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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
PWMG
1551
Pinnacle Wealth Management Group
Michigan
$375K +$366K +1,685 New
SFI
1552
SPC Financial Inc
Maryland
$373K
SCA
1553
Stonebridge Capital Advisors
Minnesota
$373K +$196K +903 +109%
SFG
1554
Sovereign Financial Group
Connecticut
$372K
TGAM
1555
TBH Global Asset Management
Tennessee
$372K +$8.68K +40 +2%
LWM
1556
Lyell Wealth Management
California
$371K
EWA
1557
Encompass Wealth Advisors
Oregon
$369K +$8.68K +40 +2%
MCP
1558
Mirador Capital Partners
California
$368K
PP
1559
Prosperity Planning
Missouri
$366K +$14.8K +68 +4%
GIA
1560
Goodwin Investment Advisory
Georgia
$363K
GWAG
1561
Garrett Wealth Advisory Group
Texas
$363K +$22.6K +104 +7%
RP
1562
Riverbridge Partners
Minnesota
$362K -$767K -3,532 -69%
FAN
1563
Financial Advisors Network
California
$362K
WBC
1564
West Branch Capital
Massachusetts
$362K +$651 +3 +0.2%
NCMW
1565
Northern Capital Management (Washington)
Washington
$361K -$49.9K -230 -12%
ACWM
1566
Adams Chetwood Wealth Management
North Carolina
$361K +$7.6K +35 +2%
BC
1567
Brio Consultants
California
$361K +$352K +1,621 New
WFA
1568
Wipfli Financial Advisors
Wisconsin
$361K +$434 +2 +0.1%
MWA
1569
Martel Wealth Advisors
Washington
$359K -$34.5K -159 -9%
AWM
1570
Absher Wealth Management
North Carolina
$359K
TSS
1571
Thomas Story & Son
Indiana
$357K
DWA
1572
Dougherty Wealth Advisers
Minnesota
$353K -$75.5K -348 -18%
AF
1573
Apexium Financial
Texas
$352K
WCA
1574
Westover Capital Advisors
Delaware
$350K -$868 -4 -0.3%
LDFR
1575
Lehman & Derafelo Financial Resources
Pennsylvania
$350K

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.