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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
HCIA
1601
Hochman Cole Investment Advisors
Illinois
$327K
UWPG
1602
Ullmann Wealth Partners Group
Florida
$327K
D
1603
Diversified
Delaware
$326K -$24.3K -112 -7%
SIM
1604
Sonora Investment Management
Arizona
$325K -$26.9K -124 -8%
COF
1605
Capital One Financial
Virginia
$325K
EWM
1606
Executive Wealth Management
Michigan
$322K -$28K -129 -8%
UFF
1607
USA Financial Formulas
Michigan
$321K -$34.9K -161 -10%
AMIM
1608
Aull & Monroe Investment Management
Alabama
$320K
OFS
1609
Orrstown Financial Services
Pennsylvania
$320K
CF
1610
Centaurus Financial
California
$320K +$157K +723 +101%
FSG
1611
Financial Strategies Group
Michigan
$319K -$9.55K -44 -3%
PCS
1612
Personal CFO Solutions
New Jersey
$319K +$9.55K +44 +3%
PPW
1613
Pasadena Private Wealth
California
$318K +$868 +4 +0.3%
BSA
1614
Bull Street Advisors
Georgia
$316K +$11.5K +53 +4%
SBF
1615
Sara-Bay Financial
Florida
$315K
ERIM
1616
Eagle Ridge Investment Management
Connecticut
$314K -$2.17K -10 -0.7%
FLA
1617
Financial Life Advisors
Texas
$313K
AAM
1618
Augustine Asset Management
Florida
$310K +$9.55K +44 +3%
PWM
1619
Palumbo Wealth Management
New York
$308K -$7.81K -36 -3%
NWA
1620
New World Advisors
Massachusetts
$308K +$300K +1,382 New
PIM
1621
Provident Investment Management
Michigan
$306K
RP
1622
Rice Partnership
Hawaii
$306K +$298K +1,372 New
ST
1623
Sentinel Trust
Texas
$305K -$49.7K -229 -14%
FC
1624
Fulcrum Capital
Washington
$305K
CRWM
1625
Castle Rock Wealth Management
California
$305K +$868 +4 +0.3%

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.