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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
GFPC
1801
Global Financial Private Client
Florida
$95K
BWP
1802
Baldwin Wealth Partners
Massachusetts
$93K
MFG
1803
Monumental Financial Group
Maryland
$91K -$1.69M -7,774 -95%
CFG
1804
CKW Financial Group
Hawaii
$88K +$26.9K +124 +46%
HI
1805
Hudock Inc
Pennsylvania
$87K -$2.17K -10 -2%
IFA
1806
Interactive Financial Advisors
Illinois
$83K -$238K -1,096 -75%
RMC
1807
Resources Management Corp
Connecticut
$83K
CH
1808
Canton Hathaway
Rhode Island
$76K
SPWG
1809
Sage Private Wealth Group
Illinois
$76K +$217 +1 +0.3%
APWA
1810
Atlas Private Wealth Advisors
New Jersey
$74K +$36K +166 +100%
CTB
1811
Country Trust Bank
Illinois
$74K +$40.1K +185 +124%
WWMSC
1812
Wagner Wealth Management (South Carolina)
South Carolina
$72K
MAWCM
1813
Mine & Arao Wealth Creation & Management
California
$71K
RDWM
1814
Red Door Wealth Management
Tennessee
$70K +$68.1K +314 New
SL
1815
Savior LLC
Massachusetts
$68K
BHWM
1816
Bay Harbor Wealth Management
Maryland
$67K
CQS
1817
Credential Qtrade Securities
$66K +$64.2K +296 New
TFM
1818
TFC Financial Management
Massachusetts
$64K
IRC
1819
Investors Research Corp
Georgia
$61K
PAIM
1820
Punch & Associates Investment Management
Minnesota
$59K -$42.1K -194 -42%
LSA
1821
Lion Street Advisors
Texas
$55.7K +$54.3K +250 New
SIS
1822
Sound Income Strategies
Florida
$52K +$2.17K +10 +4%
PAI
1823
Pittenger & Anderson Inc
Nebraska
$52K +$46.4K +214 +1,070%
TCM
1824
Tradewinds Capital Management
Washington
$46K -$9.33K -43 -17%
FPFS
1825
First Personal Financial Services
North Carolina
$45K

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.