We are live on ! Find out more
VTI icon

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
BU
901
BBVA USA
Alabama
$2.31M -$7.75K -34 -0.3%
FMII
902
Farmers & Merchants Investments Inc
Nebraska
$2.3M +$33.1K +145 +1%
HFS
903
HBC Financial Services
Washington
$2.3M +$36.3K +159 +2%
UTC
904
Unified Trust Company
Kentucky
$2.3M
CPFP
905
Clear Perspectives Financial Planning
Ohio
$2.29M +$235K +1,029 +11%
MWM
906
Mattern Wealth Management
Kansas
$2.29M
KCM
907
Kathmere Capital Management
Pennsylvania
$2.29M -$151K -662 -6%
W
908
Wealthquest
Ohio
$2.28M +$1.14M +4,985 +94%
CBN
909
Cadence Bank NA
Texas
$2.28M
ACP
910
Arcus Capital Partners
Georgia
$2.28M +$2.74K +12 +0.1%
AI
911
AXS Investments
New York
$2.28M +$2.34M +10,253 New
SP
912
Successful Portfolios
Florida
$2.27M -$2.28K -10 -0.1%
WT
913
Whittier Trust
California
$2.27M -$242K -1,063 -9%
Simplex Trading
914
Simplex Trading
Illinois
$2.26M +$45.2K +198 +2%
RWG
915
Regal Wealth Group
California
$2.25M
JWM
916
JFG Wealth Management
Colorado
$2.25M +$2.32M +10,158 New
GW
917
GW & Wade
Massachusetts
$2.24M -$141K -617 -6%
OF
918
Outfitter Financial
Maine
$2.24M -$62.7K -275 -3%
SCM
919
Spreng Capital Management
Ohio
$2.23M +$310K +1,360 +16%
TFS
920
TrustCore Financial Services
Tennessee
$2.22M +$32.6K +143 +1%
IF
921
Ironwood Financial
Arizona
$2.22M +$440K +1,930 +24%
LP
922
LGL Partners
Pennsylvania
$2.21M
AC
923
Alexandria Capital
Virginia
$2.2M -$19.2K -84 -0.8%
AWM
924
Altium Wealth Management
New York
$2.18M +$362K +1,588 +19%
CA
925
Calton & Associates
Florida
$2.18M -$507K -2,225 -18%

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.