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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
PWAG
1176
Polaris Wealth Advisory Group
California
$1.07M +$230K +1,062 +29%
AIA
1177
Avalon Investment & Advisory
Texas
$1.07M
VWA
1178
Visionary Wealth Advisors
Illinois
$1.06M -$1.74K -8 -0.2%
WTC
1179
WhitTier Trust Company
Nevada
$1.06M +$222K +1,025 +28%
EWP
1180
Engrave Wealth Partners
Texas
$1.04M
CFG
1181
Citizens Financial Group
Rhode Island
$1.04M +$469K +2,163 +87%
SIM
1182
Stratos Investment Management
Ohio
$1.04M +$22.8K +105 +2%
CCM
1183
Cribstone Capital Management
Maine
$1.03M +$54.3K +250 +6%
WAM
1184
WNY Asset Management
New York
$1.03M -$53.4K -246 -5%
CC
1185
Cadinha & Co
Hawaii
$1.03M
MFS
1186
Madrona Financial Services
Washington
$1.03M -$57.7K -266 -5%
LFA
1187
Landmark Financial Advisors
Kentucky
$1.02M +$110K +505 +12%
BFP
1188
Briaud Financial Planning
Texas
$1.02M +$357K +1,645 +56%
SWP
1189
Summit Wealth Partners
Florida
$1.02M +$18.7K +86 +2%
GAM
1190
Gemmer Asset Management
California
$1.01M +$217 +1 +0%
MA
1191
MONECO Advisors
Connecticut
$1.01M +$9.33K +43 +1%
VIM
1192
Vista Investment Management
Pennsylvania
$1.01M +$1.52K +7 +0.2%
FTC
1193
Farmers Trust Company
Ohio
$1M
CSIA
1194
Charles Schwab Investment Advisory
California
$1M +$262K +1,209 +37%
NPT
1195
Nixon Peabody Trust
Massachusetts
$1M
PB
1196
Pinnacle Bancorp
Nebraska
$992K +$51.9K +239 +6%
ACA
1197
Aptus Capital Advisors
Alabama
$985K +$307K +1,413 +47%
FWM
1198
FFT Wealth Management
Pennsylvania
$982K
ATFA
1199
All Terrain Financial Advisors
Minnesota
$979K -$107K -494 -10%
CAM
1200
Cidel Asset Management
Ontario, Canada
$978K

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.