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Vanguard Total World Stock ETF

625 hedge funds and large institutions have $6.52B invested in Vanguard Total World Stock ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 265 increasing their positions, 181 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 30

46% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 181

4% more funds holding

Funds holding: 602625 (+23)

7% more call options, than puts

Call options by funds: $9.95M | Put options by funds: $9.34M

4% more capital invested

Capital invested by funds: $6.25B → $6.52B (+$268M)

2.32% less ownership

Funds ownership: 32.39%30.07% (-2.3%)

13% less funds holding in top 10

Funds holding in top 10: 4741 (-6)

Holders
625
Holders Change
+23
Holders Change %
+3.82%
% of All Funds
10.88%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.71%
New
62
Increased
265
Reduced
181
Closed
30
Calls
$9.95M
Puts
$9.34M
Net Calls
+$615K
Net Calls Change
-$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
251
Roundview Capital
New Jersey
$1.26M
BAMG
252
Brand Asset Management Group
Missouri
$1.24M -$13.1K -128 -1%
TYCC
253
Texas Yale Capital Corp
Florida
$1.23M +$306 +3 +0%
SPIA
254
Steward Partners Investment Advisory
New York
$1.2M -$307K -3,008 -21%
BEC
255
Blue Edge Capital
Virginia
$1.17M +$164K +1,605 +17%
IWA
256
Intercontinental Wealth Advisors
Texas
$1.17M
FFG
257
Frisch Financial Group
New York
$1.15M +$36.3K +356 +3%
APA
258
American Portfolios Advisors
New York
$1.15M +$18.6K +182 +2%
GLLW
259
Graves Light Lenhart Wealth
Virginia
$1.15M +$2.35K +23 +0.2%
SGI
260
Summit Global Investments
Utah
$1.15M +$30.7K +301 +3%
CCM
261
Condor Capital Management
New Jersey
$1.14M
GB
262
Gunma Bank
Japan
$1.14M -$1.12M -11,000 -50%
SFWC
263
Strategic Family Wealth Counselors
New Jersey
$1.13M
IWM
264
IHT Wealth Management
Illinois
$1.13M +$47.7K +468 +4%
MAFM
265
Mid Atlantic Financial Management
Pennsylvania
$1.13M -$23.9K -234 -2%
WS
266
Wedbush Securities
California
$1.12M +$204 +2 +0%
SWP
267
Stratos Wealth Partners
Ohio
$1.12M +$11.4K +112 +1%
State Street
268
State Street
Massachusetts
$1.12M -$40.1K -393 -4%
SP
269
Successful Portfolios
Florida
$1.12M +$32.1K +315 +3%
MWA
270
MFA Wealth Advisors
Pennsylvania
$1.11M -$102K -1,005 -9%
BlackRock
271
BlackRock
New York
$1.11M +$415K +4,065 +61%
DT
272
Diversified Trust
Tennessee
$1.1M +$498K +4,882 +84%
EW
273
Evoke Wealth
California
$1.09M
MFW
274
Meristem Family Wealth
Minnesota
$1.08M +$1.06M +10,425 New
ATC
275
Argent Trust Co
Tennessee
$1.07M

VT Hedge Fund Activity: Q2 2021 in Review

625 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q2 2021, worth a combined $6.52B — up 4.3% from $6.25B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VT positions and 30 closed out — a net gain of 32 holders — while 265 added to existing stakes and 181 trimmed.

The largest buyer was Rakuten Investment Management, adding an estimated $157M. The largest seller was Summit Rock Advisors, exiting entirely with an estimated $133M sold.

  • 625 institutional investors held Vanguard Total World Stock ETF (VT) as of Q2 2021, up from 602 in Q1 2021.
  • Funds reported $6.52B of Vanguard Total World Stock ETF stock for Q2 2021, up 4.3% quarter-over-quarter.
  • 62 funds opened new Vanguard Total World Stock ETF positions in Q2 2021 and 30 closed out, a net change of +32 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q2 2021 was Rakuten Investment Management, an estimated $157M added.
  • The largest Vanguard Total World Stock ETF seller in Q2 2021 was Summit Rock Advisors, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2021.