594 +32,134%
IF
477
IRON Financial
Illinois
$10.4M -$112K -515 -1%
ABC
478
Associated Banc-Corp
Wisconsin
$10.4M +$729K +3,359 +8%
NFP
479
Novak Financial Planning
Maryland
$10.3M +$3.34M +15,399 +50%
CWM
480
Connecticut Wealth Management
Connecticut
$10.2M -$965K -4,446 -9%
WFWM
481
Wechter Feldman Wealth Management
New Jersey
$10.2M +$675K +3,109 +7%
MHS
482
M Holdings Securities
Oregon
$10.2M -$86.4K -398 -0.9%
AC
483
Applied Capital
Arkansas
$10.2M +$383K +1,765 +4%
TM
484
Titan Managers
Arizona
$10.1M
NEGWA
485
New England Guild Wealth Advisors
Connecticut
$10.1M -$529K -2,436 -5%
BPB
486
Badgley, Phelps & Bell
Washington
$10.1M -$77.7K -358 -0.8%
NIA
487
NIA Impact Advisors
California
$9.9M
WS
488
Wedbush Securities
California
$9.88M -$950K -4,378 -9%
OC
489
Oppenheimer & Co
New York
$9.85M +$462K +2,130 +5%
LCS
490
Levin Capital Strategies
New York
$9.83M +$2.49M +11,452 +35%
DBT
491
Dubuque Bank & Trust
Iowa
$9.76M -$638K -2,940 -6%
AL
492
Aspiriant LLC
California
$9.73M +$127K +587 +1%
AAP
493
Arax Advisory Partners
Colorado
$9.67M +$9.42M +43,385 New
PA
494
PFG Advisors
Arizona
$9.64M -$140K -645 -1%
VCM
495
Versant Capital Management
Arizona
$9.62M -$30.8K -142 -0.3%
HCMT
496
Highland Capital Management (Tennessee)
Tennessee
$9.57M -$2.49M -11,456 -21%
RMDI
497
R.M. Davis Inc
Maine
$9.55M +$1.09M +5,013 +13%
LRIA
498
Leonard Rickey Investment Advisors
Washington
$9.53M +$588K +2,709 +7%
IWP
499
Icon Wealth Partners
Texas
$9.52M -$2.71M -12,490 -23%
BAM
500
Baldrige Asset Management
Pennsylvania
$9.49M +$67.1K +309 +0.7%

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.