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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
HFA
576
Hoover Financial Advisors
Pennsylvania
$6.74M +$868 +4 +0%
GJIC
577
Gamble Jones Investment Counsel
California
$6.73M -$273K -1,260 -4%
TP
578
Truvvo Partners
New York
$6.72M
LJHT
579
Laurie J. Hall Trustee
$6.71M
CFM
580
Comprehensive Financial Management
California
$6.69M +$631K +2,909 +11%
AB
581
Atlas Brown
Kentucky
$6.65M +$33.4K +154 +0.5%
LFAS
582
Level Four Advisory Services
Texas
$6.64M -$225K -1,037 -3%
CST
583
Charles Schwab Trust
Nevada
$6.61M -$62.5K -288 -1%
WMA
584
Wealth Management Associates
New Jersey
$6.58M -$33.4K -154 -0.5%
CANC
585
Culbertson A N & Co
Virginia
$6.58M +$56.6K +261 +0.9%
CFO
586
CVA Family Office
Colorado
$6.58M +$381K +1,754 +6%
GVAG
587
Great Valley Advisor Group
Delaware
$6.46M +$3.31M +15,270 +111%
WT
588
Washington Trust
Rhode Island
$6.42M +$84.6K +390 +1%
BFO
589
Boston Family Office
Massachusetts
$6.42M +$376K +1,732 +6%
VPIM
590
Vanguard Personalized Indexing Management
California
$6.41M
MPWT
591
MassMutual Private Wealth & Trust
Connecticut
$6.4M +$219K +1,011 +4%
MFC
592
Miramar Fiduciary Corp
Nevada
$6.4M
CWA
593
Clarus Wealth Advisors
Arizona
$6.39M +$952K +4,385 +18%
SFFS
594
Stonehage Fleming Financial Services
Jersey
$6.39M -$46.4K -214 -0.7%
SAM
595
S.A. Mason
Michigan
$6.33M +$109K +504 +2%
CIBC World Market
596
CIBC World Market
Ontario, Canada
$6.31M +$542K +2,498 +10%
AWA
597
Arkadios Wealth Advisors
Georgia
$6.25M +$498K +2,296 +9%
AA
598
Ancora Advisors
Ohio
$6.24M -$149K -685 -2%
WCG
599
Weaver Consulting Group
California
$6.2M +$521K +2,402 +9%
VC
600
Vicus Capital
Pennsylvania
$6.15M -$80.7K -372 -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.