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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
SA
1251
Strategic Advisors
New York
$866K +$182K +837 +27%
FNC
1252
First National Corp
Massachusetts
$864K -$100K -461 -8%
KWM
1253
Kingsview Wealth Management
Oregon
$863K -$66.6K -307 -7%
AACR
1254
ACR Alpine Capital Research
Missouri
$863K +$122K +560 +17%
APSP
1255
Asset Planning Services (Pennsylvania)
Pennsylvania
$861K +$2.6K +12 +0.3%
IIM
1256
InTrack Investment Management
Vermont
$859K -$52.5K -242 -6%
CWA
1257
Cornerstone Wealth Advisors
Minnesota
$859K
SAMC
1258
Spectrum Asset Management (California)
California
$857K -$104K -477 -11%
WWM
1259
Wiser Wealth Management
Georgia
$857K +$100K +462 +14%
CCG
1260
Chatham Capital Group
Georgia
$854K
GBT
1261
Grove Bank & Trust
Florida
$850K
RG
1262
Rathbones Group
United Kingdom
$844K +$103K +474 +14%
SF
1263
Susquehanna Foundation
Pennsylvania
$841K
PWM
1264
PBMares Wealth Management
Virginia
$841K +$495K +2,281 +153%
BWP
1265
Bernardo Wealth Planning
Pennsylvania
$838K -$113K -521 -12%
BCA
1266
Bay Colony Advisors
Massachusetts
$835K +$27.6K +127 +4%
WPP
1267
Whalerock Point Partners
Rhode Island
$832K +$13K +60 +2%
TNA
1268
True North Advisors
Texas
$829K -$282K -1,300 -26%
AWA
1269
Alaska Wealth Advisors
Alaska
$829K -$16.1K -74 -2%
MCM
1270
MV Capital Management
Maryland
$827K +$765K +3,525 +1,885%
TW
1271
TrinityPoint Wealth
Connecticut
$825K -$3.25K -15 -0.4%
HCM
1272
Hollencrest Capital Management
California
$820K
FNWM
1273
Financial Network Wealth Management
Utah
$820K +$450K +2,075 +129%
BST
1274
Bath Savings Trust
Maine
$818K +$189K +872 +31%
CCFM
1275
Clear Creek Financial Management
Washington
$811K +$790K +3,642 New

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.