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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
PFG
1051
Pacific Financial Group
Washington
$1.49M -$196K -905 -12%
KCPG
1052
Kavar Capital Partners Group
Kansas
$1.48M +$1.44M +6,646 New
GIM
1053
Goelzer Investment Management
Indiana
$1.48M -$145K -666 -9%
BFC
1054
Bedel Financial Consulting
Indiana
$1.48M +$183K +845 +15%
LL
1055
LPWM LLC
Minnesota
$1.48M -$25.8K -119 -2%
EWM
1056
Echo Wealth Management
Minnesota
$1.47M
KTM
1057
Keeler Thomas Management
Utah
$1.47M +$7.38K +34 +0.5%
TCWA
1058
Ten Capital Wealth Advisors
Washington
$1.46M +$20.6K +95 +1%
TCM
1059
Traynor Capital Management
Pennsylvania
$1.46M +$232K +1,070 +20%
RMA
1060
Roffman Miller Associates
Pennsylvania
$1.44M +$4.12K +19 +0.3%
SQA
1061
Simon Quick Advisors
New Jersey
$1.43M -$290K -1,338 -17%
FNBOSM
1062
First National Bank of South Miami
Florida
$1.43M -$41.9K -193 -3%
MLL
1063
Moody Lynn & Lieberson
Massachusetts
$1.43M -$20K -92 -1%
FIA
1064
Foundations Investment Advisors
Arizona
$1.42M -$323K -1,487 -19%
SWM
1065
Soundmark Wealth Management
Washington
$1.41M -$10.9K -50 -0.8%
OCM
1066
Orleans Capital Management
Louisiana
$1.4M -$54.3K -250 -4%
HFS
1067
Howard Financial Services
Texas
$1.39M +$17.1K +79 +1%
HW
1068
Hancock Whitney
Mississippi
$1.39M -$85.7K -395 -6%
AWM
1069
Activest Wealth Management
Florida
$1.39M -$195K -898 -13%
DI
1070
Disciplined Investments
Oklahoma
$1.39M +$6.73K +31 +0.5%
BBHBI
1071
B, B, H, & B Inc
Alabama
$1.39M +$1.35M +6,220 New
CMP
1072
Courage Miller Partners
Virginia
$1.38M
AUB
1073
Atlantic Union Bankshares
Virginia
$1.38M +$444K +2,046 +49%
CHA
1074
Carmichael Hill & Associates
Maryland
$1.37M -$868 -4 -0.1%
ATC
1075
Adirondack Trust Company
New York
$1.36M +$59.7K +275 +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.