We are live on ! Find out more
VTI icon

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
PG
1576
Prostatis Group
Maryland
$349K +$340K +1,568 New
KMWM
1577
Keudell/Morrison Wealth Management
Oregon
$348K
WAM
1578
Weatherly Asset Management
California
$347K
WA
1579
WP Advisors
California
$347K +$868 +4 +0.3%
AL
1580
ADE LLC
Maryland
$347K +$11.7K +54 +4%
HI
1581
Hendershot Investments
Virginia
$345K -$1.08K -5 -0.3%
BWA
1582
Burt Wealth Advisors
Maryland
$344K
PGIM
1583
Pacific Global Investment Management
California
$344K
SWAG
1584
Spectrum Wealth Advisory Group
California
$344K +$335K +1,545 New
Kayne Anderson Rudnick Investment Management
1585
Kayne Anderson Rudnick Investment Management
California
$341K -$1.51M -6,973 -82%
NIC
1586
Northwest Investment Counselors
Oregon
$341K +$217 +1 +0.1%
BWP
1587
BSW Wealth Partners
Colorado
$340K +$8.68K +40 +3%
QPWM
1588
Quadrant Private Wealth Management
Pennsylvania
$337K -$10.9K -50 -3%
BAM
1589
Beaumont Asset Management
Texas
$335K
DWM
1590
Defined Wealth Management
Oregon
$335K +$54.3K +250 +20%
AA
1591
Argent Advisors
Louisiana
$334K
WG
1592
Watchman Group
Texas
$334K +$79K +364 +32%
SC
1593
Schiavi & Co
Delaware
$334K +$326K +1,500 New
WIC
1594
Whitegate Investment Counselors
New Hampshire
$334K +$326K +1,501 New
VBFG
1595
Vishria Bird Financial Group
Tennessee
$332K -$2.82K -13 -0.9%
SPC
1596
Stewart & Patten Company
California
$332K
WI
1597
Wedgewood Investors
Pennsylvania
$332K
HWM
1598
HighMark Wealth Management
Minnesota
$331K -$5.64K -26 -2%
OBWG
1599
Onyx Bridge Wealth Group
New York
$331K +$323K +1,488 New
BHTS
1600
Bar Harbor Trust Services
Maine
$329K

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.