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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
BAAM
176
Baker Avenue Asset Management
California
$50.7M -$1.95M -8,987 -4%
TFCP
177
Twin Focus Capital Partners
Massachusetts
$50.4M +$3.84M +17,682 +8%
JFGIW
178
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50.1M -$513K -2,364 -1%
KIA
179
KCM Investment Advisors
California
$50M +$89.8K +414 +0.2%
SWM
180
Segment Wealth Management
Texas
$49.2M +$2.05M +9,459 +4%
PMA
181
Prudent Man Advisors
Illinois
$48.7M +$356K +1,639 +0.8%
TC
182
Trilogy Capital
California
$48.2M -$908K -4,183 -2%
OBWP
183
O'Brien Wealth Partners
Massachusetts
$46.6M -$2.6M -11,989 -5%
WCM
184
Windham Capital Management
Massachusetts
$46.4M -$1.28M -5,892 -3%
WFA
185
Wellspring Financial Advisors
Ohio
$46.3M -$18.3M -84,316 -29%
LWMG
186
Levy Wealth Management Group
Pennsylvania
$46.1M +$2.66M +12,273 +6%
GAG
187
GM Advisory Group
New York
$45.1M +$2.98M +13,738 +7%
JFGLC
188
Johnson Financial Group LLC (Colorado)
Colorado
$45.1M +$2.03M +9,357 +5%
BlackRock
189
BlackRock
New York
$44.8M -$1.76M -8,123 -4%
PWM
190
Prentice Wealth Management
New York
$44.8M +$1.67M +7,673 +4%
WP
191
WealthPLAN Partners
Nebraska
$44.5M +$819K +3,772 +2%
BL
192
Balentine LLC
Georgia
$44.5M -$273K -1,259 -0.6%
Bessemer Group
193
Bessemer Group
New Jersey
$44.4M -$572K -2,635 -1%
CWM
194
Cedar Wealth Management
California
$44.4M +$465K +2,142 +1%
SP
195
Symmetry Partners
Connecticut
$44.4M -$1.1M -5,068 -2%
GT
196
Glenmede Trust
Pennsylvania
$44.3M +$1.85M +8,520 +4%
Jones Financial Companies
197
Jones Financial Companies
Missouri
$44.2M -$2.66M -12,247 -6%
EPP
198
ETF Portfolio Partners
Kansas
$43.9M +$2.75M +12,689 +7%
LPT
199
Legacy Private Trust
Wisconsin
$43.7M -$1.46M -6,729 -3%
EAM
200
Evanson Asset Management
California
$42.9M +$1.45M +6,691 +4%

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.