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Vanguard Total World Stock ETF

643 hedge funds and large institutions have $7.63B invested in Vanguard Total World Stock ETF in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 282 increasing their positions, 161 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

94% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $10.2M

75% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 161

17% more capital invested

Capital invested by funds: $6.52B → $7.63B (+$1.11B)

3% more funds holding

Funds holding: 625643 (+18)

2% more funds holding in top 10

Funds holding in top 10: 4142 (+1)

2.28% more ownership

Funds ownership: 30.07%32.34% (+2.3%)

Holders
643
Holders Change
+18
Holders Change %
+2.88%
% of All Funds
11.26%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.74%
New
54
Increased
282
Reduced
161
Closed
27
Calls
$19.8M
Puts
$10.2M
Net Calls
+$9.56M
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
D
301
Diversified
Delaware
$890K +$916K +8,743 New
DACG
302
Donor Advised Charitable Giving
California
$883K +$2.1K +20 +0.2%
MOS
303
MGO One Seven
Ohio
$883K +$269K +2,568 +45%
HI
304
Harbour Investments
Wisconsin
$866K -$80.2K -765 -8%
CCM
305
Coldstream Capital Management
Washington
$859K +$78.7K +751 +10%
IF
306
Ironwood Financial
Arizona
$842K +$325K +3,098 +60%
VFA
307
Valeo Financial Advisors
Indiana
$835K
JPG
308
Jordan Park Group
California
$830K +$148K +1,411 +21%
CFMC
309
Curbstone Financial Management Corp
New Hampshire
$824K -$15.7K -150 -2%
1832 Asset Management
310
1832 Asset Management
Ontario, Canada
$821K
Wealth Enhancement Advisory Services
311
Wealth Enhancement Advisory Services
Minnesota
$820K -$26.3K -251 -3%
ICG
312
InterOcean Capital Group
Tennessee
$815K
MWA
313
Meridian Wealth Advisors
Texas
$812K +$3.25K +31 +0.4%
FPB
314
First PREMIER Bank
South Dakota
$809K
VA
315
Valmark Advisers
Ohio
$808K +$12.9K +123 +2%
RCAG
316
Rehmann Capital Advisory Group
Michigan
$803K -$4.82K -46 -0.6%
AL
317
ADE LLC
Maryland
$795K -$16.7K -159 -2%
VVP
318
Venture Visionary Partners
Ohio
$789K -$69.9K -667 -8%
EWM
319
Evercore Wealth Management
New York
$788K
PO
320
Private Ocean
California
$776K +$795K +7,585 +22,985%
RIL
321
Rothschild Investment LLC
Illinois
$774K
First Manhattan
322
First Manhattan
New York
$765K
CMBA
323
C.M. Bidwell & Associates
Hawaii
$756K -$17.8K -170 -2%
QCG
324
Quadrant Capital Group
Ohio
$754K +$210K +2,006 +37%
PFO
325
Pathstone Family Office
New Jersey
$751K +$2.1K +20 +0.3%

VT Hedge Fund Activity: Q3 2021 in Review

643 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q3 2021, worth a combined $7.63B — up 17% from $6.52B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VT positions and 27 closed out — a net gain of 27 holders — while 282 added to existing stakes and 161 trimmed.

The largest buyer was Bank of America, adding an estimated $894M. The largest seller was Jane Street, cutting an estimated $58.9M.

  • 643 institutional investors held Vanguard Total World Stock ETF (VT) as of Q3 2021, up from 625 in Q2 2021.
  • Funds reported $7.63B of Vanguard Total World Stock ETF stock for Q3 2021, up 17% quarter-over-quarter.
  • 54 funds opened new Vanguard Total World Stock ETF positions in Q3 2021 and 27 closed out, a net change of +27 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q3 2021 was Bank of America, an estimated $894M added.
  • The largest Vanguard Total World Stock ETF seller in Q3 2021 was Jane Street, an estimated $58.9M sold.

Based on aggregated 13F filings for Q3 2021.