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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
HT
1751
Heritage Trust
Oklahoma
$207K +$202K +930 New
OCM
1752
Orion Capital Management
California
$205K -$15.8K -73 -7%
SCM
1753
Seascape Capital Management
New Hampshire
$205K +$200K +920 New
BHB
1754
Bank Hapoalim BM
Israel
$205K +$200K +921 New
CFD
1755
Creative Financial Designs
Indiana
$204K -$8.25K -38 -4%
TCB
1756
Texas Capital Bancshares
Texas
$203K -$34.5K -159 -15%
BAM
1757
Berkshire Asset Management
Pennsylvania
$203K -$14.1K -65 -7%
AWM
1758
Arbor Wealth Management
Florida
$203K +$198K +913 New
SMG
1759
Spectrum Management Group
Indiana
$202K
JPG
1760
Jordan Park Group
California
$202K +$197K +908 New
FA
1761
Fagan Associates
New York
$201K +$196K +902 New
MCM
1762
Mengis Capital Management
Oregon
$200K +$195K +900 New
SA
1763
SRH Advisors
Kansas
$198K +$217 +1 +0.1%
CWM
1764
Cranbrook Wealth Management
Michigan
$192K +$21.1K +97 +13%
MM
1765
Main Management
California
$187K -$3.28M -15,098 -95%
ASBI
1766
American State Bank (Iowa)
Iowa
$183K
SWA
1767
SOA Wealth Advisors
New York
$180K +$41.9K +193 +31%
IRAG
1768
Investment Research & Advisory Group
Georgia
$177K
POIA
1769
Pin Oak Investment Advisors
Texas
$174K +$99.8K +460 +144%
HS
1770
Horan Securities
United States
$169K +$32.6K +150 +25%
CBT
1771
Central Bank & Trust
Kentucky
$168K
LWP
1772
Lumature Wealth Partners
Georgia
$167K
EWM
1773
Endurance Wealth Management
Rhode Island
$163K
WWM
1774
Wolff Wiese Magana
California
$162K +$217 +1 +0.1%
EDRH
1775
Edmond de Rothschild Holding
Switzerland
$156K

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.