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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
TSW
1151
Thompson Siegel & Walmsley
Virginia
$1.12M +$426K +1,962 +64%
AF
1152
AtlasMark Financial
Texas
$1.11M
NAS
1153
Nicolet Advisory Services
Wisconsin
$1.11M -$26.5K -122 -2%
EWM
1154
Evermay Wealth Management
Virginia
$1.11M +$34.3K +158 +3%
PCM
1155
Poehling Capital Management
Wisconsin
$1.11M
ATPW
1156
Ashton Thomas Private Wealth
Arizona
$1.11M -$128K -591 -11%
GCP
1157
Gill Capital Partners
Colorado
$1.11M +$34.7K +160 +3%
TWP
1158
TFO Wealth Partners
Ohio
$1.1M +$2.17K +10 +0.2%
PL
1159
Parthenon LLC
Kentucky
$1.1M +$48.8K +225 +5%
MPIA
1160
Mountain Pacific Investment Advisers
Idaho
$1.1M +$2.82K +13 +0.3%
SSWM
1161
Sheets Smith Wealth Management
North Carolina
$1.1M -$5.21K -24 -0.5%
SYBT
1162
Stock Yards Bank & Trust
Kentucky
$1.09M
AWP
1163
Accretive Wealth Partners
New Jersey
$1.09M +$89.6K +413 +9%
AMG
1164
Advisors Management Group
Wisconsin
$1.09M +$139K +641 +15%
BCM
1165
BTR Capital Management
California
$1.09M
WCAMG
1166
Woodard & Company Asset Management Group
North Carolina
$1.09M -$6.51K -30 -0.6%
KCM
1167
Karp Capital Management
California
$1.08M +$1.06M +4,871 New
BRG
1168
Bay Rivers Group
Virginia
$1.08M -$20.4K -94 -2%
PWM
1169
Praetorian Wealth Management
California
$1.08M -$2.01M -9,257 -66%
PIC
1170
Platt Investment Counsel
Florida
$1.08M -$23.4K -108 -2%
BKA
1171
Brick & Kyle Associates
Pennsylvania
$1.08M -$1.74K -8 -0.2%
HCM
1172
HM Capital Management
Missouri
$1.08M
AWM
1173
Apollon Wealth Management
South Carolina
$1.07M -$97.7K -450 -9%
OWA
1174
Opal Wealth Advisors
New York
$1.07M +$13.7K +63 +1%
IAMOG
1175
Investors Asset Management of Georgia
Georgia
$1.07M +$28.2K +130 +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.