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Vanguard Total Stock Market ETF

1,900 hedge funds and large institutions have $78.3B invested in Vanguard Total Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 857 increasing their positions, 638 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

469% more call options, than puts

Call options by funds: $3.44B | Put options by funds: $605M

135% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 48

34% more repeat investments, than reductions

Existing positions increased: 857 | Existing positions reduced: 638

2% more funds holding

Funds holding: 1,8651,900 (+35)

1% more funds holding in top 10

Funds holding in top 10: 401407 (+6)

3% more capital invested

Capital invested by funds: $76B → $78.3B (+$2.36B)

0.04% more ownership

Funds ownership: 30.48%30.52% (+0.04%)

Holders
1,900
Holders Change
+35
Holders Change %
+1.88%
% of All Funds
33.26%
Holding in Top 10
407
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.5%
% of All Funds
7.12%
New
113
Increased
857
Reduced
638
Closed
48
Calls
$3.44B
Puts
$605M
Net Calls
+$2.84B
Net Calls Change
+$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1851
Kelly Financial Services
Massachusetts
$48.3K +$49.7K +218 New
APWA
1852
Atlas Private Wealth Advisors
New Jersey
$48K -$26.2K -115 -35%
JWM
1853
Jackson Wealth Management
Florida
$46K +$3.72M +16,311 +637%
TCM
1854
Tradewinds Capital Management
Washington
$45K -$1.6K -7 -3%
FPFS
1855
First Personal Financial Services
North Carolina
$44K
BIA
1856
Bell Investment Advisors
California
$40K +$41K +180 New
SWM
1857
Selective Wealth Management
Virginia
$38K +$38.8K +170 New
CTB
1858
Country Trust Bank
Illinois
$36K -$39.2K -172 -51%
DSC
1859
Duncker Streett & Co
Missouri
$36K
FFA
1860
Founders Financial Alliance
North Carolina
$36K
LS
1861
Leelyn Smith
Illinois
$35K +$228 +1 +0.6%
CWP
1862
Concord Wealth Partners
Virginia
$34K -$1.14K -5 -3%
HFM
1863
Hartford Financial Management
Connecticut
$34K
FRA
1864
Front Row Advisors
California
$33K
PA
1865
PSI Advisors
Florida
$32K +$33.3K +146 New
SL
1866
Savior LLC
Massachusetts
$30K -$38.1K -167 -55%
ETI
1867
Enterprise Trust & Investment
California
$28K
MIM
1868
Macroview Investment Management
Maryland
$27K +$28K +123 New
SFP
1869
Sterling Financial Planning
New Jersey
$26K -$2.96K -13 -10%
MAM
1870
McCarthy Asset Management
California
$26K
WFA
1871
Wells Financial Advisors
Massachusetts
$25K
KA
1872
Kozak & Associates
Colorado
$24K +$22.1K +97 New
LIA
1873
LBMC Investment Advisors
Tennessee
$14.7K -$1.87M -8,186 -12%
TLFA
1874
True Link Financial Advisors
California
$14K
CC
1875
Chicago Capital
Illinois
$14K +$14.1K +62 New

VTI Hedge Fund Activity: Q3 2021 in Review

1,900 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q3 2021, worth a combined $78.3B — up 3.1% from $76B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new VTI positions and 48 closed out — a net gain of 65 holders — while 857 added to existing stakes and 638 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $1.4B. The largest seller was Weitzel Financial Services, cutting an estimated $563M.

  • 1,900 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q3 2021, up from 1,865 in Q2 2021.
  • Funds reported $78.3B of Vanguard Total Stock Market ETF stock for Q3 2021, up 3.1% quarter-over-quarter.
  • 113 funds opened new Vanguard Total Stock Market ETF positions in Q3 2021 and 48 closed out, a net change of +65 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q3 2021 was Wellspring Financial Advisors, an estimated $1.4B added.
  • The largest Vanguard Total Stock Market ETF seller in Q3 2021 was Weitzel Financial Services, an estimated $563M sold.

Based on aggregated 13F filings for Q3 2021.