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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
SP
276
Successful Portfolios
Florida
$1.02M -$7.98K -83 -0.8%
IWM
277
IHT Wealth Management
Illinois
$1.01M +$1M +10,406 New
ATC
278
Argent Trust Co
Tennessee
$1.01M -$1.06K -11 -0.1%
RG
279
Rikoon Group
New Mexico
$996K +$288 +3 +0%
FFN
280
Focus Financial Network
Minnesota
$976K -$71.3K -741 -7%
RC
281
RBF Capital
California
$973K
FI
282
FormulaFolio Investments
Michigan
$969K -$7.94M -82,622 -90%
AIP
283
Almanack Investment Partners
Pennsylvania
$959K +$28.9K +301 +3%
BP
284
Ballentine Partners
Massachusetts
$948K +$31.1K +323 +3%
NEPPG
285
New England Professional Planning Group
Rhode Island
$946K -$8.27K -86 -0.9%
BEC
286
Blue Edge Capital
Virginia
$945K +$18.6K +193 +2%
NF
287
Nikulski Financial
Iowa
$911K +$49.1K +511 +6%
RPCA
288
Running Point Capital Advisors
California
$908K +$2.31K +24 +0.3%
HSWM
289
Hubbell Strickland Wealth Management
Louisiana
$876K -$96.4K -1,003 -10%
HI
290
Harbour Investments
Wisconsin
$876K +$865K +9,000 New
MCM
291
Manchester Capital Management
Vermont
$870K +$90.5K +941 +12%
CPIG
292
Chicago Partners Investment Group
Illinois
$858K +$808K +8,407 New
JWBC
293
John W. Brooker & Co
California
$853K -$962 -10 -0.1%
WI
294
Wintrust Investments
Illinois
$842K +$833K +8,658 New
CFMC
295
Curbstone Financial Management Corp
New Hampshire
$841K -$63.5K -660 -7%
NFG
296
Next Financial Group
Texas
$831K +$70.1K +729 +9%
SBSB
297
Sullivan, Bruyette, Speros & Blaney
Virginia
$830K +$26.3K +274 +3%
CHP
298
Cable Hill Partners
Oregon
$823K -$82.1K -854 -9%
BPA
299
Beacon Pointe Advisors
California
$806K +$193K +2,006 +32%
GWM
300
Gray Wealth Management
Maine
$805K -$7.5K -78 -0.9%

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.