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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
DW
926
Domani Wealth
Pennsylvania
$2.18M -$59.1K -259 -3%
COCM
927
Charter Oak Capital Management
New Hampshire
$2.17M -$13.5K -59 -0.6%
BWM
928
BerganKDV Wealth Management
Minnesota
$2.17M
PCMC
929
Private Capital Management (Colorado)
Colorado
$2.17M +$620K +2,718 +39%
NFG
930
Nations Financial Group
Iowa
$2.16M +$271K +1,188 +14%
KF
931
Krilogy Financial
Missouri
$2.15M +$40.8K +179 +2%
HC
932
HNP Capital
New York
$2.15M +$633K +2,774 +40%
VRM
933
Vectors Research Management
New York
$2.15M +$633K +2,774 +40%
KFP
934
KMG Fiduciary Partners
Ohio
$2.14M +$220K +965 +11%
CCG
935
Cypress Capital Group
Florida
$2.13M -$126K -553 -5%
IC
936
Iconiq Capital
California
$2.13M -$10.9M -48,015 -33%
FG
937
Fiduciary Group
Georgia
$2.13M +$22.1K +97 +1%
SBIA
938
Sheaff Brock Investment Advisors
Indiana
$2.12M +$55.2K +242 +3%
SIM
939
Stratos Investment Management
Ohio
$2.11M +$1.11M +4,871 +105%
RA
940
RFG Advisory
Alabama
$2.11M -$343K -1,502 -14%
ICMP
941
Integrated Capital Management (Pennsylvania)
Pennsylvania
$2.1M -$606K -2,659 -22%
TWM
942
TriaGen Wealth Management
California
$2.1M -$13.2K -58 -0.6%
OWA
943
Outlook Wealth Advisors
Texas
$2.1M +$122K +534 +6%
BBA
944
BLB&B Advisors
Pennsylvania
$2.09M -$73.4K -322 -3%
STB
945
S&T Bank
Pennsylvania
$2.09M
AC
946
Abbrea Capital
California
$2.08M
BWM
947
BT Wealth Management
Georgia
$2.08M -$517K -2,269 -20%
PHS
948
Pekin Hardy Strauss
Illinois
$2.08M +$2.05K +9 +0.1%
AIS
949
American Investment Services
Massachusetts
$2.07M -$145K -638 -6%
PWP
950
Principle Wealth Partners
Connecticut
$2.06M +$97.6K +428 +5%

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.