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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
EIG
1526
Ellenbecker Investment Group
Wisconsin
$407K
TWM
1527
Tradition Wealth Management
Minnesota
$406K +$37.1K +171 +10%
WC
1528
Whitney & Co
New York
$402K
PAMG
1529
Patton Albertson Miller Group
Tennessee
$401K -$139K -640 -26%
LIM
1530
Loudon Investment Management
New Hampshire
$400K +$27.1K +125 +7%
EB
1531
Eastern Bank
Massachusetts
$398K
HWA
1532
HHM Wealth Advisors
Tennessee
$397K +$7.6K +35 +2%
TCWM
1533
Total Clarity Wealth Management
Illinois
$397K +$51K +235 +15%
BWFA
1534
Baltimore-Washington Financial Advisors
Maryland
$394K +$63.4K +292 +20%
RF
1535
Rollins Financial
Georgia
$391K
VC
1536
Vestor Capital
Illinois
$390K -$8.46K -39 -2%
EBA
1537
Eagle Bay Advisors
New York
$388K +$376K +1,734 New
VC
1538
Veracity Capital
Georgia
$387K +$377K +1,735 New
WJWM
1539
Williams Jones Wealth Management
New York
$386K +$3.25K +15 +0.9%
TA
1540
TFG Advisers
Michigan
$384K +$1.3K +6 +0.3%
LDB
1541
Lee, Danner & Bass
Tennessee
$384K +$20.8K +96 +6%
ODG
1542
O'Dell Group
Ohio
$384K +$374K +1,723 New
OWM
1543
Orgel Wealth Management
Wisconsin
$383K +$30.6K +141 +9%
SI
1544
SimpliFi Inc
California
$381K -$208K -957 -36%
CB
1545
Cadence Bank
Mississippi
$381K -$121K -557 -25%
AAM
1546
Ameraudi Asset Management
New York
$380K +$370K +1,707 New
AP
1547
Atwood & Palmer
Missouri
$379K -$109K -500 -23%
PMG
1548
Private Management Group
California
$378K +$368K +1,697 New
CCM
1549
Condor Capital Management
New Jersey
$377K +$36.7K +169 +11%
LJAC
1550
L.J. Altfest & Co
New York
$375K +$37.8K +174 +12%

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.