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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
BA
626
Bristlecone Advisors
Washington
$5.35M +$379K +1,746 +8%
HA
627
Harfst & Associates
Wyoming
$5.33M +$250K +1,153 +5%
RIA
628
Regal Investment Advisors
Michigan
$5.33M +$5.19M +23,908 New
WCM
629
WealthBridge Capital Management
Ohio
$5.32M +$566K +2,609 +12%
C
630
Clearshares
New York
$5.29M +$64.2K +296 +1%
MF
631
Montis Financial
Massachusetts
$5.29M +$316K +1,455 +7%
RJT
632
Raymond James Trust
Florida
$5.28M -$515K -2,372 -9%
S
633
SignatureFD
Georgia
$5.27M
Fisher Asset Management
634
Fisher Asset Management
Washington
$5.26M -$626K -2,886 -11%
WF
635
WoodTrust Financial
Wisconsin
$5.25M -$141K -650 -3%
CFIA
636
Cantor Fitzgerald Investment Advisors
New York
$5.25M -$128K -592 -2%
GIA
637
Gladstone Institutional Advisory
Florida
$5.21M -$85.9K -396 -2%
AHC
638
Anderson Hoagland & Co
Missouri
$5.2M -$1.37M -6,290 -21%
DY
639
Dowling & Yahnke
California
$5.18M +$55.1K +254 +1%
SRC
640
Sage Rhino Capital
California
$5.17M +$122K +562 +2%
Millennium Management
641
Millennium Management
New York
$5.14M -$10.5M -48,436 -68%
SG
642
StoneX Group
New York
$5.14M +$311K +1,431 +7%
SAM
643
SignalPoint Asset Management
Missouri
$5.14M +$98.1K +452 +2%
FWM
644
Fairhaven Wealth Management
Illinois
$5.11M +$17.4K +80 +0.4%
ACA
645
Atlas Capital Advisors
Wyoming
$5.11M -$56.6K -261 -1%
Natixis Advisors
646
Natixis Advisors
Massachusetts
$5.1M +$2.05M +9,444 +70%
CAGAS
647
Capital Advisory Group Advisory Services
Minnesota
$5.09M -$168K -774 -3%
MWM
648
Moulton Wealth Management
Washington
$5.09M -$2.2M -10,119 -31%
WPW
649
Waldron Private Wealth
Pennsylvania
$5.08M +$137K +630 +3%
PBF
650
Petix & Botte Financial
California
$5.07M -$127K -585 -3%

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.