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
HFS
1776
Hantz Financial Services
Michigan
$148K +$40.4K +186 +39%
RE
1777
RBC Europe
United Kingdom
$147K
CCC
1778
Crescent Capital Consulting
Louisiana
$145K
NL
1779
NVWM LLC
Pennsylvania
$138K -$143K -657 -51%
ANBT
1780
American National Bank & Trust
Texas
$137K -$7.6K -35 -5%
LB
1781
Legacy Bridge
Iowa
$134K
SSC
1782
Syverson Strege & Co
Iowa
$133K
BCA
1783
Bray Capital Advisors
Florida
$130K
BFO
1784
Biltmore Family Office
North Carolina
$126K
FFC
1785
First Financial Corp
Indiana
$125K -$8.9K -41 -7%
EIP
1786
Ellis Investment Partners
Pennsylvania
$120K +$217 +1 +0.2%
DAM
1787
Delta Asset Management
Tennessee
$120K +$11.9K +55 +11%
HWMA
1788
Heritage Wealth Management (Arizona)
Arizona
$117K +$114K +523 New
TVWM
1789
Tower View Wealth Management
Wisconsin
$112K +$217 +1 +0.2%
PWMG
1790
Prestige Wealth Management Group
New Jersey
$110K -$10.9K -50 -9%
EARNEST Partners
1791
EARNEST Partners
Georgia
$109K -$84.4K -389 -44%
FCA
1792
FinTrust Capital Advisors
South Carolina
$109K +$1.08K +5 +1%
FPS
1793
Fieldpoint Private Securities
Connecticut
$106K +$3.91K +18 +4%
CPWM
1794
Cypress Point Wealth Management
Texas
$104K +$14.3K +66 +17%
FMP
1795
Financial Management Professionals
Texas
$102K +$434 +2 +0.4%
Vontobel Holding
1796
Vontobel Holding
Switzerland
$102K +$99.8K +460 New
QCMNJ
1797
Quantum Capital Management (New Jersey)
New Jersey
$101K
GI
1798
Gradient Investments
Minnesota
$100K -$6.29K -29 -6%
GA
1799
GoalVest Advisory
New York
$97K +$87K +401 +1,179%
BAM
1800
Barrett Asset Management
New York
$95K

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.