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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
LG
1426
LaFleur & Godfrey
Michigan
$524K +$510K +2,352 New
BIP
1427
Blueprint Investment Partners
North Carolina
$522K -$59.7K -275 -11%
MWM
1428
Meridian Wealth Management
Kentucky
$522K -$4.12K -19 -0.8%
CHP
1429
Cable Hill Partners
Oregon
$522K -$1.08K -5 -0.2%
RWP
1430
Ridgecrest Wealth Partners
California
$519K
MC
1431
Moors & Cabot
Massachusetts
$518K -$126K -580 -20%
GSIS
1432
Global Strategic Investment Solutions
Arizona
$518K +$169K +779 +50%
PFBT
1433
Parkside Financial Bank & Trust
Missouri
$517K -$54.3K -250 -10%
KFA
1434
Kelleher Financial Advisors
New York
$516K -$49.9K -230 -9%
EBSAM
1435
Eubel Brady & Suttman Asset Management
Ohio
$515K -$541K -2,491 -50%
MIM
1436
Moseley Investment Management
Florida
$514K +$26.9K +124 +6%
FWM
1437
Foresight Wealth Management
Utah
$514K +$72.7K +335 +17%
PWM
1438
PRW Wealth Management
Massachusetts
$513K -$8.91M -41,061 -95%
GIA
1439
GHP Investment Advisors
Colorado
$513K
PG
1440
Patten Group
Tennessee
$513K +$11.3K +52 +2%
GLA
1441
Good Life Advisors
Pennsylvania
$512K -$455K -2,098 -48%
BO
1442
BRR OpCo
Ohio
$511K -$47.7K -220 -9%
NEPPG
1443
New England Professional Planning Group
Rhode Island
$511K
AWG
1444
Altus Wealth Group
Colorado
$511K +$60.1K +277 +14%
RDFA
1445
Ritter Daniher Financial Advisory
Ohio
$507K -$23.4K -108 -5%
FWM
1446
Filbrandt Wealth Management
Wisconsin
$507K -$4.99K -23 -1%
4WM
1447
4J Wealth Management
Virginia
$505K
CP
1448
Castleview Partners
Texas
$505K +$492K +2,267 New
VHAM
1449
Van Hulzen Asset Management
California
$504K -$9.12K -42 -2%
MMA
1450
Miracle Mile Advisors
California
$503K +$170K +783 +53%

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.