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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
OMC
851
Overbrook Management Corp
New York
$2.66M +$38.8K +179 +2%
WI
852
Wintrust Investments
Illinois
$2.66M -$117K -540 -4%
GWM
853
Gray Wealth Management
Maine
$2.63M +$107K +494 +4%
JGIA
854
Jackson Grant Investment Advisers
Connecticut
$2.6M -$8.46K -39 -0.3%
MPM
855
Meritage Portfolio Management
Kansas
$2.6M +$77.5K +357 +3%
BWM
856
BT Wealth Management
Georgia
$2.59M
CFA
857
CWS Financial Advisors
Michigan
$2.59M +$41.9K +193 +2%
ECM
858
Exchange Capital Management
Michigan
$2.56M -$63.2K -291 -2%
MJRIC
859
Mogy Joel R Investment Counsel
California
$2.56M +$22.4K +103 +0.9%
PPP
860
Private Portfolio Partners
New Jersey
$2.55M -$104K -478 -4%
BBNA
861
Bremer Bank National Association
Minnesota
$2.55M +$2.14M +9,853 +618%
AIM
862
Anchor Investment Management
South Carolina
$2.54M +$180K +828 +8%
ODIJL
863
One Day In July LLC
Vermont
$2.53M +$5.43K +25 +0.2%
PA
864
Parkside Advisors
California
$2.53M -$212K -979 -8%
RC
865
RegentAtlantic Capital
New Jersey
$2.51M +$9.77K +45 +0.4%
RRCM
866
Rappaport Reiches Capital Management
Illinois
$2.51M +$2.45M +11,282 New
WT
867
Whittier Trust
California
$2.51M -$16.7K -77 -0.7%
FCA
868
FLC Capital Advisors
California
$2.51M +$2.17K +10 +0.1%
PAS
869
Professional Advisory Services
Florida
$2.51M
FNBOMD
870
First National Bank of Mount Dora
Florida
$2.51M
AFP
871
Ausdal Financial Partners
Iowa
$2.5M +$100K +462 +4%
CSIC
872
Clifford Swan Investment Counsel
California
$2.5M +$110K +509 +5%
RWA
873
Redhawk Wealth Advisors
Minnesota
$2.49M -$26.7K -123 -1%
AWM
874
Accel Wealth Management
Iowa
$2.49M +$711K +3,274 +42%
SF
875
Synovus Financial
Georgia
$2.48M +$508K +2,342 +27%

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.