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
CA
376
Clearstead Advisors
Ohio
$462K +$865 +9 +0.2%
PG
377
Proffitt & Goodson
Tennessee
$458K +$2.02K +21 +0.4%
KPWS
378
Kestra Private Wealth Services
Texas
$453K -$18.3K -190 -4%
CTA
379
Chesley Taft & Associates
Illinois
$448K +$20.7K +215 +5%
FLPIM
380
F.L. Putnam Investment Management
Massachusetts
$434K
SB
381
Strategic Blueprint
Georgia
$434K +$429K +4,461 New
PCMC
382
Private Capital Management (Colorado)
Colorado
$431K +$865 +9 +0.2%
CBFP
383
Cedar Brook Financial Partners
Ohio
$430K +$116K +1,205 +38%
IB
384
Intrust Bank
Kansas
$419K -$865 -9 -0.2%
BTW
385
Boston Trust Walden
Massachusetts
$411K
WCG
386
Weaver Consulting Group
California
$411K +$45.1K +469 +12%
AIC
387
Ameritas Investment Company
Nebraska
$408K +$403K +4,196 New
PWM
388
PRW Wealth Management
Massachusetts
$408K +$16.5K +172 +4%
LCM
389
Liberty Capital Management
Michigan
$406K -$7.79K -81 -2%
OC
390
Oppenheimer & Co
New York
$405K
QC
391
QCM Cayman
Texas
$401K +$151K +1,569 +62%
PTC
392
Private Trust Company
Ohio
$396K +$392K +4,072 New
MA
393
Montag & Associates
Georgia
$395K +$288 +3 +0.1%
PCM
394
Pointe Capital Management
Michigan
$386K +$26.5K +276 +7%
CAN
395
Claraphi Advisory Network
United States
$385K -$113K -1,171 -23%
SC
396
SouthState Corp
Florida
$384K
MA
397
Modus Advisors
Minnesota
$380K -$2.02K -21 -0.5%
FNC
398
First National Corp
Massachusetts
$377K -$3.37K -35 -0.9%
RMC
399
Regis Management Company
California
$376K
TI
400
Truepoint Inc
Ohio
$374K -$22.2K -231 -6%

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.