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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
NFSG
1701
Newbridge Financial Services Group
Florida
$244K +$434 +2 +0.2%
PCH
1702
PGIM Custom Harvest
New Jersey
$244K +$237K +1,094 New
4FG
1703
4Thought Financial Group
New York
$242K -$166K -763 -41%
NEIRG
1704
New England Investment & Retirement Group
Massachusetts
$242K -$18.7K -86 -7%
PAM
1705
Peak Asset Management
Colorado
$241K +$235K +1,082 New
HPC
1706
Hobart Private Capital
North Carolina
$240K -$487K -2,243 -68%
PCMC
1707
Paragon Capital Management (Colorado)
Colorado
$239K +$651 +3 +0.3%
OC
1708
Oarsman Capital
Wisconsin
$239K +$3.25K +15 +1%
IA
1709
Insight Advisors
Pennsylvania
$239K +$230K +1,058 New
LWANC
1710
Laurel Wealth Advisors (North Carolina)
North Carolina
$238K
MCM
1711
Monarch Capital Management
Indiana
$238K +$6.08K +28 +3%
SLG
1712
Stanley-Laman Group
Pennsylvania
$235K +$229K +1,054 New
M
1713
MOTCO
Texas
$234K -$30.4K -140 -12%
SVCP
1714
Silicon Valley Capital Partners
California
$232K +$226K +1,043 New
FWP
1715
Falcon Wealth Planning
California
$230K -$26.9K -124 -11%
ESB
1716
Essex Savings Bank
Connecticut
$230K -$868 -4 -0.4%
SAM
1717
Strategy Asset Managers
California
$229K
FPIS
1718
Financial Planning & Information Services
Wisconsin
$229K +$223K +1,028 New
TF
1719
Trek Financial
Arizona
$229K +$223K +1,029 New
SA
1720
Sicart Associates
New York
$228K
AMC
1721
Asset Management Corp
Illinois
$228K +$222K +1,023 New
FAM
1722
Flaharty Asset Management
Florida
$227K -$43.4K -200 -16%
MSFP
1723
Mark Sheptoff Financial Planning
Connecticut
$226K
NAM
1724
NTV Asset Management
West Virginia
$226K
JC
1725
JBF Capital
Colorado
$223K -$12.8M -59,000 -98%

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.