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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
SWM
601
Southern Wealth Management
Texas
$6.08M -$73.6K -339 -1%
SWMG
602
Strategic Wealth Management Group
Maryland
$6.07M -$792K -3,649 -12%
SFG
603
StrategIQ Financial Group
Indiana
$6.02M -$127K -587 -2%
FNBOO
604
First National Bank of Omaha
Nebraska
$6.01M
FHA
605
First Horizon Advisors
Tennessee
$5.98M +$584K +2,690 +11%
DMC
606
Drexel Morgan & Co
Pennsylvania
$5.94M -$22.8K -105 -0.4%
LWMT
607
Legacy Wealth Management (Tennessee)
Tennessee
$5.9M -$55.1K -254 -0.9%
WAOI
608
Wealth Advisors of Iowa
Iowa
$5.89M +$463K +2,134 +9%
MC
609
Mathes Company
New York
$5.82M -$21.7K -100 -0.4%
NL
610
NWAM LLC
Washington
$5.81M -$149K -686 -3%
CS
611
Credit Suisse
Switzerland
$5.81M +$5.07M +23,345 +850%
MFA
612
Mayflower Financial Advisors
Massachusetts
$5.8M +$223K +1,026 +4%
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$5.7M +$348K +1,602 +7%
Koshinski Asset Management
614
Koshinski Asset Management
Illinois
$5.69M -$683K -3,148 -11%
SPIO
615
Seven Post Investment Office
California
$5.67M -$113K -519 -2%
SCA
616
Strategic Capital Advisers
Colorado
$5.63M -$868K -4,000 -14%
LSA
617
L & S Advisors
California
$5.62M -$1.08K -5 -0%
CW
618
CreativeOne Wealth
Kansas
$5.58M +$1.92M +8,827 +54%
WA1
619
Wimmer Associates 1
California
$5.55M -$35.8K -165 -0.7%
AF
620
Advisornet Financial
Minnesota
$5.54M -$39.5K -182 -0.7%
MWM
621
Modera Wealth Management
New Jersey
$5.51M -$14.3K -66 -0.3%
TFS
622
Thoroughbred Financial Services
Tennessee
$5.46M +$431K +1,985 +9%
5L
623
55I LLC
Massachusetts
$5.44M +$2.87M +13,208 +118%
CHJWM
624
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.43M +$96.8K +446 +2%
NOI
625
Newton One Investments
Delaware
$5.36M +$1.69M +7,765 +48%

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.