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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
LP
401
LGL Partners
Pennsylvania
$398K +$714 +7 +0.2%
FF
402
FourThought Financial
Florida
$397K
MA
403
Mutual Advisors
Nebraska
$396K +$96.6K +947 +33%
Fiera Capital (Canada)
404
Fiera Capital (Canada)
Quebec, Canada
$394K
AWA
405
Acorn Wealth Advisors
Michigan
$394K +$21.7K +213 +6%
US Bancorp
406
US Bancorp
Minnesota
$392K +$90.2K +885 +31%
FA
407
Fermata Advisors
California
$384K +$20.5K +201 +6%
PG
408
Proffitt & Goodson
Tennessee
$382K -$105K -1,025 -22%
MM
409
Main Management
California
$381K
LL
410
LPWM LLC
Minnesota
$381K +$204 +2 +0.1%
FAM
411
Formidable Asset Management
Ohio
$380K
KCM
412
Kanawha Capital Management
Virginia
$376K -$11.2K -110 -3%
SFPM
413
Sensible Financial Planning & Management
Massachusetts
$373K +$306 +3 +0.1%
MA
414
Mosaic Advisors
Texas
$373K +$367K +3,597 New
BSWM
415
Boston Standard Wealth Management
Massachusetts
$372K +$918 +9 +0.3%
CFB
416
Cullen/Frost Bankers
Texas
$371K +$28K +275 +8%
LNC
417
Lincoln National Corp
Pennsylvania
$366K +$360K +3,531 New
AP
418
Advisor Partners
California
$364K -$5K -49 -1%
OFA
419
Oak Family Advisors
Illinois
$364K -$3.57K -35 -1%
BWM
420
Brickley Wealth Management
California
$364K +$16K +157 +5%
LRPA
421
L. Roy Papp & Associates
Arizona
$362K
DAS
422
Dynamic Advisor Solutions
Arizona
$359K +$45.5K +446 +15%
PCG
423
Private Capital Group
Connecticut
$357K +$102 +1 +0%
Franklin Resources
424
Franklin Resources
California
$357K +$72.6K +712 +26%
CA
425
Cetera Advisors
Colorado
$356K +$18.7K +183 +6%

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.