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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
CNB
426
Camden National Bank
Maine
$330K
CNC
427
Camden National Corporation
Maine
$330K +$326K +3,390 New
BWM
428
Brickley Wealth Management
California
$327K +$323K +3,358 New
CFB
429
Cullen/Frost Bankers
Texas
$322K
AC
430
Applied Capital
Arkansas
$317K +$313K +3,255 New
CA
431
Cetera Advisors
Colorado
$316K +$47.4K +493 +18%
MAA
432
Mraz Amerine & Associates
California
$315K -$115K -1,192 -27%
CAM
433
Claret Asset Management
Quebec, Canada
$313K
GKWIM
434
Gerber Kawasaki Wealth & Investment Management
California
$310K +$90.6K +942 +42%
DWM
435
Doyle Wealth Management
Florida
$307K -$45.1K -469 -13%
MAS
436
Managed Account Services
Florida
$307K +$6.73K +70 +2%
ASN
437
Advisory Services Network
Georgia
$305K +$57.5K +598 +24%
ST
438
Smithfield Trust
Pennsylvania
$304K -$4.52K -47 -1%
MA
439
MUFG Americas
New York
$301K
FANJ
440
Financial Architects (New Jersey)
New Jersey
$296K
NFG
441
Nations Financial Group
Iowa
$296K +$481 +5 +0.2%
RCM
442
Robinson Capital Management
Michigan
$295K
DAS
443
Dynamic Advisor Solutions
Arizona
$294K -$36.9K -384 -11%
PAG
444
Pinnacle Advisory Group
Maryland
$293K +$290K +3,014 New
FG
445
Fiduciary Group
Georgia
$292K
BFEC
446
Benjamin F. Edwards & Company
Missouri
$291K +$101K +1,053 +54%
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$285K
PP
448
Prosperity Planning
Missouri
$285K +$7.5K +78 +3%
AC
449
Apella Capital
Connecticut
$282K +$38.6K +401 +16%
US Bancorp
450
US Bancorp
Minnesota
$282K +$66.5K +692 +31%

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.