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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
CCMD
1101
Cypress Capital Management (Delaware)
Delaware
$1.26M +$21.7K +100 +2%
RI
1102
Ridgewood Investments
New Jersey
$1.25M -$110K -505 -8%
PMFA
1103
Plante Moran Financial Advisors
Michigan
$1.25M +$78.1K +360 +7%
WLIM
1104
White Lighthouse Investment Management
Massachusetts
$1.25M -$59K -272 -5%
CB
1105
CNB Bank
Pennsylvania
$1.25M
CAG
1106
Csenge Advisory Group
Florida
$1.25M +$36.2K +167 +3%
HCM
1107
Hengehold Capital Management
Ohio
$1.24M -$20K -92 -2%
EHC
1108
Everett Harris & Co
California
$1.24M
MIM
1109
Miller Investment Management
Pennsylvania
$1.24M
KWMG
1110
King Wealth Management Group
Florida
$1.24M +$6.08K +28 +0.5%
WB
1111
WesBanco Bank
West Virginia
$1.23M +$11.1K +51 +0.9%
CHC
1112
City Holding Co
West Virginia
$1.23M -$3.25K -15 -0.3%
JWM
1113
Jeppson Wealth Management
California
$1.23M +$3.47K +16 +0.3%
IIC
1114
Integrated Investment Consultants
Michigan
$1.23M -$11.1K -51 -0.9%
NNP
1115
Nachman Norwood & Parrott
South Carolina
$1.23M +$705K +3,249 +144%
LRPA
1116
L. Roy Papp & Associates
Arizona
$1.23M +$78.8K +363 +7%
RP
1117
Rowlandmiller & Partners
Georgia
$1.22M +$38K +175 +3%
OWA
1118
One Wealth Advisors
California
$1.22M -$7.81K -36 -0.7%
GWS
1119
Glassman Wealth Services
Virginia
$1.22M -$169K -780 -13%
BFIM
1120
Beese Fulmer Investment Management
Ohio
$1.22M -$77.3K -356 -6%
SW
1121
SkyOak Wealth
Michigan
$1.21M +$1.95K +9 +0.2%
RPC
1122
Rossmore Private Capital
Connecticut
$1.2M
SFS
1123
Summit Financial Strategies
Ohio
$1.2M +$1.17M +5,382 New
RWG
1124
Ratio Wealth Group
Colorado
$1.19M -$40.6K -187 -3%
TYCC
1125
Texas Yale Capital Corp
Florida
$1.19M +$868 +4 +0.1%

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.