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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
SKK
1676
Shepherd Kaplan Krochuk
Massachusetts
$264K +$40.1K +185 +19%
JSL
1677
JT Stratford LLC
Georgia
$262K -$434 -2 -0.2%
MI
1678
Mercer Investments
Massachusetts
$262K +$255K +1,177 New
RTC
1679
Riverview Trust Company
Washington
$260K
CAM
1680
Carret Asset Management
New York
$260K +$217 +1 +0.1%
PP
1681
Palladium Partners
Virginia
$260K +$8.68K +40 +4%
LI
1682
LVZ Inc
Michigan
$258K
RIS
1683
Retirement Income Solutions
Michigan
$258K
SIM
1684
Sadoff Investment Management
Wisconsin
$258K +$13K +60 +5%
CCA
1685
Cadent Capital Advisors
Oklahoma
$258K +$32.8K +151 +15%
VCM
1686
Virtue Capital Management
Tennessee
$255K -$10.2K -47 -4%
DA
1687
Detalus Advisors
Missouri
$255K -$8.68K -40 -3%
EBT
1688
Enterprise Bank & Trust
Massachusetts
$254K +$868 +4 +0.4%
IAP
1689
Indie Asset Partners
Indiana
$253K
GWCM
1690
Godshalk Welsh Capital Management
Pennsylvania
$251K
FC
1691
Fusion Capital
South Carolina
$251K +$7.16K +33 +3%
YU
1692
Yale University
Connecticut
$250K +$243K +1,121 New
JCM
1693
Jacobsen Capital Management
Utah
$249K
MPW
1694
MA Private Wealth
California
$249K
IFWM
1695
Institute for Wealth Management
Colorado
$249K +$22.8K +105 +10%
TC
1696
TownSquare Capital
Utah
$249K +$240K +1,108 New
AA
1697
Addison Advisors
Vermont
$249K +$243K +1,119 New
SFA
1698
Souders Financial Advisors
Ohio
$246K
AWA
1699
ARS Wealth Advisors
Florida
$246K +$18.9K +87 +9%
EGA
1700
Eagle Global Advisors
Texas
$245K

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.