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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
VFG
1276
V2 Financial group
Illinois
$802K
GC
1277
Grimes & Company
Massachusetts
$801K -$15.6K -72 -2%
FCCM
1278
First City Capital Management
Georgia
$801K +$340K +1,565 +82%
TCOV
1279
Trust Company of Vermont
Vermont
$799K -$5.43K -25 -0.7%
Members Trust
1280
Members Trust
Florida
$796K
BHIA
1281
Birch Hill Investment Advisors
Massachusetts
$795K -$29.1K -134 -4%
CPA
1282
Clear Perspective Advisors
Illinois
$795K -$5.43K -25 -0.7%
CCA
1283
Checchi Capital Advisers
California
$795K +$188K +868 +32%
SWA
1284
SFMG Wealth Advisors
Texas
$792K +$36.7K +169 +5%
FCB
1285
First Command Bank
Texas
$787K
FCFS
1286
First Command Financial Services
Texas
$787K
GSWM
1287
Golden State Wealth Management
California
$785K +$370K +1,704 +94%
HFA
1288
HC Financial Advisors
California
$785K +$654K +3,015 +595%
SCA
1289
Spearhead Capital Advisors
Florida
$784K +$6.95K +32 +0.9%
MKC
1290
M. Kraus & Co
Vermont
$780K
TC
1291
Trust Company
Kansas
$780K
AIP
1292
Ahrens Investment Partners
Louisiana
$779K +$14.5K +67 +2%
BC
1293
Burney Company
Virginia
$773K +$83.3K +384 +12%
FFN
1294
Focus Financial Network
Minnesota
$772K +$27.8K +128 +4%
HAS
1295
HBW Advisory Services
California
$770K -$2.6K -12 -0.3%
RFA
1296
Reilly Financial Advisors
California
$764K -$51.7K -238 -6%
TSWM
1297
Triangle Securities Wealth Management
North Carolina
$762K -$38.2K -176 -5%
CFA
1298
Cahill Financial Advisors
Minnesota
$762K +$651 +3 +0.1%
MAA
1299
Matrix Asset Advisors
New York
$761K +$57.7K +266 +8%
HSWM
1300
Hubbell Strickland Wealth Management
Louisiana
$757K +$217 +1 +0%

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.