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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
FA
1376
FDx Advisors
Illinois
$588K +$42.3K +195 +8%
TSS
1377
Two Sigma Securities
New York
$587K -$890K -4,103 -61%
CF
1378
Copperwynd Financial
Arizona
$587K +$571K +2,633 New
BI
1379
Berkeley Inc
Idaho
$586K +$1.3K +6 +0.2%
MBTD
1380
Mechanics Bank - Trust Department
California
$585K +$4.78K +22 +0.8%
BOTW
1381
Bank of the West
California
$582K
EAMA
1382
EFG Asset Management (Americas)
Florida
$580K -$3.81M -17,550 -87%
Two Sigma Advisers
1383
Two Sigma Advisers
New York
$579K -$955K -4,400 -63%
XF
1384
XML Financial
Maryland
$579K +$33.6K +155 +6%
AMCA
1385
Arthur M. Cohen & Associates
Illinois
$577K
HCP
1386
Holt Capital Partners
Texas
$577K
BCP
1387
Berkeley Capital Partners
Georgia
$573K +$26.7K +123 +5%
HWA
1388
HCR Wealth Advisors
California
$571K -$81K -373 -13%
JWM
1389
Jackson Wealth Management
Florida
$570K -$1.08K -5 -0.2%
HCM
1390
HMS Capital Management
Tennessee
$570K +$42.3K +195 +8%
EWA
1391
Evolution Wealth Advisors
Florida
$566K
MPI
1392
Mairs & Power Inc
Minnesota
$562K -$43.4K -200 -7%
JAFL
1393
Jay A. Fishman Ltd
Michigan
$557K
AIA
1394
Armor Investment Advisors
North Carolina
$557K
AP
1395
Appleton Partners
Massachusetts
$555K
NCM
1396
Northwest Capital Management
Oregon
$555K +$5.21K +24 +1%
MWA
1397
Meridian Wealth Advisors
Texas
$555K +$57.1K +263 +12%
AFS
1398
Access Financial Services
Minnesota
$554K -$20K -92 -3%
AP
1399
Adero Partners
California
$554K +$184K +850 +52%
FWM
1400
Frontier Wealth Management
Missouri
$552K -$13.7K -63 -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.