We are live on ! Find out more
VTI icon

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
BTWM
1226
Baker Tilly Wealth Management
Wisconsin
$916K +$132K +606 +17%
BWM
1227
BNC Wealth Management
Oregon
$915K
CPW
1228
Catalyst Private Wealth
California
$915K +$108K +499 +14%
RPGK
1229
Retirement Planning Group (Kansas)
Kansas
$914K +$371K +1,710 +71%
BG
1230
Bollard Group
Massachusetts
$913K -$33.2K -153 -4%
CFS
1231
CRA Financial Services
New Jersey
$903K +$11.3K +52 +1%
MFG
1232
Magnus Financial Group
New York
$902K +$574K +2,645 +189%
MCM
1233
Mattern Capital Management
Colorado
$902K +$878K +4,046 New
MW
1234
Marcum Wealth
Ohio
$901K -$92.7K -427 -10%
AIC
1235
Archer Investment Corporation
Indiana
$897K +$206K +948 +31%
VNA
1236
Valley National Advisers
Pennsylvania
$894K +$39.3K +181 +5%
EP
1237
Edgestream Partners
New Jersey
$892K -$347K -1,599 -29%
EA
1238
Evergreen Advisors
Tennessee
$892K
IC
1239
Innealta Capital
Texas
$886K -$36.2K -167 -4%
BONH
1240
Bank of New Hampshire
New Hampshire
$882K +$859K +3,958 New
TW
1241
Transform Wealth
Colorado
$879K +$71.8K +331 +9%
FWM
1242
FSA Wealth Management
Massachusetts
$878K -$29.3K -135 -3%
CA
1243
Cornerstone Advisory
Maryland
$877K -$7.81K -36 -0.9%
HHAA
1244
Henry H. Armstrong Associates
Pennsylvania
$874K
BCM
1245
Bourgeon Capital Management
Connecticut
$873K -$247K -1,139 -23%
AWMG
1246
Alliance Wealth Management Group
New Jersey
$873K +$851K +3,919 New
TCM
1247
Towercrest Capital Management
Pennsylvania
$873K +$851K +3,919 New
SAA
1248
Southeast Asset Advisors
Georgia
$872K +$245K +1,128 +41%
TF
1249
TRH Financial
Iowa
$868K +$199K +917 +31%
GCA
1250
Gradient Capital Advisors
California
$866K +$19.7K +91 +2%

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.