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
AIP
1651
Ameritas Investment Partners
Nebraska
$283K -$6.95K -32 -2%
WQ
1652
Wealth Quarterback
New Jersey
$283K +$276K +1,270 New
EW
1653
Emerson Wealth
Michigan
$282K
NRI
1654
NFP Retirement Inc
California
$282K -$195K -899 -42%
FPWM
1655
FSB Premier Wealth Management
Iowa
$281K
WCA
1656
Windsor Creek Advisors
Vermont
$281K +$868 +4 +0.3%
SC
1657
Schoolcraft Capital
Colorado
$280K
FWSM
1658
First Wilshire Securities Management
California
$279K -$32.6K -150 -11%
MAM
1659
MMA Asset Management
Pennsylvania
$279K
PP
1660
Patten & Patten
Tennessee
$277K -$75.1K -346 -22%
MCG
1661
McCollum Christoferson Group
New York
$275K -$7.6K -35 -3%
SNB
1662
Security National Bank
Nebraska
$275K +$39.1K +180 +17%
IWMA
1663
Ironwood Wealth Management (Arizona)
Arizona
$275K +$177K +815 +195%
ISB
1664
Iowa State Bank
Iowa
$274K
DIS
1665
Diversified Investment Strategies
Louisiana
$272K
CIM
1666
Cambria Investment Management
California
$272K +$54.7K +252 +26%
GWSG
1667
GPS Wealth Strategies Group
Colorado
$269K +$72.5K +334 +38%
FA
1668
Fortis Advisors
Pennsylvania
$269K +$262K +1,206 New
IWA
1669
Inspirion Wealth Advisors
Illinois
$269K +$262K +1,207 New
VAG
1670
VisionPoint Advisory Group
Texas
$268K -$3.47K -16 -1%
LA
1671
Lynch & Associates
Indiana
$268K
WW
1672
Waterfront Wealth
Kansas
$268K +$26.5K +122 +11%
CCP
1673
Clarkston Capital Partners
Michigan
$267K -$76K -350 -23%
HWA
1674
Hillcrest Wealth Advisors
New Jersey
$267K
CWM
1675
Concentrum Wealth Management
California
$264K

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.