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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
FA
326
FC Advisory
Pennsylvania
$682K -$30.9K -303 -4%
TTWM
327
TCV Trust & Wealth Management
Virginia
$680K -$99.9K -980 -13%
CIC
328
Cutler Investment Counsel
Oregon
$680K +$23K +226 +4%
BCA
329
Bay Colony Advisors
Massachusetts
$679K -$1.94K -19 -0.3%
ECM
330
Evergreen Capital Management
Washington
$675K +$2.85K +28 +0.4%
APP
331
Avantax Planning Partners
Iowa
$673K +$112K +1,096 +20%
MLFP
332
MPS Loria Financial Planners
Illinois
$669K -$6.22K -61 -0.9%
SMC
333
Smith, Moore & Co
Missouri
$669K +$26.1K +256 +4%
NPF
334
Norris Perne & French
Michigan
$668K
DCM
335
Disciplina Capital Management
Tennessee
$659K
MWM
336
MorganRosel Wealth Management
Colorado
$655K +$8.36K +82 +1%
BAM
337
Belpointe Asset Management
Nevada
$653K -$87.9K -862 -12%
WWP
338
Waypoint Wealth Partners
California
$652K +$66.5K +652 +12%
MWM
339
Mission Wealth Management
California
$649K -$10.5K -103 -2%
CW
340
Cabot-Wellington
Massachusetts
$642K
TFF
341
The Family Firm
Maryland
$641K -$3.16K -31 -0.5%
CW
342
CreativeOne Wealth
Kansas
$639K +$64.4K +632 +11%
CIAS
343
Capital Investment Advisory Services
North Carolina
$632K -$87.1K -854 -12%
NWM
344
Northwest Wealth Management
Iowa
$632K +$23.7K +232 +4%
CB
345
Commerce Bank
Missouri
$624K +$614K +6,025 New
TI
346
Trexquant Investment
Connecticut
$608K +$350K +3,429 +141%
AA
347
AlphaMark Advisors
Kentucky
$606K -$20.4K -200 -3%
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$606K
CPO
349
Cerity Partners OCIO
New York
$600K +$52.1K +511 +10%
CFA
350
Cahill Financial Advisors
Minnesota
$598K -$158K -1,546 -21%

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.