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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
WFO
1001
Wealthgate Family Office
Colorado
$1.71M +$4.99K +23 +0.3%
LA
1002
Legacy Advisors
Pennsylvania
$1.69M +$316K +1,455 +24%
CC
1003
Courier Capital
New York
$1.68M -$416K -1,919 -20%
PIM
1004
Penobscot Investment Management
Massachusetts
$1.66M +$216K +995 +15%
FHC
1005
First Heartland Consultants
Missouri
$1.65M -$60.1K -277 -4%
FWCM
1006
Ferguson Wellman Capital Management
Oregon
$1.65M
HWA
1007
Heritage Wealth Advisors
Virginia
$1.65M -$43.6K -201 -3%
ACM
1008
Advisors Capital Management
New Jersey
$1.64M +$14.3K +66 +0.9%
IWA
1009
IBEX Wealth Advisors
New Jersey
$1.64M +$1.6M +7,357 New
FCBT
1010
First Citizens Bank & Trust
North Carolina
$1.64M +$176K +811 +12%
SW
1011
SteelPeak Wealth
California
$1.62M +$1.58M +7,290 New
KOC
1012
Koss-Olinger Consulting
Florida
$1.61M -$108K -497 -6%
BTW
1013
Boston Trust Walden
Massachusetts
$1.6M +$362K +1,670 +30%
AW
1014
ACG Wealth
Georgia
$1.6M +$33K +152 +2%
YIA
1015
YHB Investment Advisors
Connecticut
$1.59M +$151K +696 +11%
MAFM
1016
Mid Atlantic Financial Management
Pennsylvania
$1.59M +$187K +860 +14%
FWM
1017
Focused Wealth Management
New York
$1.58M -$49K -226 -3%
BFG
1018
Baron Financial Group
New Jersey
$1.57M -$35.8K -165 -2%
PCMC
1019
Private Capital Management (Colorado)
Colorado
$1.57M +$196K +903 +15%
BWA
1020
BDO Wealth Advisors
Florida
$1.56M +$157K +722 +12%
NAM
1021
NorthCoast Asset Management
Connecticut
$1.55M
CAG
1022
Curtis Advisory Group
California
$1.55M +$60.5K +279 +4%
HC
1023
HNP Capital
New York
$1.54M -$127K -585 -8%
VRM
1024
Vectors Research Management
New York
$1.54M -$88.5K -408 -6%
OPCM
1025
Osborne Partners Capital Management
California
$1.54M +$193K +889 +15%

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.