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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
CA
151
Cambridge Associates
Massachusetts
$62.8M -$1.11M -5,133 -2%
EC
152
Estate Counselors
Wisconsin
$62.8M +$12.6M +58,135 +26%
RBC
153
Roble Belko & Company
Pennsylvania
$62.7M -$575K -2,648 -0.9%
UCFA
154
United Capital Financial Advisors
Texas
$62.6M -$9.24M -42,558 -13%
RWM
155
Rezny Wealth Management
Florida
$62.2M +$2.49M +11,454 +4%
CPC
156
Consolidated Planning Corp
Georgia
$62.1M -$12.3M -56,798 -17%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$62.1M +$1.34M +6,178 +2%
SA
158
Sunesis Advisors
Kansas
$61.2M +$59.6M +274,597 New
VM
159
VPR Management
Texas
$61M
CPWM
160
Cardinal Point Wealth Management
California
$60.6M +$2.46M +11,342 +4%
BEAM
161
Baker Ellis Asset Management
Washington
$59.7M +$578K +2,662 +1%
VA
162
Valmark Advisers
Ohio
$59.7M -$11.8M -54,363 -17%
SC
163
Savant Capital
Illinois
$58.2M +$2.43M +11,175 +4%
BJL
164
Brighton Jones LLC
Washington
$58M -$8.93M -41,156 -14%
CPCM
165
Cornerstone Partners Capital Management
Virginia
$57.7M -$13.6M -62,481 -19%
MML Investors Services
166
MML Investors Services
Massachusetts
$57.6M +$737K +3,398 +1%
HWM
167
Hemington Wealth Management
Virginia
$56.7M -$4.92M -22,664 -8%
ANTB
168
AMG National Trust Bank
Colorado
$55.8M +$1.95M +8,993 +4%
RVPG
169
Relative Value Partners Group
$54.7M +$3.36M +15,475 +7%
PAS
170
Park Avenue Securities
New York
$54.4M -$1.11M -5,119 -2%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$52.9M +$1.39M +6,397 +3%
SW
172
SVB Wealth
Massachusetts
$51.6M -$626K -2,883 -1%
V
173
Veritable
Delaware
$51.5M -$464K -2,139 -0.9%
ASW
174
Astoria Strategic Wealth
Texas
$51.3M +$1.92M +8,839 +4%
DADC
175
D.A. Davidson & Co
Montana
$51M +$5.7M +26,255 +13%

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.