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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
AWE
1126
Avidian Wealth Enterprises
Texas
$1.19M +$41.2K +190 +4%
CFC
1127
Coyle Financial Counsel
Illinois
$1.19M +$600K +2,765 +107%
MP
1128
McDonald Partners
Ohio
$1.19M
BS
1129
Boenning & Scattergood
Pennsylvania
$1.19M +$116K +536 +11%
RG
1130
Retirement Group
California
$1.18M -$190K -875 -14%
APW
1131
Austin Private Wealth
Texas
$1.18M -$6.73K -31 -0.6%
SIC
1132
Salem Investment Counselors
North Carolina
$1.18M -$19.1K -88 -2%
ONST
1133
Old North State Trust
North Carolina
$1.18M
W
1134
Wealthquest
Ohio
$1.18M +$17.4K +80 +2%
PGFC
1135
Peapack-Gladstone Financial Corp
New Jersey
$1.18M +$222K +1,021 +24%
KC
1136
Kingfisher Capital
North Carolina
$1.17M +$1.95K +9 +0.2%
BCM
1137
Boltwood Capital Management
California
$1.17M -$18.4K -85 -2%
EL
1138
EQ LLC
Washington
$1.17M -$47.7K -220 -4%
SWM
1139
Sugarloaf Wealth Management
Georgia
$1.17M +$983K +4,529 +638%
IFS
1140
Ifrah Financial Services
Arkansas
$1.17M -$81.4K -375 -7%
TNBTD
1141
Trustmark National Bank Trust Department
Mississippi
$1.16M +$60.8K +280 +6%
PCM
1142
Pennsylvania Capital Management
Pennsylvania
$1.16M +$9.55K +44 +0.9%
SVWAG
1143
Sound View Wealth Advisors Group
Georgia
$1.15M +$7.6K +35 +0.7%
TAM
1144
Townsend Asset Management
North Carolina
$1.14M -$57.7K -266 -5%
LA
1145
LVW Advisors
New York
$1.14M +$2.17K +10 +0.2%
DP
1146
Denver PWM
Colorado
$1.14M +$1.1M +5,073 New
WIA
1147
World Investment Advisors
California
$1.13M -$868 -4 -0.1%
KAH
1148
Kathryn A. Hall
$1.13M
ATC
1149
Argent Trust Co
Tennessee
$1.13M +$20.4K +94 +2%
CAM
1150
Covenant Asset Management
New Jersey
$1.13M -$5.21K -24 -0.5%

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.