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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
Legacy Financial Group (Iowa)
801
Legacy Financial Group (Iowa)
Iowa
$3M -$110K -507 -4%
PI
802
Pachira Investments
California
$3M +$116K +535 +4%
BFG
803
Barber Financial Group
Kansas
$2.99M +$40.8K +188 +1%
IGGA
804
Iron Gate Global Advisors
Utah
$2.98M +$3.69K +17 +0.1%
AWM
805
Altavista Wealth Management
North Carolina
$2.98M -$56.4K -260 -2%
GKWIM
806
Gerber Kawasaki Wealth & Investment Management
California
$2.98M +$1.82M +8,371 +167%
Franklin Resources
807
Franklin Resources
California
$2.98M -$188K -865 -6%
CPIA
808
Cornell Pochily Investment Advisors
New York
$2.97M +$142K +655 +5%
FFA
809
Fi3 Financial Advisors
Indiana
$2.96M +$555K +2,559 +25%
MAS
810
Madden Advisory Services
Florida
$2.95M -$119K -550 -4%
HPWM
811
High Pines Wealth Management
Massachusetts
$2.94M +$2.86M +13,187 New
CS
812
Cannell & Spears
New York
$2.94M -$661K -3,048 -19%
PIA
813
Perennial Investment Advisors
California
$2.93M -$54K -249 -2%
SPA
814
Sentinel Pension Advisors
Massachusetts
$2.89M +$2.82M +12,986 New
SWP
815
Strategic Wealth Partners
Ohio
$2.89M -$131K -603 -4%
ACP
816
Aveo Capital Partners
Colorado
$2.88M +$94.4K +435 +3%
MA
817
MCF Advisors
Kentucky
$2.88M -$144K -665 -5%
BCM
818
Blume Capital Management
California
$2.88M
PFM
819
Phillips Financial Management
Indiana
$2.87M -$63.8K -294 -2%
JFA
820
JNBA Financial Advisors
Minnesota
$2.87M +$62.9K +290 +2%
WCM
821
Washington Capital Management
Washington
$2.86M -$16.9M -77,741 -86%
SEIA
822
Signature Estate & Investment Advisors
California
$2.85M -$147K -678 -5%
JWBC
823
J.W. Burns & Co
New York
$2.85M -$155K -715 -5%
RIA
824
Realta Investment Advisors
Delaware
$2.84M +$33.6K +155 +1%
SFP
825
Strategic Financial Partners
Oregon
$2.84M -$49.3K -227 -2%

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.