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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
ST
1076
Spinnaker Trust
Maine
$1.36M +$651 +3 +0%
FFA
1077
Freedman Financial Associates
Massachusetts
$1.35M +$28.6K +132 +2%
JSMC
1078
Jess S. Morgan & Co
California
$1.34M -$57.5K -265 -4%
HCA
1079
Harbour Capital Advisors
Virginia
$1.34M -$32.6K -150 -2%
SCA
1080
Snowden Capital Advisors
New York
$1.34M +$40.8K +188 +3%
TNB
1081
Thomasville National Bank
Georgia
$1.34M -$16.3K -75 -1%
WA
1082
Wealth Architects
California
$1.34M +$67.3K +310 +5%
PP
1083
Professional Planning
California
$1.33M +$3.91K +18 +0.3%
TWM
1084
Titus Wealth Management
California
$1.33M -$4.12K -19 -0.3%
DWM
1085
Darwin Wealth Management
Florida
$1.33M -$471K -2,168 -27%
TFF
1086
The Family Firm
Maryland
$1.32M +$939K +4,327 +270%
LWP
1087
Legacy Wealth Planning
Nevada
$1.32M
SGK
1088
Steigerwald Gordon & Koch
Virginia
$1.31M +$1.52K +7 +0.1%
OWA
1089
Octavia Wealth Advisors
Ohio
$1.31M -$442K -2,035 -26%
NQWM
1090
Northwest Quadrant Wealth Management
Oregon
$1.3M +$25K +115 +2%
RM
1091
Resource Management
Louisiana
$1.3M +$294K +1,356 +30%
LPIC
1092
LeJeune Puetz Investment Counsel
Michigan
$1.3M -$41.2K -190 -3%
EWM
1093
EPG Wealth Management
Georgia
$1.3M +$2.39K +11 +0.2%
MSR
1094
Main Street Research
Connecticut
$1.29M -$11.1K -51 -0.9%
FFA
1095
Fragasso Financial Advisors
Pennsylvania
$1.29M -$9.55K -44 -0.8%
FMN
1096
Financial Management Network
California
$1.28M -$106K -489 -8%
CIA
1097
Cascade Investment Advisors
Oregon
$1.28M +$46.4K +214 +4%
FSC
1098
Full Sail Capital
Oklahoma
$1.27M
OCPWS
1099
One Charles Private Wealth Services
Massachusetts
$1.27M +$1.23M +5,683 New
WFA
1100
Websterrogers Financial Advisors
South Carolina
$1.26M -$38.2K -176 -3%

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.