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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
AAM
301
Autus Asset Management
Arizona
$786K +$85.9K +893 +12%
ICG
302
InterOcean Capital Group
Tennessee
$778K +$769K +8,000 New
AL
303
ADE LLC
Maryland
$775K -$3.65K -38 -0.5%
FPB
304
First PREMIER Bank
South Dakota
$773K
VFA
305
Valeo Financial Advisors
Indiana
$770K +$19.1K +199 +3%
RCAG
306
Rehmann Capital Advisory Group
Michigan
$759K +$962 +10 +0.1%
EWM
307
Evercore Wealth Management
New York
$753K -$886K -9,212 -54%
CMBA
308
C.M. Bidwell & Associates
Hawaii
$752K +$182K +1,891 +32%
CM
309
Columbus Macro
Pennsylvania
$748K +$739K +7,685 New
BWP
310
BSW Wealth Partners
Colorado
$744K +$18K +187 +3%
RIL
311
Rothschild Investment LLC
Illinois
$739K
TTWM
312
TCV Trust & Wealth Management
Virginia
$732K -$43.3K -450 -6%
First Manhattan
313
First Manhattan
New York
$731K
BIA
314
Barry Investment Advisors
Massachusetts
$728K +$129K +1,340 +22%
CFA
315
Cahill Financial Advisors
Minnesota
$712K +$106K +1,106 +18%
BAM
316
Belpointe Asset Management
Nevada
$696K -$71.3K -741 -9%
C1AG
317
Client 1st Advisory Group
Florida
$688K +$96 +1 +0%
Wealth Enhancement Advisory Services
318
Wealth Enhancement Advisory Services
Minnesota
$688K +$253K +2,632 +61%
OIA
319
OneDigital Investment Advisors
Kansas
$686K +$11.7K +122 +2%
CIAS
320
Capital Investment Advisory Services
North Carolina
$677K -$473K -4,918 -41%
FA
321
FC Advisory
Pennsylvania
$669K +$1.73K +18 +0.3%
JPG
322
Jordan Park Group
California
$656K
OCM
323
One Capital Management
California
$650K +$643K +6,682 New
BlackRock
324
BlackRock
New York
$644K -$3.06M -31,806 -83%
WPWM
325
Windward Private Wealth Management
Kansas
$642K -$37.1K -386 -6%

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.