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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
BMCM
1201
Bryn Mawr Capital Management
Pennsylvania
$974K -$4.78K -22 -0.5%
LFS
1202
Lutz Financial Services
Nebraska
$973K -$59K -272 -6%
LFG
1203
Larson Financial Group
Missouri
$973K -$15.4K -71 -2%
BB
1204
Busey Bank
Illinois
$972K
MFP
1205
Meridian Financial Partners
Virginia
$971K
CAS
1206
Cascadia Advisory Services
Oregon
$969K +$69.4K +320 +8%
GA
1207
Greytown Advisors
Florida
$967K +$8.25K +38 +0.9%
CT
1208
Caldwell Trust
Florida
$967K +$26.3K +121 +3%
AWA
1209
Alta Wealth Advisors
Massachusetts
$965K -$1.08K -5 -0.1%
BFA
1210
Bragg Financial Advisors
North Carolina
$965K +$3.25K +15 +0.3%
PIG
1211
Pantheon Investment Group
California
$965K +$37.5K +173 +4%
WIA
1212
Wealthstreet Investment Advisors
Texas
$962K -$2M -9,193 -68%
TSA
1213
Tri-Star Advisors
Texas
$962K +$91.4K +421 +11%
AA
1214
AF Advisors
California
$957K +$931K +4,292 New
HAC
1215
Harbor Advisory Corp
New Hampshire
$954K +$23.2K +107 +3%
KIG
1216
Kowal Investment Group
Wisconsin
$953K +$127K +585 +16%
SAM
1217
Summit Asset Management
Tennessee
$952K +$4.34K +20 +0.5%
RCA
1218
Ranch Capital Advisors
Florida
$951K -$59.7K -275 -6%
IBOK
1219
Independence Bank of Kentucky
Kentucky
$948K +$2.6K +12 +0.3%
EL
1220
EMFO LLC
Florida
$946K +$921K +4,245 New
GP
1221
Greenline Partners
New York
$937K +$732K +3,373 +405%
RA
1222
Rodgers & Associates
Pennsylvania
$933K -$43K -198 -5%
BWA
1223
BlueSky Wealth Advisors
North Carolina
$931K +$225K +1,035 +34%
BFA
1224
Beaumont Financial Advisors
Massachusetts
$926K
FBB
1225
Fulton Breakefield Broenniman
Maryland
$917K +$161K +741 +22%

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.