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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
SL
501
SWMG LLC
Texas
$9.47M +$97.4K +449 +1%
EWM
502
Empirical Wealth Management
Washington
$9.42M +$2.69M +12,404 +42%
BP
503
BBR Partners
New York
$9.4M +$103K +475 +1%
BCA
504
Berman Capital Advisors
Georgia
$9.4M -$18.9K -87 -0.2%
CIC
505
Carnegie Investment Counsel
Ohio
$9.38M +$121K +556 +1%
NFG
506
Next Financial Group
Texas
$9.31M +$63.8K +294 +0.7%
CT
507
Coastline Trust
Rhode Island
$9.3M -$32.6K -150 -0.4%
IC
508
IEQ Capital
California
$9.25M +$147K +676 +2%
CGH
509
CMG Global Holdings
Texas
$9.21M +$975K +4,494 +12%
GC
510
Garde Capital
Washington
$9.12M +$66.2K +305 +0.8%
B
511
Brightworth
Georgia
$9.07M -$114K -527 -1%
Thrivent Financial for Lutherans
512
Thrivent Financial for Lutherans
Minnesota
$9.04M -$1.08M -4,996 -11%
CDIA
513
Capital Directions Investment Advisors
Georgia
$8.93M +$8.69M +40,063 New
KA
514
Klingman & Associates
New York
$8.88M +$59.2K +273 +0.7%
BRWA
515
B. Riley Wealth Advisors
Florida
$8.87M +$164K +756 +2%
RGC
516
Roberts, Glore & Co
Illinois
$8.82M -$28.9K -133 -0.3%
LK
517
Lumbard & Kellner
New Hampshire
$8.79M -$22.8K -105 -0.3%
HHRDM
518
H&H Retirement Design & Management
Nevada
$8.75M -$182K -837 -2%
PFS
519
Prospera Financial Services
Texas
$8.71M +$245K +1,129 +3%
PTC
520
Private Trust Company
Ohio
$8.69M +$708K +3,262 +9%
MFA
521
McClarren Financial Advisors
Pennsylvania
$8.69M +$2.39M +11,027 +39%
SIA
522
Sovereign Investment Advisors
Arizona
$8.67M +$19.1K +88 +0.2%
ARC
523
Advisor Resource Council
Texas
$8.61M +$8.39M +38,637 New
KFGK
524
Keystone Financial Group (Kentucky)
Kentucky
$8.59M +$673K +3,099 +9%
WA
525
Waverly Advisors
Alabama
$8.56M +$38.8K +179 +0.5%

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.