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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
WPA
701
West Paces Advisors
Georgia
$4.38M -$153K -705 -3%
DI
702
DFPG Investments
Utah
$4.38M -$169K -780 -4%
SC
703
Sepio Capital
Utah
$4.37M +$243K +1,119 +6%
ARIS
704
Advanced Research Investment Solutions
California
$4.36M +$3.97M +18,297 +1,435%
AP
705
Arlington Partners
Alabama
$4.34M +$26.3K +121 +0.6%
MCG
706
MACRO Consulting Group
New Jersey
$4.32M +$83.3K +384 +2%
WCF
707
West Coast Financial
California
$4.31M -$10.9K -50 -0.3%
MWM
708
Merriman Wealth Management
Washington
$4.28M -$646K -2,976 -13%
CSPIA
709
Cary Street Partners Investment Advisory
Virginia
$4.27M -$214K -988 -5%
SFG
710
SageGuard Financial Group
Tennessee
$4.26M +$135K +622 +3%
IAA
711
Ironsides Asset Advisors
North Carolina
$4.26M +$399K +1,840 +11%
LWCFA
712
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.25M -$1.04M -4,798 -20%
WIC
713
Woodmont Investment Counsel
Tennessee
$4.23M +$242K +1,113 +6%
PP
714
PDS Planning
Ohio
$4.22M -$231K -1,064 -5%
ST
715
Sabal Trust
Florida
$4.21M -$10.2M -47,185 -71%
VST
716
Van Strum & Towne
California
$4.21M +$101K +466 +3%
EWM
717
Evercore Wealth Management
New York
$4.2M +$29.7K +137 +0.7%
First Manhattan
718
First Manhattan
New York
$4.14M +$56.9K +262 +1%
PA
719
Procyon Advisors
Connecticut
$4.14M +$1.07M +4,919 +36%
EWA
720
Exencial Wealth Advisors
Oklahoma
$4.13M +$1.21M +5,565 +43%
NCM
721
Next Capital Management
New York
$4.11M +$105K +486 +3%
EFSCE
722
Enterprise Financial Services Corp (EFSC)
Missouri
$4.11M +$3.31M +15,264 +480%
PFT
723
Providence First Trust
Arizona
$4.09M +$411K +1,896 +12%
RW
724
RVW Wealth
California
$4M -$66K -304 -2%
HC
725
Hoese & Co
Minnesota
$3.98M +$542K +2,497 +16%

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.