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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
SWM
826
Shakespeare Wealth Management
Wisconsin
$2.83M -$868 -4 -0%
PSUF
827
People's United Financial
Connecticut
$2.83M +$1.16M +5,330 +73%
TC
828
Tacita Capital
Ontario, Canada
$2.82M -$104K -478 -4%
NCM
829
Neumann Capital Management
California
$2.82M -$483K -2,226 -15%
PCIA
830
Prime Capital Investment Advisors
Kansas
$2.82M +$2.74M +12,640 New
CIBC Asset Management
831
CIBC Asset Management
Ontario, Canada
$2.81M +$17.4K +80 +0.6%
AWP
832
Abacus Wealth Partners
California
$2.8M +$469K +2,160 +21%
DA
833
Doliver Advisors
Texas
$2.79M -$1.28M -5,875 -32%
SDWMA
834
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.79M +$19.7K +91 +0.7%
AA
835
ACT Advisors
North Carolina
$2.78M +$434 +2 +0%
HCP
836
Hexagon Capital Partners
Arkansas
$2.77M +$26.7K +123 +1%
MMPW
837
Mitchell McLeod Pugh & Williams
Alabama
$2.77M +$42.5K +196 +2%
AFA
838
American Financial Advisors
Georgia
$2.77M +$188K +864 +7%
BRM
839
Boston Research & Management
Massachusetts
$2.76M
SWA
840
Sax Wealth Advisors
New Jersey
$2.76M +$121K +558 +5%
GT
841
Glenview Trust
Kentucky
$2.75M -$3.91K -18 -0.1%
HIGP
842
Hill Investment Group Partners
Missouri
$2.71M +$2.64M +12,163 New
ONB
843
Old National Bancorp
Indiana
$2.71M +$180K +830 +7%
CA
844
Clearstead Advisors
Ohio
$2.71M +$122K +560 +5%
PWP
845
Private Wealth Partners
California
$2.7M +$18.4K +85 +0.7%
ICMP
846
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.7M +$37.5K +173 +1%
CA
847
Calton & Associates
Florida
$2.69M +$1.93M +8,872 +279%
OPS
848
Orion Portfolio Solutions
Nebraska
$2.67M +$46.4K +214 +2%
RCA
849
Resonant Capital Advisors
Wisconsin
$2.66M
FANJ
850
Financial Architects (New Jersey)
New Jersey
$2.66M +$170K +784 +7%

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.