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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
LGWM
1826
Litman Gregory Wealth Management
California
$43.2K -$31.2M -143,611 -77%
SIAP
1827
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K
FFA
1828
Founders Financial Alliance
North Carolina
$37K +$25.8K +119 +264%
DSC
1829
Duncker Streett & Co
Missouri
$36K
CWP
1830
Concord Wealth Partners
Virginia
$35K -$651 -3 -2%
LS
1831
Leelyn Smith
Illinois
$35K -$217 -1 -0.6%
FI
1832
FormulaFolio Investments
Michigan
$35K
HFM
1833
Hartford Financial Management
Connecticut
$35K
FRA
1834
Front Row Advisors
California
$34K
MPCG
1835
Matrix Private Capital Group
New York
$32K +$26.9K +124 +620%
FEG
1836
Financial Enhancement Group
Indiana
$31K +$30.6K +141 New
ETI
1837
Enterprise Trust & Investment
California
$29K
SFP
1838
Sterling Financial Planning
New Jersey
$29K
MAM
1839
McCarthy Asset Management
California
$26K
WFA
1840
Wells Financial Advisors
Massachusetts
$25K
NG
1841
NWK Group
California
$25K +$24.3K +112 New
TRCT
1842
Tower Research Capital (TRC)
New York
$22K -$5.3M -24,416 -100%
BWM
1843
Baystate Wealth Management
Massachusetts
$20K
TLFA
1844
True Link Financial Advisors
California
$14K
MIM
1845
MTM Investment Management
South Carolina
$12K
BC
1846
Burleson & Co
California
$11K
KC
1847
Knuff & Co
California
$11K
JHCP
1848
Jackson Hole Capital Partners
Oklahoma
$10K
WIM
1849
Westside Investment Management
California
$9.9K +$1.43M +6,593 +17%
H
1850
HoyleCohen
California
$7.84K +$2.17M +10,012 +40%

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.