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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
KWP
776
Keystone Wealth Partners
Arizona
$3.37M +$1.78M +8,216 +119%
SLT
777
St Louis Trust
Missouri
$3.35M -$466K -2,145 -12%
BCPWM
778
Bradley & Co Private Wealth Management
Florida
$3.35M +$48.8K +225 +2%
KBFS
779
Kohmann Bosshard Financial Services
Ohio
$3.33M -$49.3K -227 -1%
W
780
WealthOne
New York
$3.31M +$85.5K +394 +3%
TI
781
tru Independence
Oregon
$3.3M +$401K +1,846 +14%
VAM
782
Verity Asset Management
North Carolina
$3.29M +$57.7K +266 +2%
SBH
783
Segall Bryant & Hamill
Illinois
$3.28M +$414K +1,907 +15%
RHBC
784
R.H. Bluestein & Co
Michigan
$3.25M +$327K +1,506 +12%
SFP
785
Strategic Financial Planning
Texas
$3.24M -$46K -212 -1%
TF
786
TimeScale Financial
Massachusetts
$3.23M -$49.5K -228 -2%
BIM
787
Barton Investment Management
Pennsylvania
$3.17M
MWM
788
Madison Wealth Management
Ohio
$3.16M -$655K -3,016 -18%
LIG
789
Lokken Investment Group
Delaware
$3.15M -$21.5K -99 -0.7%
OCM
790
One Capital Management
California
$3.14M +$115K +530 +4%
BDF
791
Balasa Dinverno & Foltz
$3.11M
HIA
792
Harbor Investment Advisory
Maryland
$3.1M +$204K +940 +7%
DDPIC
793
Deroy & Devereaux Private Investment Counsel
Michigan
$3.1M +$144K +665 +5%
SWM
794
SeaCrest Wealth Management
New York
$3.09M -$1.07M -4,917 -26%
MAM
795
Marotta Asset Management
Virginia
$3.08M -$439K -2,023 -13%
CBT
796
Capital Bank & Trust
California
$3.07M -$432K -1,989 -13%
TLCM
797
Twin Lakes Capital Management
California
$3.07M -$240K -1,105 -7%
OSAM
798
O'Shaughnessy Asset Management
Connecticut
$3.06M +$728K +3,353 +32%
BFG
799
Bouchey Financial Group
New York
$3.06M +$80.3K +370 +3%
PIP
800
Peachtree Investment Partners
Florida
$3.04M -$16.9K -78 -0.6%

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.