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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
CFFP
1026
Center for Financial Planning
Michigan
$1.54M
VDBMI
1027
Van Den Berg Management I
Texas
$1.54M -$87.2K -402 -5%
FB
1028
Fulton Bank
Pennsylvania
$1.54M +$1.5M +6,899 New
CIA
1029
Capital Investment Advisors
Georgia
$1.53M -$75.5K -348 -5%
FFA
1030
First Foundation Advisors
California
$1.52M +$759K +3,496 +105%
RMCM
1031
Reynders McVeigh Capital Management
Massachusetts
$1.52M
FFS
1032
Founders Financial Securities
Maryland
$1.52M -$22.4K -103 -1%
RF
1033
RHS Financial
California
$1.52M +$173K +796 +13%
MCWS
1034
McKinley Carter Wealth Services
West Virginia
$1.52M -$34.9K -161 -2%
KOMWMG
1035
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.52M -$33.4K -154 -2%
PWM
1036
Peterson Wealth Management
Nevada
$1.52M +$448K +2,065 +44%
IWP
1037
IAG Wealth Partners
Wisconsin
$1.51M -$265K -1,219 -15%
CCA
1038
Column Capital Advisors
Indiana
$1.51M +$44.1K +203 +3%
CCM
1039
Coe Capital Management
Illinois
$1.51M -$33.4K -154 -2%
RWP
1040
RWA Wealth Partners
Massachusetts
$1.51M -$8.03K -37 -0.5%
SAM
1041
Smithbridge Asset Management
Pennsylvania
$1.51M +$952K +4,385 +184%
CAC
1042
Certified Advisory Corp
Florida
$1.5M -$56.6K -261 -4%
ABTD
1043
Arvest Bank Trust Division
Oklahoma
$1.5M +$417K +1,922 +40%
AF
1044
Aldebaran Financial
$1.5M +$202K +930 +16%
OFS
1045
Oldfather Financial Services
Nebraska
$1.5M +$2.39K +11 +0.2%
RCM
1046
Regency Capital Management
Hawaii
$1.5M +$403K +1,856 +38%
RWRC
1047
R.W. Roge & Company
New York
$1.5M
MA
1048
Montag & Associates
Georgia
$1.49M -$205K -944 -12%
PCMM
1049
Piedmont Capital Management (Montana)
Montana
$1.49M +$139K +642 +11%
FF
1050
FourThought Financial
Florida
$1.49M -$1.13M -5,184 -44%

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.