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
CM
1726
Capital Management
Virginia
$223K
GLA
1727
Great Lakes Advisors
Illinois
$223K
WSCM
1728
Wellington Shields Capital Management
New York
$223K
WCWM
1729
Willow Creek Wealth Management
California
$223K
BCM
1730
BTC Capital Management
Iowa
$223K +$217K +1,002 New
PRS
1731
Pinkerton Retirement Specialists
Idaho
$222K +$216K +997 New
CFB
1732
Cullen/Frost Bankers
Texas
$221K -$45.8K -211 -18%
CL
1733
COWA LLC
Oklahoma
$221K
GFS
1734
GYL Financial Synergies
Connecticut
$220K +$215K +989 New
UF
1735
Univest Financial
Pennsylvania
$219K
Retirement Systems of Alabama
1736
Retirement Systems of Alabama
Alabama
$218K
LBD
1737
Landsberg Bennett & Dubbaneh
Florida
$218K +$217 +1 +0.1%
CF
1738
Corrigan Financial
Rhode Island
$217K -$2.17K -10 -1%
ACS
1739
Archford Capital Strategies
Illinois
$217K +$211K +972 New
CCB
1740
Cutter & Co Brokerage
Missouri
$217K +$212K +976 New
DI
1741
Diligent Investors
California
$217K +$212K +976 New
ACP
1742
Aviance Capital Partners
Florida
$216K -$523K -2,408 -71%
BS
1743
Banco Santander
Spain
$215K -$241K -1,110 -54%
SFPG
1744
Stonebridge Financial Planning Group
Florida
$214K
BC
1745
Belmont Capital
California
$213K +$23.4K +108 +13%
SCM
1746
Sterneck Capital Management
Missouri
$213K +$203K +937 New
CF
1747
Clarity Financial
Texas
$212K +$207K +952 New
HBT
1748
Hills Bank & Trust
Iowa
$211K -$15.2K -70 -7%
BMM
1749
Buffington Mohr McNeal
Idaho
$211K +$206K +947 New
BMA
1750
Brooks Moore & Associates
Tennessee
$209K +$204K +940 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.