We are live on ! Find out more
VTI icon

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
DWM
876
Dakota Wealth Management
Florida
$2.48M -$24.7K -114 -1%
CRI
877
Colonial River Investments
Virginia
$2.48M -$39.5K -182 -2%
APP
878
Avantax Planning Partners
Iowa
$2.47M +$209K +963 +10%
VFA
879
Voya Financial Advisors
Connecticut
$2.46M -$6.53M -30,078 -73%
RA
880
RFG Advisory
Alabama
$2.45M -$680K -3,133 -22%
KCM
881
Kathmere Capital Management
Pennsylvania
$2.44M -$147K -678 -6%
SSB
882
Sandy Spring Bank
Maryland
$2.44M -$373K -1,717 -14%
UB
883
UMB Bank
Missouri
$2.42M -$3.47K -16 -0.1%
AWA
884
Acorn Wealth Advisors
Michigan
$2.42M -$92.2K -425 -4%
PFA
885
Plotkin Financial Advisors
Maryland
$2.42M +$302K +1,392 +15%
1WA
886
180 Wealth Advisors
Washington
$2.41M +$84.9K +391 +4%
HWA
887
Heritage Way Advisors
Illinois
$2.41M +$145K +667 +7%
NF
888
Nikulski Financial
Iowa
$2.4M -$99K -456 -4%
Luther King Capital Management (LKCM)
889
Luther King Capital Management (LKCM)
Texas
$2.39M
MWPCG
890
Measured Wealth Private Client Group
New Hampshire
$2.39M
GW
891
GW & Wade
Massachusetts
$2.38M +$346K +1,595 +18%
BOPW
892
Brandywine Oak Private Wealth
Pennsylvania
$2.38M +$139K +642 +6%
RC
893
Rinet Company
Massachusetts
$2.33M +$25.4K +117 +1%
BU
894
BBVA USA
Alabama
$2.33M +$2.27M +10,438 New
BFS
895
Bradley Foster & Sargent
Connecticut
$2.32M -$33.4K -154 -1%
GGS
896
Galvin Gaustad & Stein
Arizona
$2.31M -$171K -790 -7%
OF
897
Outfitter Financial
Maine
$2.31M -$144K -665 -6%
UTC
898
Unified Trust Company
Kentucky
$2.3M -$200K -920 -8%
WP
899
WealthSource Partners
California
$2.3M +$490K +2,257 +28%
MWM
900
Mattern Wealth Management
Kansas
$2.29M +$2.24M +10,312 New

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.