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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
RPCA
751
Running Point Capital Advisors
California
$3.64M +$4.78K +22 +0.1%
BDWCC
752
B&D White Capital Company
Texas
$3.63M +$26.3K +121 +0.7%
CIA
753
Choate Investment Advisors
Massachusetts
$3.63M +$87.5K +403 +3%
GIA
754
Guyasuta Investment Advisors
Pennsylvania
$3.62M -$2.6K -12 -0.1%
C
755
Certuity
Florida
$3.61M +$196K +903 +6%
ST
756
Smithfield Trust
Pennsylvania
$3.6M -$3.04K -14 -0.1%
EFS
757
Essex Financial Services
Connecticut
$3.6M
LIM
758
Leavell Investment Management
Alabama
$3.6M
RIG
759
Ramiah Investment Group
Wisconsin
$3.6M +$1.08M +4,956 +44%
GG
760
Gofen & Glossberg
Illinois
$3.59M -$49.7K -229 -1%
TCA
761
Transcend Capital Advisors
New Jersey
$3.58M +$684K +3,150 +24%
LFF
762
Level Four Financial
Texas
$3.52M -$109K -504 -3%
AIFAIM
763
American Institute for Advanced Investment Management
Arizona
$3.52M
HT
764
HAP Trading
New York
$3.52M +$3.42M +15,773 New
AOWM
765
Alpha Omega Wealth Management
Virginia
$3.5M -$28K -129 -0.8%
GWM
766
Greenhouse Wealth Management
Connecticut
$3.49M +$10.2K +47 +0.3%
CFP
767
Curran Financial Partners
South Carolina
$3.49M +$60.8K +280 +2%
SF
768
Symphony Financial
Texas
$3.47M +$40.6K +187 +1%
CFA
769
Carroll Financial Associates
North Carolina
$3.46M -$122K -563 -4%
APG
770
Abacus Planning Group
South Carolina
$3.43M +$1.1M +5,080 +49%
G
771
GenTrust
Florida
$3.41M +$757K +3,486 +29%
BAIA
772
Bel Air Investment Advisors
California
$3.4M
PMG
773
ProVise Management Group
Florida
$3.4M +$651 +3 +0%
FNBT
774
FineMark National Bank & Trust
Florida
$3.39M +$446K +2,053 +16%
VIP
775
Vantage Investment Partners
Missouri
$3.38M

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.