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
WP
351
WMS Partners
Maryland
$594K -$12K -118 -2%
MOS
352
MGO One Seven
Ohio
$589K -$40.6K -398 -7%
HSA
353
HBK Sorce Advisory
Pennsylvania
$586K +$918 +9 +0.2%
MCM
354
Monument Capital Management
Virginia
$583K -$50.8K -498 -8%
KPW
355
Kore Private Wealth
New York
$582K +$1.12K +11 +0.2%
BW
356
Bison Wealth
Georgia
$581K
Betterment LLC
357
Betterment LLC
New York
$570K -$11.5K -113 -2%
BO
358
BRR OpCo
Ohio
$570K
LFS
359
Lutz Financial Services
Nebraska
$564K +$10.8K +106 +2%
QC
360
QCM Cayman
Texas
$564K +$135K +1,322 +32%
RAM
361
Redmond Asset Management
Virginia
$563K
PP
362
PrairieView Partners
Minnesota
$562K +$204 +2 +0%
Janney Montgomery Scott
363
Janney Montgomery Scott
Pennsylvania
$562K +$22.9K +225 +4%
QCG
364
Quadrant Capital Group
Ohio
$559K -$3.77K -37 -0.7%
RA
365
RFG Advisory
Alabama
$555K +$261K +2,561 +92%
PFS
366
Prospera Financial Services
Texas
$543K
RVPG
367
Relative Value Partners Group
$535K +$102 +1 +0%
IF
368
Ironwood Financial
Arizona
$535K +$501K +4,917 +1,967%
KPWS
369
Kestra Private Wealth Services
Texas
$525K +$42.4K +416 +9%
WCG
370
Weaver Consulting Group
California
$514K +$75.2K +737 +17%
OPS
371
Orion Portfolio Solutions
Nebraska
$503K +$495K +4,854 New
NA
372
NewEdge Advisors
Louisiana
$500K -$102 -1 -0%
AL
373
Aspiriant LLC
California
$495K
CBFP
374
Cedar Brook Financial Partners
Ohio
$495K +$36.6K +359 +8%
CA
375
Clearstead Advisors
Ohio
$494K +$1.83K +18 +0.4%

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.