We are live on ! Find out more
VT icon

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
WWP
351
Waypoint Wealth Partners
California
$549K -$20.3K -211 -4%
HSA
352
HBK Sorce Advisory
Pennsylvania
$549K +$543K +5,644 New
Betterment LLC
353
Betterment LLC
New York
$546K -$33.2K -345 -6%
BW
354
Bison Wealth
Georgia
$546K -$13.9K -145 -3%
KPW
355
Kore Private Wealth
New York
$546K +$41.9K +436 +8%
CW
356
CreativeOne Wealth
Kansas
$539K +$532K +5,536 New
BO
357
BRR OpCo
Ohio
$535K +$529K +5,500 New
QWM
358
Quaker Wealth Management
New Jersey
$529K -$8.17K -85 -2%
PP
359
PrairieView Partners
Minnesota
$528K -$35.5K -369 -6%
RAM
360
Redmond Asset Management
Virginia
$528K -$1.92K -20 -0.4%
QCG
361
Quadrant Capital Group
Ohio
$528K +$3.56K +37 +0.7%
CWM
362
Collaborative Wealth Management
Florida
$527K +$501K +5,207 New
APP
363
Avantax Planning Partners
Iowa
$525K
NEWAS
364
N.E.W. Advisory Services
Wisconsin
$520K -$113K -1,178 -18%
LFS
365
Lutz Financial Services
Nebraska
$520K -$19.7K -205 -4%
SDIC
366
South Dakota Investment Council
South Dakota
$520K +$513K +5,340 New
TAM
367
Tocqueville Asset Management
New York
$516K -$67.3K -700 -12%
CPO
368
Cerity Partners OCIO
New York
$513K -$19.3K -201 -4%
PFS
369
Prospera Financial Services
Texas
$509K +$284K +2,954 +129%
PB
370
Pinnacle Bancorp
Nebraska
$507K +$41.7K +434 +9%
Janney Montgomery Scott
371
Janney Montgomery Scott
Pennsylvania
$506K -$272K -2,824 -35%
RVPG
372
Relative Value Partners Group
$503K
DACG
373
Donor Advised Charitable Giving
California
$500K +$1.35K +14 +0.3%
NA
374
NewEdge Advisors
Louisiana
$470K +$222K +2,310 +92%
AL
375
Aspiriant LLC
California
$465K

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.