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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
FAG
1476
Financial Advisory Group
Texas
$460K +$6.51K +30 +1%
PPW
1477
Parcion Private Wealth
Washington
$459K +$162K +745 +57%
KCM
1478
Kanawha Capital Management
Virginia
$459K +$207K +954 +86%
THWM
1479
Taylor Hoffman Wealth Management
Virginia
$457K +$651 +3 +0.1%
DJSG
1480
D.J. St. Germain
Massachusetts
$456K -$434 -2 -0.1%
LWA
1481
Lenox Wealth Advisors
New York
$456K
RBFC
1482
Roman Butler Fullerton & Co
Missouri
$456K +$217 +1 +0%
WWM
1483
WT Wealth Management
Arizona
$455K +$178K +822 +67%
CCM
1484
Ciovacco Capital Management
Georgia
$451K +$217 +1 +0%
WC
1485
Woodstock Corp
Massachusetts
$451K +$434 +2 +0.1%
CCT
1486
Capital City Trust
Florida
$451K +$439K +2,023 New
LF
1487
Lee Financial
Texas
$450K +$29.3K +135 +7%
GCAC
1488
Guardian Capital Advisors (Canada)
Ontario, Canada
$450K +$195K +900 +82%
SAS
1489
Sanford Advisory Services
Michigan
$449K -$29.3K -135 -6%
CNFG
1490
Creegan & Nassoura Financial Group
New Hampshire
$446K
SC
1491
Solstein Capital
California
$446K
HWA
1492
Heartwood Wealth Advisors
Virginia
$443K
DAM
1493
Deltec Asset Management
New York
$442K -$60.8K -280 -12%
1IA
1494
1834 Investment Advisors
Wisconsin
$442K
BFA
1495
Brown Financial Advisory
Alabama
$441K
BCM
1496
Breiter Capital Management
Florida
$441K +$429K +1,979 New
BBW
1497
Blue Barn Wealth
Utah
$440K +$429K +1,976 New
FSWA
1498
Financial Synergies Wealth Advisors
Texas
$440K -$7.6K -35 -2%
AWM
1499
Aries Wealth Management
Maine
$439K -$64K -295 -13%
WCFA
1500
Walkner Condon Financial Advisors
Wisconsin
$438K -$25.6K -118 -6%

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.