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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
GLLW
551
Graves Light Lenhart Wealth
Virginia
$7.63M +$285K +1,315 +4%
SFA
552
Source Financial Advisors
New York
$7.58M -$1.21M -5,570 -14%
WB
553
Webster Bank
Connecticut
$7.54M -$1.3M -6,000 -15%
BNP Paribas Financial Markets
554
BNP Paribas Financial Markets
France
$7.52M +$3.07M +14,140 +72%
HH
555
Hilltop Holdings
Texas
$7.45M +$27.6K +127 +0.4%
LWAC
556
Laurel Wealth Advisors (California)
California
$7.44M -$206K -947 -3%
BFPW
557
BOK Financial Private Wealth
Colorado
$7.37M -$560K -2,581 -7%
VWA
558
V Wealth Advisors
Kansas
$7.32M +$20.6K +95 +0.3%
DC
559
Derby & Company
Massachusetts
$7.29M +$30.6K +141 +0.4%
GP
560
Girard Partners
Pennsylvania
$7.27M +$3.97M +18,309 +128%
FBT
561
First Bank & Trust
South Dakota
$7.25M +$1.47M +6,765 +26%
QI
562
QS Investors
New York
$7.24M +$1.82M +8,371 +35%
BCMO
563
Buckingham Capital Management (Ohio)
Ohio
$7.22M -$253K -1,168 -3%
PCG
564
Private Capital Group
Connecticut
$7.22M +$525K +2,419 +8%
WSTAM
565
Wilbanks Smith & Thomas Asset Management
Virginia
$7.18M -$41.7K -192 -0.6%
SPC
566
Sigma Planning Corp
Michigan
$7.17M +$256K +1,181 +4%
RSWM
567
Robertson Stephens Wealth Management
California
$7.17M +$278K +1,283 +4%
TIM
568
Tortoise Investment Management
New York
$7.16M -$75.1K -346 -1%
QCG
569
Quadrant Capital Group
Ohio
$7.08M +$197K +906 +3%
VCM
570
Vivaldi Capital Management
Illinois
$7.05M +$69.4K +320 +1%
NSB
571
Norway Savings Bank
Maine
$6.98M -$168K -775 -2%
JWCA
572
J.W. Cole Advisors
Florida
$6.92M +$2.25M +10,357 +50%
MFG
573
Merit Financial Group
Georgia
$6.89M +$75.3K +347 +1%
PWA
574
Peterson Wealth Advisors
Utah
$6.82M -$147K -678 -2%
LA
575
Latitude Advisors
Florida
$6.74M +$4.76M +21,925 +264%

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.