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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
BPC
651
Banque Pictet & Cie
Switzerland
$5.07M +$749K +3,452 +18%
PNAA
652
Pictet North America Advisors
Switzerland
$5.07M +$749K +3,452 +18%
KTA
653
Keeley-Teton Advisors
Illinois
$5.06M +$710K +3,271 +17%
IIM
654
Ironwood Investment Management
Massachusetts
$5.04M +$75.5K +348 +2%
JWA
655
JFS Wealth Advisors
Pennsylvania
$5.04M +$319K +1,470 +7%
SWM
656
Stockman Wealth Management
Montana
$5.04M +$326K +1,500 +7%
CTA
657
Chesley Taft & Associates
Illinois
$5.03M +$84K +387 +2%
CA
658
CGN Advisors
Kansas
$5.01M +$268K +1,236 +6%
UBV
659
United Bank (Virginia)
Virginia
$4.99M -$66.6K -307 -1%
FC
660
Forte Capital
New York
$4.98M +$20.8K +96 +0.4%
SCM
661
Southport Capital Management
Tennessee
$4.98M -$36.7K -169 -0.8%
PFM
662
Parsec Financial Management
North Carolina
$4.96M -$207K -952 -4%
BFG
663
Beacon Financial Group
Texas
$4.95M +$328K +1,510 +7%
SHGA
664
Sand Hill Global Advisors
California
$4.94M -$170K -783 -3%
TC
665
Tenret Company
Florida
$4.94M +$4.81M +22,186 New
NHC
666
Nicholas Hoffman & Company
Georgia
$4.93M +$13.5K +62 +0.3%
MSS
667
Mitchell Sinkler & Starr
Pennsylvania
$4.93M +$363K +1,672 +8%
RCAG
668
Rehmann Capital Advisory Group
Michigan
$4.92M -$102K -472 -2%
ECM
669
Evergreen Capital Management
Washington
$4.85M +$174K +804 +4%
PO
670
Private Ocean
California
$4.84M -$368K -1,696 -7%
CMBA
671
C.M. Bidwell & Associates
Hawaii
$4.83M +$699K +3,220 +17%
CM
672
Columbus Macro
Pennsylvania
$4.81M +$149K +686 +3%
CA
673
Continuum Advisory
Idaho
$4.8M +$1.15M +5,291 +33%
WA
674
Winfield Associates
Ohio
$4.78M -$27.1K -125 -0.6%
JWBC
675
John W. Brooker & Co
California
$4.78M -$38K -175 -0.8%

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.