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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
DP
1901
DDD Partners
Washington
-$255K -1,232 Closed
SDJVC
1902
St. Denis J. Villere & Co
Louisiana
-$231K -1,118 Closed
YCM
1903
Yakira Capital Management
Connecticut
-$224K -1,085 Closed
VAS
1904
Vestmark Advisory Solutions
Massachusetts
-$213K -1,030 Closed
BCA
1905
Bernzott Capital Advisors
California
-$208K -1,005 Closed
CA
1906
Callahan Advisors
Texas
-$207K -1,002 Closed
MLFP
1907
MPS Loria Financial Planners
Illinois
-$163K -789 Closed
CFN
1908
Cordasco Financial Network
Florida
-$161K -779 Closed
CWA
1909
Carolina Wealth Advisors
South Carolina
-$109K -525 Closed
MWM
1910
Mascoma Wealth Management
New Hampshire
-$55K -267 Closed
HI
1911
Human Investing
Oregon
-$54K -260 Closed
ACM
1912
Allred Capital Management
Texas
-$51.9K -251 Closed
AC
1913
Arjuna Capital
North Carolina
-$52K -250 Closed
SWP
1914
ShoreHaven Wealth Partners
New Jersey
-$46K -224 Closed
BAMG
1915
Brand Asset Management Group
Missouri
-$36K -175 Closed
FFW
1916
Fusion Family Wealth
New York
-$31K -150 Closed
PWC
1917
PYA Waltman Capital
Tennessee
-$30K -145 Closed
SWM
1918
Selective Wealth Management
Virginia
-$29K -142 Closed
IHWM
1919
Iron Horse Wealth Management
Iowa
-$18K -89 Closed
SNT
1920
Security National Trust
West Virginia
-$9K -44 Closed
SFMG
1921
Sage Financial Management Group
Virginia
-$6K -31 Closed
FP
1922
Fiduciary Planning
Florida
-$4K -21 Closed
TC
1923
Truvestments Capital
Florida
-$3K -15 Closed
LIA
1924
LS Investment Advisors
Michigan
-$2K -9 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.