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
DCM
1301
Donaldson Capital Management
Indiana
$751K +$731K +3,368 New
HKAM
1302
Horizon Kinetics Asset Management
New York
$746K -$95.5K -440 -12%
DT
1303
Daniels + Tansey
Delaware
$745K -$59.9K -276 -8%
PWW
1304
Pettyjohn Wood & White
Virginia
$737K
BAM
1305
Bellevue Asset Management
Washington
$736K -$46.2K -213 -6%
ACA
1306
Affinity Capital Advisors
California
$736K +$231K +1,066 +48%
CSWG
1307
Cardinal Strategic Wealth Guidance
Kentucky
$733K -$165K -758 -19%
PC
1308
Port Capital
Illinois
$732K
KCM
1309
Kendall Capital Management
Maryland
$727K +$14.5K +67 +2%
AIM
1310
Acropolis Investment Management
Missouri
$724K +$7.38K +34 +1%
VBFP
1311
Valtinson Bruner Financial Planning
Minnesota
$722K +$1.74K +8 +0.3%
CPSAC
1312
Chas P. Smith & Associates (CPS)
Florida
$722K +$195K +899 +38%
SC
1313
Scotia Capital
Ontario, Canada
$719K +$111K +513 +19%
IC
1314
Intersect Capital
California
$718K -$21.7K -100 -3%
PRA
1315
Pine Ridge Advisers
New York
$717K +$38K +175 +6%
QIM
1316
Quest Investment Management
Oregon
$716K +$2.17K +10 +0.3%
CAI
1317
Capital Advisors Inc
Oklahoma
$715K +$167K +770 +32%
BMO
1318
Beck Mack & Oliver
New York
$713K -$97.7K -450 -12%
MAG
1319
Mayfair Advisory Group
Alabama
$711K -$434 -2 -0.1%
CPA
1320
Court Place Advisors
Maryland
$707K +$1.3K +6 +0.2%
AA
1321
Alesco Advisors
New York
$706K +$85.7K +395 +14%
HPWM
1322
Highland Private Wealth Management
Washington
$702K -$76.6K -353 -10%
F
1323
F3Logic
Minnesota
$701K -$85.3K -393 -11%
FMW
1324
Farr Miller & Washington
District of Columbia
$698K +$11.3K +52 +2%
HCM
1325
Hudson Capital Management
New Jersey
$697K +$2.17K +10 +0.3%

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.