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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
Baird Financial Group
101
Baird Financial Group
Wisconsin
$112M +$2.29M +10,543 +2%
AAG
102
Avalon Advisory Group
Pennsylvania
$111M -$1.98M -9,103 -2%
MIM
103
Monashee Investment Management
Massachusetts
$108M +$4.51M +20,800 +4%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$107M +$9.48M +43,703 +10%
OFG
105
Oxford Financial Group
Indiana
$106M +$9.28M +42,746 +10%
FNBTCON
106
First National Bank & Trust Co of Newtown
Pennsylvania
$106M +$1.06M +4,882 +1%
CG
107
Colony Group
Massachusetts
$105M +$1.37M +6,334 +1%
BIAS
108
Beacon Investment Advisory Services
New Jersey
$104M -$1.97M -9,085 -2%
NB
109
Norinchukin Bank
Japan
$103M
BWL
110
Beacon Wealthcare LLC
North Carolina
$103M +$684K +3,151 +0.7%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$99.5M +$67.3K +310 +0.1%
BSW
112
Buckingham Strategic Wealth
Missouri
$98.1M +$23.7M +109,321 +33%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$98M +$8.95M +41,248 +10%
KWILP
114
Kiwi Wealth Investments Limited Partnership
New Zealand
$97.5M +$18.6M +85,817 +24%
PP
115
PrairieView Partners
Minnesota
$97.2M +$3.06M +14,122 +3%
MG
116
McCutchen Group
Washington
$97.1M +$1.26M +5,816 +1%
C
117
Cliffwater
California
$93.5M +$2.46M +11,348 +3%
PL
118
Parkwood LLC
Ohio
$93.2M -$29.1M -133,980 -24%
Mariner
119
Mariner
Kansas
$91.5M +$5.52M +25,423 +7%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$91.5M +$1.7M +7,854 +2%
AA
121
ALPS Advisors
Colorado
$90.7M -$1.24M -5,720 -1%
TAIM
122
TD Ameritrade Investment Management
Nebraska
$88.4M -$6.85M -31,560 -7%
JIP
123
Jaffetilchin Investment Partners
Florida
$87.9M +$52.1M +240,191 +132%
DPI
124
Diversified Portfolios Inc
Michigan
$87.6M +$6.84M +31,524 +9%
SVCF
125
Silicon Valley Community Foundation
California
$86.6M

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.