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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
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$86.1M -$1.23M -5,645 -1%
CPO
127
Cerity Partners OCIO
New York
$85.9M -$7.46M -34,353 -8%
Financial Engines Advisors
128
Financial Engines Advisors
California
$85.1M -$1.15M -5,301 -1%
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$84.3M +$611K +2,814 +0.7%
LC
130
Lindbrook Capital
California
$81.6M -$289K -1,333 -0.4%
WSFS
131
Wilmington Savings Fund Society
Delaware
$79.3M -$4.37M -20,136 -5%
TA
132
Trellis Advisors
Washington
$78.1M +$58.8K +271 +0.1%
CTC
133
Chai Trust Company
Illinois
$77.7M +$2.46M +11,351 +3%
Stifel Financial
134
Stifel Financial
Missouri
$77.1M +$3.09M +14,233 +4%
LC
135
Landaas & Company
Wisconsin
$77.1M +$107K +493 +0.1%
ZF
136
Zhang Financial
Michigan
$76.6M -$160K -737 -0.2%
DFG
137
Delphi Financial Group
Delaware
$75.9M +$10.2M +47,200 +16%
TA
138
TruWealth Advisors
Louisiana
$75.9M +$1.68M +7,761 +2%
MWM
139
Mission Wealth Management
California
$75.5M -$3.74M -17,215 -5%
RFC
140
Regions Financial Corp
Alabama
$74.1M +$772K +3,558 +1%
NAM
141
Nissay Asset Management
Japan
$73.5M
EW
142
Evoke Wealth
California
$72.2M +$13.4M +61,623 +23%
AIM
143
Allen Investment Management
New York
$68.9M +$7.62M +35,108 +13%
MCM
144
MAI Capital Management
Ohio
$68.5M -$362K -1,670 -0.5%
CWM
145
Circle Wealth Management
New Jersey
$65.5M +$360K +1,659 +0.6%
B
146
Bailard
California
$65.3M -$3.27M -15,081 -5%
JIC
147
Joel Isaacson & Co
New York
$64.7M +$1.95M +8,977 +3%
FQ
148
First Quadrant
California
$63.2M -$2.8M -12,900 -4%
LW
149
Linscomb Wealth
Texas
$63M -$2.84M -13,086 -4%
LSAG
150
Lake Street Advisors Group
New Hampshire
$62.9M -$645K -2,972 -1%

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.