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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
SCA
1401
Sage Capital Advisors
South Dakota
$552K +$217 +1 +0%
SGI
1402
Summit Global Investments
Utah
$551K +$307K +1,413 +134%
WAS
1403
Wealth Advisory Solutions
Indiana
$551K +$536K +2,472 New
SW
1404
SlateStone Wealth
Florida
$546K
CWM
1405
Calamos Wealth Management
Illinois
$545K
KAM
1406
Knightsbridge Asset Management
California
$545K +$40.8K +188 +8%
TCBWMS
1407
Texas Capital Bank Wealth Management Services
Texas
$544K
ECM
1408
EagleClaw Capital Management
Massachusetts
$542K
IIC
1409
Ironwood Investment Counsel
Arizona
$542K +$44.1K +203 +9%
SG
1410
Stonnington Group
California
$541K +$217 +1 +0%
PWLP
1411
Prio Wealth Limited Partnership
Massachusetts
$541K +$5.64K +26 +1%
DAM
1412
Derbend Asset Management
Georgia
$539K +$525K +2,420 New
OC
1413
Oakworth Capital
Alabama
$537K
CIG
1414
Cairn Investment Group
Washington
$537K +$524K +2,414 New
TWP
1415
Tower Wealth Partners
Pennsylvania
$534K -$27.6K -127 -5%
KM
1416
Kalos Management
Georgia
$533K -$318K -1,463 -38%
IFAM
1417
Institutional & Family Asset Management
Colorado
$531K -$16.7K -77 -3%
TCMP
1418
Thrive Capital Management (Pennsylvania)
Pennsylvania
$530K -$66.6K -307 -11%
TCM
1419
Tandem Capital Management
New Jersey
$530K -$3.04K -14 -0.6%
MFW
1420
Meristem Family Wealth
Minnesota
$530K
WW
1421
Westshore Wealth
California
$529K -$1.95K -9 -0.4%
SFSIG
1422
San Francisco Sentry Investment Group
California
$528K +$19.5K +90 +4%
ZC
1423
Zeit Capital
Colorado
$527K -$300K -1,383 -37%
GIA
1424
Granite Investment Advisors
New Hampshire
$526K +$16.9K +78 +3%
BMD
1425
Better Money Decisions
New Mexico
$524K +$46.9K +216 +10%

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.