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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
HTC
201
Haverford Trust Company
Pennsylvania
$42.2M +$1.18M +5,425 +3%
NEWAS
202
N.E.W. Advisory Services
Wisconsin
$42.1M +$5.03M +23,166 +14%
SMC
203
Smith, Moore & Co
Missouri
$41.1M +$158K +728 +0.4%
NC
204
NewSquare Capital
Pennsylvania
$40.9M +$5.59M +25,780 +16%
PG
205
Proffitt & Goodson
Tennessee
$40.4M -$614K -2,828 -2%
WCWM
206
Wooster Corthell Wealth Management
Connecticut
$40.3M +$86.2K +397 +0.2%
KIM
207
Karpus Investment Management
New York
$39.9M +$4.38M +20,173 +13%
SHWM
208
Smith & Howard Wealth Management
Georgia
$39.8M -$740K -3,410 -2%
PA
209
Pinnacle Associates
New York
$39.8M +$743K +3,424 +2%
AP
210
Advisors Preferred
Maryland
$39.3M +$38.1M +175,390 New
QA
211
Quantitative Advantage
Minnesota
$39.1M +$4.02M +18,521 +12%
FAAM
212
First Ascent Asset Management
Colorado
$39.1M +$2.11M +9,725 +6%
KeyBank National Association
213
KeyBank National Association
Ohio
$38.7M +$219K +1,007 +0.6%
OH
214
Oikos Holdings
New York
$38.6M +$27M +124,450 +254%
AT
215
Arden Trust
Delaware
$38.3M -$6.28M -28,920 -14%
RW
216
REDW Wealth
New Mexico
$38.3M -$892K -4,112 -2%
BPA
217
Beacon Pointe Advisors
California
$38.2M +$9.41M +43,355 +34%
JFG
218
JMG Financial Group
Illinois
$38M -$3.69K -17 -0%
WA
219
WBH Advisory
Maryland
$36.9M -$210K -968 -0.6%
ECT
220
Ebor Charitable Trust
Wyoming
$36.6M
RPWA
221
Regent Peak Wealth Advisors
Georgia
$36.4M +$3.28M +15,096 +10%
AAMC
222
Asset Allocation & Management Company
Illinois
$36.4M +$392K +1,804 +1%
AWM
223
AE Wealth Management
Kansas
$35.9M +$4.66M +21,480 +15%
OFW
224
Omnia Family Wealth
Florida
$35.5M +$584K +2,692 +2%
EK
225
Evensky & Katz
Florida
$34.9M -$669K -3,081 -2%

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.