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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
BFA
951
Bluestem Financial Advisors
Illinois
$1.98M -$18.2K -84 -0.9%
EHPM
952
Emery Howard Portfolio Management
California
$1.98M -$18.9K -87 -1%
IC
953
Inscription Capital
Texas
$1.98M -$618K -2,847 -24%
PWP
954
Principle Wealth Partners
Connecticut
$1.98M -$159K -733 -8%
WP
955
WealthShield Partners
North Carolina
$1.97M +$106K +489 +6%
HWM
956
Hohimer Wealth Management
Washington
$1.96M +$79.2K +365 +4%
IAS
957
Investment Advisory Services
Texas
$1.96M +$1.91M +8,791 New
BDF
958
Black Diamond Financial
Maryland
$1.94M +$307K +1,415 +19%
Prudential Financial
959
Prudential Financial
New Jersey
$1.94M +$10.9K +50 +0.6%
KFP
960
KMG Fiduciary Partners
Ohio
$1.93M +$23.2K +107 +1%
CAG
961
Crestwood Advisors Group
Massachusetts
$1.9M +$1.29M +5,933 +228%
NFG
962
Nations Financial Group
Iowa
$1.9M +$247K +1,137 +15%
SCM
963
Spreng Capital Management
Ohio
$1.9M +$316K +1,458 +21%
BB
964
Bell Bank
North Dakota
$1.89M -$2.6K -12 -0.1%
EIA
965
Eldridge Investment Advisors
New Hampshire
$1.88M -$93.3K -430 -5%
SFS
966
Strategic Financial Services
New York
$1.87M +$4.34K +20 +0.2%
SC
967
SouthState Corp
Florida
$1.86M -$45.4K -209 -2%
CAL
968
Capital Analysts LLC
Pennsylvania
$1.86M +$1.62M +7,483 +861%
MCA
969
Magnolia Capital Advisors
Mississippi
$1.85M +$49.3K +227 +3%
SIA
970
Soltis Investment Advisors
Utah
$1.84M -$26.3K -121 -1%
AWM
971
Altium Wealth Management
New York
$1.84M +$54K +249 +3%
MCM
972
Monument Capital Management
Virginia
$1.83M +$200K +922 +13%
SB
973
Simmons Bank
Arkansas
$1.82M -$183K -842 -9%
BMWM
974
Brown Miller Wealth Management
Virginia
$1.82M +$531K +2,447 +43%
IF
975
Intrua Financial
Texas
$1.82M -$95.7K -441 -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.