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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
SFP
1451
Shepherd Financial Partners
Massachusetts
$502K -$64.9K -299 -12%
ICP
1452
Interchange Capital Partners
Pennsylvania
$499K -$248K -1,145 -34%
FC
1453
Ferris Capital
Massachusetts
$499K +$486K +2,239 New
TWP
1454
Total Wealth Planning
Ohio
$499K +$486K +2,239 New
ECG
1455
Edge Capital Group
Georgia
$494K +$104K +478 +28%
DE
1456
Day & Ennis
Georgia
$493K +$480K +2,212 New
JFL
1457
Jarislowsky, Fraser Ltd
Quebec, Canada
$491K +$479K +2,205 New
OIA
1458
Optimum Investment Advisors
Illinois
$489K
AIA
1459
Alera Investment Advisors
Illinois
$488K -$868 -4 -0.2%
SC
1460
Sawyer & Company
Massachusetts
$487K +$20.6K +95 +5%
FNT
1461
First National Trust
Pennsylvania
$484K -$31.7K -146 -6%
JCM
1462
Jag Capital Management
Missouri
$484K
ANB
1463
Amarillo National Bank
Texas
$483K
CCA
1464
Clearwater Capital Advisors
Illinois
$483K +$1.3K +6 +0.3%
FP
1465
Financial Perspectives
Minnesota
$476K -$104M -478,298 -100%
SIA
1466
SkyView Investment Advisors
New Jersey
$473K
EFL
1467
ERn Financial LLC
Wisconsin
$473K +$38.2K +176 +9%
IDA
1468
Intelligence Driven Advisers
California
$471K +$33.9K +156 +8%
LB
1469
Leo Brokerage
Texas
$470K +$59.2K +273 +15%
MIM
1470
Marco Investment Management
Georgia
$469K -$87.5K -403 -16%
DA
1471
Dash Acquisitions
California
$467K
SRC
1472
Shufro Rose & Co
New York
$465K +$18.7K +86 +4%
CP
1473
Capital Planning
Washington
$464K
DP
1474
Dearborn Partners
Illinois
$462K -$38K -175 -8%
AA
1475
Apriem Advisors
California
$462K +$3.25K +15 +0.7%

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.