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
ME
901
McIlrath & Eck
Washington
$2.29M -$30.4K -140 -1%
HDIM
902
Hanson & Doremus Investment Management
Vermont
$2.29M +$24.5K +113 +0.8%
CBN
903
Cadence Bank NA
Texas
$2.29M
SP
904
Successful Portfolios
Florida
$2.29M -$137K -631 -6%
CA
905
Claro Advisors
Massachusetts
$2.28M +$97.2K +448 +5%
ACP
906
Arcus Capital Partners
Georgia
$2.28M +$27.3K +126 +1%
FMII
907
Farmers & Merchants Investments Inc
Nebraska
$2.28M -$141K -650 -6%
RWG
908
Regal Wealth Group
California
$2.26M
CCG
909
Cypress Capital Group
Florida
$2.26M -$31.5K -145 -1%
DW
910
Domani Wealth
Pennsylvania
$2.24M -$11.5K -53 -0.5%
AC
911
Alexandria Capital
Virginia
$2.23M +$4.99K +23 +0.2%
TWP
912
Tempus Wealth Planning
California
$2.22M +$2.17M +9,981 New
AIS
913
American Investment Services
Massachusetts
$2.22M -$51.9K -239 -2%
LP
914
LGL Partners
Pennsylvania
$2.21M
Simplex Trading
915
Simplex Trading
Illinois
$2.2M -$39.7K -183 -2%
TFS
916
TrustCore Financial Services
Tennessee
$2.2M +$37.3K +172 +2%
COCM
917
Charter Oak Capital Management
New Hampshire
$2.19M +$1.3K +6 +0.1%
BWA
918
Beam Wealth Advisors
Louisiana
$2.19M -$46.4K -214 -2%
HFS
919
HBC Financial Services
Washington
$2.19M +$75.3K +347 +4%
AIA
920
Arbor Investment Advisors
North Carolina
$2.18M +$695K +3,204 +49%
BWM
921
BerganKDV Wealth Management
Minnesota
$2.18M +$149K +686 +8%
BBA
922
BLB&B Advisors
Pennsylvania
$2.17M -$196K -901 -8%
MOS
923
MGO One Seven
Ohio
$2.17M +$373K +1,720 +21%
DWM
924
Doyle Wealth Management
Florida
$2.17M +$452K +2,083 +27%
TWM
925
TriaGen Wealth Management
California
$2.15M -$11.3K -52 -0.5%

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.