We are live on ! Find out more
VT icon

Vanguard Total World Stock ETF

602 hedge funds and large institutions have $6.25B invested in Vanguard Total World Stock ETF in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 260 increasing their positions, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $3.66M

147% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 34

64% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 159

28% more capital invested

Capital invested by funds: $4.87B → $6.25B (+$1.38B)

8% more funds holding

Funds holding: 555602 (+47)

3.53% more ownership

Funds ownership: 28.86%32.39% (+3.5%)

2% less funds holding in top 10

Funds holding in top 10: 4847 (-1)

Holders
602
Holders Change
+47
Holders Change %
+8.47%
% of All Funds
10.57%
Holding in Top 10
47
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.08%
% of All Funds
0.83%
New
84
Increased
260
Reduced
159
Closed
34
Calls
$11.2M
Puts
$3.66M
Net Calls
+$7.57M
Net Calls Change
+$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
251
Lehman & Derafelo Financial Resources
Pennsylvania
$1.2M
BAMG
252
Brand Asset Management Group
Missouri
$1.18M -$4.23K -44 -0.4%
RC
253
Roundview Capital
New Jersey
$1.18M +$7.88K +82 +0.7%
SPC
254
Sigma Planning Corp
Michigan
$1.17M +$422K +4,390 +57%
CPFP
255
Clear Perspectives Financial Planning
Ohio
$1.16M +$243K +2,522 +27%
EWA
256
EP Wealth Advisors
California
$1.16M -$37.3K -388 -3%
TYCC
257
Texas Yale Capital Corp
Florida
$1.15M +$1.06K +11 +0.1%
MWA
258
MFA Wealth Advisors
Pennsylvania
$1.14M
IWA
259
Intercontinental Wealth Advisors
Texas
$1.1M
CAM
260
Cresset Asset Management
Illinois
$1.1M +$2.12K +22 +0.2%
State Street
261
State Street
Massachusetts
$1.09M -$126K -1,306 -10%
MAFM
262
Mid Atlantic Financial Management
Pennsylvania
$1.08M -$46.7K -486 -4%
GLLW
263
Graves Light Lenhart Wealth
Virginia
$1.08M +$1.15K +12 +0.1%
JWCA
264
J.W. Cole Advisors
Florida
$1.08M +$166K +1,728 +19%
CCM
265
Condor Capital Management
New Jersey
$1.07M
APA
266
American Portfolios Advisors
New York
$1.07M +$56.1K +583 +6%
SFWC
267
Strategic Family Wealth Counselors
New Jersey
$1.06M
VA
268
Valmark Advisers
Ohio
$1.05M -$125K -1,299 -11%
WS
269
Wedbush Securities
California
$1.05M +$4.52K +47 +0.4%
FFG
270
Frisch Financial Group
New York
$1.05M +$257K +2,677 +33%
SGI
271
Summit Global Investments
Utah
$1.05M +$1.04M +10,771 New
SWP
272
Stratos Wealth Partners
Ohio
$1.04M +$138K +1,431 +15%
Capital World Investors
273
Capital World Investors
California
$1.04M +$454K +4,725 +79%
VVP
274
Venture Visionary Partners
Ohio
$1.03M -$235K -2,444 -19%
EW
275
Evoke Wealth
California
$1.02M +$45.8K +476 +5%

VT Hedge Fund Activity: Q1 2021 in Review

602 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2021, worth a combined $6.25B — up 28% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VT positions and 34 closed out — a net gain of 50 holders — while 260 added to existing stakes and 159 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $472M. The largest seller was Morgan Stanley, cutting an estimated $53.3M.

  • 602 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2021, up from 555 in Q4 2020.
  • Funds reported $6.25B of Vanguard Total World Stock ETF stock for Q1 2021, up 28% quarter-over-quarter.
  • 84 funds opened new Vanguard Total World Stock ETF positions in Q1 2021 and 34 closed out, a net change of +50 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2021 was Victory Capital Management, an estimated $472M added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2021 was Morgan Stanley, an estimated $53.3M sold.

Based on aggregated 13F filings for Q1 2021.