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Vanguard Morningstar Total Stock Market ETF
VTI

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: 1,820 → 1,865 (+45)

1% more funds holding in top 10

Funds holding in top 10: 399 → 401 (+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

Top Buyers

Rank Fund Capital Flow
1
WFS
Weitzel Financial Services
Iowa
+$536M
2
RIM
Rakuten Investment Management
Japan
+$451M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$360M
4
Betterment LLC
Betterment LLC
New York
+$300M
5
PPFA
Provida Pension Fund Administrator
Chile
+$208M

Top Sellers

Rank Fund Capital Flow
1
FP
Financial Perspectives
Minnesota
-$104M
2
TI
Truepoint Inc
Ohio
-$73.8M
3
Jane Street
Jane Street
New York
-$55.3M
4
Creative Planning
Creative Planning
Kansas
-$54.1M
5
GWM
Geneos Wealth Management
Colorado
-$46.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
51
Vista Capital Partners
Oregon
$246M +$1.67M +7,708 +0.7%
EI
52
Ellevest Inc
New York
$232M +$21.9M +100,956 +11%
PPFA
53
Provida Pension Fund Administrator
Chile
$223M +$208M +960,101 +2,433%
ST
54
Sageworth Trust
Pennsylvania
$222M +$2.6M +11,999 +1%
AUIM
55
Aegon USA Investment Management
Iowa
$217M +$4.09M +18,853 +2%
FG
56
Foster Group
Iowa
$216M +$12.3M +56,573 +6%
SI
57
Stephens Inc
Arkansas
$214M +$4.47M +20,589 +2%
Brown Advisory
58
Brown Advisory
Maryland
$209M -$15.4M -70,919 -7%
GC
59
Gibson Capital
Pennsylvania
$207M -$2.08M -9,599 -1%
HH
60
Hernani Holdings
Wyoming
$204M -$39.2M -180,690 -17%
PAG
61
Private Advisor Group
New Jersey
$203M +$5.62M +25,911 +3%
TF
62
TIAA FSB
Florida
$201M -$2.93M -13,515 -1%
FBFS
63
First Business Financial Services
Wisconsin
$200M +$5.54M +25,537 +3%
OIM
64
Opus Investment Management
Massachusetts
$199M +$130K +600 +0.1%
GEM
65
Global Endowment Management
North Carolina
$196M -$17.3M -79,500 -8%
HighTower Advisors
66
HighTower Advisors
Illinois
$187M +$5.13M +23,632 +3%
WANY
67
Wealthspire Advisors (New York)
New York
$186M -$10.3M -47,330 -5%
RWM
68
Ritholtz Wealth Management
New York
$185M -$683K -3,146 -0.4%
Victory Capital Management
69
Victory Capital Management
Texas
$179M +$56M +257,862 +47%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$177M +$161M +741,896 +1,405%
PIMG
71
Patriot Investment Management Group
Tennessee
$176M +$3.14M +14,491 +2%
TI
72
Tidal Investments
Wisconsin
$173M +$597K +2,752 +0.4%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$165M +$7.72M +35,570 +5%
TWM
74
Tanglewood Wealth Management
Texas
$161M +$2.6M +11,975 +2%
CCM
75
Carlson Capital Management
Minnesota
$160M +$4.29M +19,775 +3%
1 2
3
4 5

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.