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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
XWM
1501
Xcel Wealth Management
Florida
$438K -$13.5K -62 -3%
BWL
1502
Bogart Wealth LLC
Virginia
$438K +$21.1K +97 +5%
DWM
1503
Destination Wealth Management
California
$438K +$426K +1,965 New
EP
1504
Eudaimonia Partners
Tennessee
$437K -$81.8K -377 -16%
TWM
1505
Trinity Wealth Management
Pennsylvania
$435K +$36.2K +167 +9%
WAS
1506
Winch Advisory Services
Wisconsin
$434K +$118K +543 +39%
QCM
1507
Quest Capital Management
Texas
$432K -$20K -92 -5%
MF
1508
Manchester Financial
California
$432K -$18.2K -84 -4%
MIC
1509
Meridian Investment Counsel
California
$432K
FM
1510
Family Management
New York
$432K +$276K +1,270 +190%
CCFCSB
1511
Cape Cod Five Cents Savings Bank
Massachusetts
$431K +$12.6K +58 +3%
BRA
1512
Biechele Royce Advisors
Indiana
$431K +$101K +464 +32%
KFI
1513
Key Financial Inc
Pennsylvania
$420K +$1.52K +7 +0.4%
HC
1514
Hatton Consulting
Arizona
$419K +$868 +4 +0.2%
LFA
1515
Legacy Financial Advisors
Kentucky
$419K +$408K +1,879 New
CI
1516
Chartist Inc
California
$418K
AWM
1517
Avondale Wealth Management
Texas
$418K
NB
1518
Northwest Bancshares
Pennsylvania
$417K +$33.9K +156 +9%
BWM
1519
BCGM Wealth Management
Indiana
$416K -$19.5K -90 -5%
FFG
1520
Frisch Financial Group
New York
$416K +$8.68K +40 +2%
T. Rowe Price Associates
1521
T. Rowe Price Associates
Maryland
$412K
AA
1522
Advisory Alpha
Michigan
$412K +$401K +1,849 New
CCP
1523
Cardan Capital Partners
Colorado
$410K
BA
1524
Bellwether Advisors
Nebraska
$409K +$202K +933 +103%
HIMC
1525
Heritage Investors Management Corp
Maryland
$408K +$77K +355 +24%

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.