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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
KL
726
KWMG LLC
Kansas
$3.98M +$18.7K +86 +0.5%
GEA
727
Glen Eagle Advisors
New Jersey
$3.97M +$102K +472 +3%
FPW
728
Flagship Private Wealth
Massachusetts
$3.97M +$1.08K +5 +0%
MAM
729
McLean Asset Management
Virginia
$3.95M -$11.1K -51 -0.3%
TFO
730
Tarbox Family Office
California
$3.94M +$868 +4 +0%
CBFP
731
Cedar Brook Financial Partners
Ohio
$3.94M +$201K +925 +6%
MWP
732
Meridian Wealth Partners
Pennsylvania
$3.93M +$47.1K +217 +1%
TIA
733
Traphagen Investment Advisors
New Jersey
$3.91M +$3.81M +17,560 New
CG
734
CFO4Life Group
Texas
$3.91M +$4.56K +21 +0.1%
GMA
735
Goldstein Munger & Associates
California
$3.9M -$10.9K -50 -0.3%
FHB
736
First Hawaiian Bank
Hawaii
$3.87M -$1.63M -7,497 -30%
CCM
737
Coldstream Capital Management
Washington
$3.87M +$2.38M +10,954 +171%
PIFP
738
Partners in Financial Planning
Virginia
$3.86M +$3.76M +17,344 New
CCWA
739
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.86M +$27.1K +125 +0.7%
JWM
740
Janiczek Wealth Management
Colorado
$3.81M -$608K -2,800 -14%
SCM
741
SOL Capital Management
Maryland
$3.79M -$323K -1,488 -8%
AI
742
Accredited Investors
Minnesota
$3.76M -$67.7K -312 -2%
FA
743
Fiducient Advisors
Illinois
$3.76M +$610K +2,809 +20%
PAM
744
Pegasus Asset Management
New York
$3.73M -$50.4K -232 -1%
HCM
745
Howland Capital Management
Massachusetts
$3.72M +$29.3K +135 +0.8%
SB
746
Strategic Blueprint
Georgia
$3.7M +$1.82M +8,392 +102%
BFA
747
Beacon Financial Advisory
Ohio
$3.69M +$685K +3,158 +24%
NC
748
NovaPoint Capital
Georgia
$3.68M -$387K -1,781 -10%
P
749
Pitcairn
Pennsylvania
$3.67M -$49.3K -227 -1%
KPW
750
Kore Private Wealth
New York
$3.65M +$821K +3,784 +30%

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.