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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
KF
926
Krilogy Financial
Missouri
$2.12M +$789K +3,637 +62%
BP
927
BCK Partners
New York
$2.12M -$407K -1,877 -16%
EVM
928
Eaton Vance Management
Massachusetts
$2.1M +$7.6K +35 +0.4%
STB
929
S&T Bank
Pennsylvania
$2.09M
AC
930
Abbrea Capital
California
$2.09M +$126K +579 +7%
GI
931
Glovista Investments
New Jersey
$2.09M
PHS
932
Pekin Hardy Strauss
Illinois
$2.08M
Neuberger Berman Group
933
Neuberger Berman Group
New York
$2.08M +$471K +2,169 +30%
CPFP
934
Clear Perspectives Financial Planning
Ohio
$2.07M +$38K +175 +2%
SBIA
935
Sheaff Brock Investment Advisors
Indiana
$2.07M -$63.4K -292 -3%
RIL
936
Rothschild Investment LLC
Illinois
$2.07M -$5.43K -25 -0.3%
BOM
937
Bank of Marin
California
$2.06M -$59.7K -275 -3%
HPC
938
HM Payson & Co
Maine
$2.06M +$1.43M +6,608 +250%
PI
939
Parkside Investments
Illinois
$2.06M -$217K -1,000 -10%
OA
940
Oxbow Advisors
Texas
$2.04M
DC
941
Davenport & Co
Virginia
$2.03M +$141K +650 +8%
FG
942
Fiduciary Group
Georgia
$2.02M +$44.5K +205 +2%
HVP
943
Hudson Value Partners
Florida
$2.02M +$689K +3,175 +54%
VCM
944
Vigilant Capital Management
Maine
$2.02M -$8.46K -39 -0.4%
GB
945
Gunma Bank
Japan
$2M +$1.95M +9,000 New
CWM
946
Concentric Wealth Management
California
$2M -$78.1K -360 -4%
SS
947
Simplicity Solutions
Minnesota
$2M +$3.25K +15 +0.2%
OIM
948
Orca Investment Management
Oregon
$1.99M +$24.3K +112 +1%
OWA
949
Outlook Wealth Advisors
Texas
$1.99M +$337K +1,554 +21%
RFN
950
RDA Financial Network
Iowa
$1.98M +$259K +1,194 +16%

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.