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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
TPCW
526
TD Private Client Wealth
New York
$8.56M -$1.24M -5,701 -13%
BOS
527
Bingham Osborn & Scarborough
California
$8.52M -$112K -517 -1%
SFWA
528
Summit Financial Wealth Advisors
Louisiana
$8.52M -$434K -2,001 -5%
MA
529
Mutual Advisors
Nebraska
$8.45M +$895K +4,122 +12%
Barclays
530
Barclays
United Kingdom
$8.45M +$2.82M +12,980 +52%
FRA
531
Frank Rimerman Advisors
California
$8.33M
IA
532
IFP Advisors
Florida
$8.32M +$1.4M +6,436 +21%
SCG
533
Sonata Capital Group
Washington
$8.31M -$9.55K -44 -0.1%
AWA
534
ARQ Wealth Advisors
Arizona
$8.17M -$217 -1 -0%
Two Sigma Investments
535
Two Sigma Investments
New York
$8.15M -$37.8M -174,200 -83%
SWM
536
Spire Wealth Management
Virginia
$8.1M -$793K -3,655 -9%
CIAS
537
Capital Investment Advisory Services
North Carolina
$8.08M -$215K -991 -3%
HL
538
HeadInvest LLC
Maine
$8.03M -$25.4K -117 -0.3%
DAS
539
Dynamic Advisor Solutions
Arizona
$8.01M +$798K +3,677 +11%
ML
540
McAdam LLC
Pennsylvania
$8.01M +$76K +350 +1%
SFS
541
Sowell Financial Services
Arkansas
$7.92M -$37.6M -173,189 -83%
LWM
542
Liberty Wealth Management
California
$7.87M -$66K -304 -0.8%
SIM
543
Symetra Investment Management
Connecticut
$7.86M +$5.15M +23,749 +206%
PCA
544
Pallas Capital Advisors
Massachusetts
$7.8M +$7.46M +34,387 New
SMA
545
Sage Mountain Advisors
Georgia
$7.8M +$283K +1,304 +4%
AAM
546
Autus Asset Management
Arizona
$7.75M -$518K -2,389 -6%
CWC
547
Carolinas Wealth Consulting
North Carolina
$7.72M +$252K +1,161 +3%
KA
548
Kovack Advisors
Florida
$7.72M +$176K +810 +2%
PTC
549
Philadelphia Trust Company
Pennsylvania
$7.7M -$10.9K -50 -0.1%
ACM
550
Azimuth Capital Management
Michigan
$7.7M +$94.6K +436 +1%

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.