We are live on ! Find out more
VT icon

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
VFA
301
Valeo Financial Advisors
Indiana
$850K +$29.8K +292 +4%
CFG
302
Citizens Financial Group
Rhode Island
$830K +$817K +8,012 New
ICG
303
InterOcean Capital Group
Tennessee
$829K
AL
304
ADE LLC
Maryland
$825K +$102 +1 +0%
FPB
305
First PREMIER Bank
South Dakota
$823K
MWA
306
Meridian Wealth Advisors
Texas
$823K +$810K +7,939 New
Wealth Enhancement Advisory Services
307
Wealth Enhancement Advisory Services
Minnesota
$822K +$101K +994 +14%
RCAG
308
Rehmann Capital Advisory Group
Michigan
$822K +$13.2K +129 +2%
CCM
309
Coldstream Capital Management
Washington
$813K +$800K +7,846 New
VA
310
Valmark Advisers
Ohio
$809K -$310K -3,037 -28%
EWM
311
Evercore Wealth Management
New York
$802K
CMBA
312
C.M. Bidwell & Associates
Hawaii
$787K -$14K -137 -2%
RIL
313
Rothschild Investment LLC
Illinois
$787K
First Manhattan
314
First Manhattan
New York
$779K
CHP
315
Cable Hill Partners
Oregon
$778K -$96.4K -945 -11%
PFO
316
Pathstone Family Office
New Jersey
$762K +$98.3K +964 +15%
AAM
317
Autus Asset Management
Arizona
$752K -$83.9K -823 -10%
Wolverine Trading
318
Wolverine Trading
Illinois
$750K +$736K +7,220 New
OIA
319
OneDigital Investment Advisors
Kansas
$744K +$12.8K +126 +2%
BWP
320
BSW Wealth Partners
Colorado
$727K -$64.8K -635 -8%
C1AG
321
Client 1st Advisory Group
Florida
$712K -$21.1K -207 -3%
JPG
322
Jordan Park Group
California
$698K
OCM
323
One Capital Management
California
$692K -$102 -1 -0%
WPWM
324
Windward Private Wealth Management
Kansas
$692K +$7.65K +75 +1%
WP
325
WealthShield Partners
North Carolina
$683K +$38.1K +374 +6%

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.