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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
JMPWA
76
JP Morgan Private Wealth Advisors
California
$157M +$36.2M +166,916 +31%
RMC
77
Regis Management Company
California
$154M -$2.99M -13,774 -2%
ZB
78
Zions Bancorporation
Utah
$149M +$7.5M +34,578 +5%
HF
79
HRT Financial
New York
$149M +$270K +1,242 +0.2%
HR
80
Hardy Reed
Mississippi
$147M +$1.34M +6,189 +0.9%
LNWTC
81
Laird Norton Wetherby Trust Company
Washington
$144M +$4.93M +22,697 +4%
VFP
82
Verus Financial Partners
Virginia
$142M +$3.23M +14,874 +2%
RJA
83
Raymond James & Associates
Florida
$140M +$6.61M +30,467 +5%
WP
84
WMS Partners
Maryland
$137M +$134M +616,611 New
TA
85
Tiedemann Advisors
New York
$131M +$625K +2,881 +0.5%
CFA
86
Capstone Financial Advisors
Illinois
$128M +$37.2M +171,536 +43%
RCF
87
Rainwater Charitable Foundation
Texas
$127M -$3.09M -14,225 -2%
EPM
88
Elm Partners Management
Pennsylvania
$126M +$2.99M +13,794 +2%
GCA
89
Genesee Capital Advisors
New York
$126M +$123M +567,304 New
IA
90
IAM Advisory
Pennsylvania
$126M +$123M +567,304 New
PFO
91
Pathstone Family Office
New Jersey
$124M -$8.66M -39,904 -7%
BA
92
BCM Advisors
Louisiana
$122M +$2.91M +13,414 +2%
AAS
93
Annex Advisory Services
Wisconsin
$121M +$12.2M +56,083 +11%
CG
94
Caprock Group
Idaho
$121M +$9.64M +44,422 +9%
FWI
95
Facet Wealth Inc
Maryland
$120M +$24.1M +111,233 +26%
KAS
96
Kestra Advisory Services
Texas
$120M +$6.02M +27,733 +5%
A
97
AdvicePeriod
California
$119M -$832K -3,833 -0.7%
CW
98
Cabot-Wellington
Massachusetts
$115M -$444K -2,047 -0.4%
BSWM
99
Boston Standard Wealth Management
Massachusetts
$114M +$5.82M +26,838 +6%
VIP
100
Viewpoint Investment Partners
Alberta, Canada
$112M +$7.05M +32,470 +7%

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.