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
AWM
1626
Aprio Wealth Management
Georgia
$305K +$297K +1,369 New
AFM
1627
Abbot Financial Management
Massachusetts
$304K +$7.81K +36 +3%
TFA
1628
Teamwork Financial Advisors
Texas
$301K -$868 -4 -0.3%
ABP
1629
Arthur B. Page
$301K
LWA
1630
Lowe Wealth Advisors
Maryland
$299K
SIAG
1631
Safeguard Investment Advisory Group
California
$297K -$4.78K -22 -2%
TP
1632
Tranquility Partners
Tennessee
$296K +$12.8K +59 +5%
IA
1633
Inspire Advisors
Idaho
$296K +$18.2K +84 +7%
MWM
1634
Marietta Wealth Management
Georgia
$293K
TFP
1635
Triune Financial Partners
Kansas
$293K +$285K +1,314 New
LCM
1636
LCM Capital Management
Illinois
$292K -$9.77K -45 -3%
RWM
1637
RKL Wealth Management
Pennsylvania
$291K -$9.33K -43 -3%
HA
1638
HYA Advisors
Missouri
$291K
RT
1639
Rockland Trust
Massachusetts
$291K +$20.4K +94 +8%
BOS
1640
Bank of Stockton
California
$291K +$284K +1,307 New
JAG
1641
Journey Advisory Group
Kentucky
$290K
Toronto Dominion Bank
1642
Toronto Dominion Bank
Ontario, Canada
$289K -$1.22M -5,641 -81%
PWP
1643
Personal Wealth Partners
Minnesota
$289K
NAMM
1644
NorthStar Asset Management (Massachusetts)
Massachusetts
$287K
MSA
1645
Marino Stram & Associates
Massachusetts
$287K -$20.2K -93 -7%
GAM
1646
Gould Asset Management
California
$287K
GIP
1647
Greatmark Investment Partners
Georgia
$287K
YWP
1648
YorkBridge Wealth Partners
New York
$287K +$17.6K +81 +7%
BFC
1649
Blue Fin Capital
Rhode Island
$286K +$279K +1,284 New
AMM
1650
American Money Management
California
$285K +$277K +1,278 New

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.