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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
CYG
1851
Clean Yield Group
Vermont
$7K +$6.95K +32 New
BA
1852
Ballast Advisors
Minnesota
$6K
AA
1853
AlphaMark Advisors
Kentucky
$5K
MS
1854
Mizuho Securities
Japan
$5K
AF
1855
Arrow Financial
New York
$5K +$4.99K +23 New
TAM
1856
Tucker Asset Management
Colorado
$4.46K
FCAS
1857
First Command Advisory Services
Texas
$3K -$31.3K -144 -91%
CI
1858
CX Institutional
Indiana
$3K
EW
1859
Element Wealth
Mississippi
$2K
HIM
1860
HawsGoodwin Investment Management
Tennessee
$2K
WAM
1861
Wallington Asset Management
Indiana
$2K
BBHC
1862
Brown Brothers Harriman & Co
New York
$1.66K -$43.8K -202 -3%
CA
1863
Centerpoint Advisors
Massachusetts
$1K +$868 +4 New
CT
1864
Clearstead Trust
Maine
$1K +$1.3K +6 New
KJHP
1865
K.J. Harrison & Partners
Ontario, Canada
$910 -$4.12K -19 -0.5%
WA
1866
Waddell & Associates
Tennessee
$596 +$581K +2,676 New
CC
1867
Cypress Capital
Tennessee
-$43.9M -212,548 Closed
Schroder Investment Management Group
1868
Schroder Investment Management Group
United Kingdom
-$14.5M -70,033 Closed
CL
1869
CPWM LLC
Washington
-$13.7M -66,062 Closed
Susquehanna International Group
1870
Susquehanna International Group
Pennsylvania
-$10.4M -48,053 Closed
SFM
1871
Signet Financial Management
New Jersey
-$7.89M -38,165 Closed
AWC
1872
Abundance Wealth Counselors
Pennsylvania
-$6.42M -31,040 Closed
SLF
1873
Sun Life Financial
Ontario, Canada
-$5.3M -25,638 Closed
WC
1874
Wealth CMT
New Jersey
-$3.23M -15,615 Closed
UFA
1875
US Financial Advisors
Massachusetts
-$3.1M -15,006 Closed

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.