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Vanguard Morningstar Total Stock Market ETF

1,900 hedge funds and large institutions have $78.3B invested in Vanguard Morningstar Total Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 857 increasing their positions, 638 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

469% more call options, than puts

Call options by funds: $3.44B | Put options by funds: $605M

135% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 48

34% more repeat investments, than reductions

Existing positions increased: 857 | Existing positions reduced: 638

2% more funds holding

Funds holding: 1,8651,900 (+35)

1% more funds holding in top 10

Funds holding in top 10: 401407 (+6)

3% more capital invested

Capital invested by funds: $76B → $78.3B (+$2.36B)

0.04% more ownership

Funds ownership: 30.48%30.52% (+0.04%)

Holders
1,900
Holders Change
+35
Holders Change %
+1.88%
% of All Funds
33.26%
Holding in Top 10
407
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.5%
% of All Funds
7.12%
New
113
Increased
857
Reduced
638
Closed
48
Calls
$3.44B
Puts
$605M
Net Calls
+$2.84B
Net Calls Change
+$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
851
Strategic Financial Partners
Oregon
$2.7M -$127K -555 -4%
HIGP
852
Hill Investment Group Partners
Missouri
$2.7M
PWP
853
Private Wealth Partners
California
$2.69M
ME
854
McIlrath & Eck
Washington
$2.67M +$400K +1,756 +17%
MAS
855
Madden Advisory Services
Florida
$2.66M -$290K -1,270 -10%
GF
856
Gries Financial
Ohio
$2.66M +$2.73M +11,960 New
RCA
857
Resonant Capital Advisors
Wisconsin
$2.65M
CCM
858
Coldstream Capital Management
Washington
$2.64M -$932K -4,085 -24%
AIM
859
Anchor Investment Management
South Carolina
$2.64M +$106K +467 +4%
ODIJL
860
One Day In July LLC
Vermont
$2.64M +$119K +520 +5%
ACP
861
Aveo Capital Partners
Colorado
$2.62M -$255K -1,119 -9%
SF
862
Synovus Financial
Georgia
$2.62M +$152K +666 +6%
WFS
863
Weitzel Financial Services
Iowa
$2.6M -$563M -2,470,181 -100%
JGIA
864
Jackson Grant Investment Advisers
Connecticut
$2.59M -$2.51K -11 -0.1%
MPM
865
Meritage Portfolio Management
Kansas
$2.59M
PFA
866
Plotkin Financial Advisors
Maryland
$2.57M +$171K +752 +7%
PPP
867
Private Portfolio Partners
New Jersey
$2.57M +$27.1K +119 +1%
OMC
868
Overbrook Management Corp
New York
$2.57M -$81.9K -359 -3%
CSIC
869
Clifford Swan Investment Counsel
California
$2.57M -$53.6K -235 -2%
HVP
870
Hudson Value Partners
Florida
$2.57M +$572K +2,509 +28%
ECM
871
Exchange Capital Management
Michigan
$2.54M -$12.1K -53 -0.5%
FANJ
872
Financial Architects (New Jersey)
New Jersey
$2.54M -$116K -508 -4%
DC
873
Davenport & Co
Virginia
$2.52M +$506K +2,217 +24%
DWM
874
Doyle Wealth Management
Florida
$2.51M +$354K +1,553 +16%
FCA
875
FLC Capital Advisors
California
$2.5M

VTI Hedge Fund Activity: Q3 2021 in Review

1,900 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q3 2021, worth a combined $78.3B — up 3.1% from $76B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new VTI positions and 48 closed out — a net gain of 65 holders — while 857 added to existing stakes and 638 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $1.4B. The largest seller was Weitzel Financial Services, cutting an estimated $563M.

  • 1,900 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q3 2021, up from 1,865 in Q2 2021.
  • Funds reported $78.3B of Vanguard Morningstar Total Stock Market ETF stock for Q3 2021, up 3.1% quarter-over-quarter.
  • 113 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q3 2021 and 48 closed out, a net change of +65 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $1.4B added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q3 2021 was Weitzel Financial Services, an estimated $563M sold.

Based on aggregated 13F filings for Q3 2021.