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
MA
451
Mutual Advisors
Nebraska
$280K +$2.4K +25 +0.9%
PWM
452
Perigon Wealth Management
California
$279K +$194K +2,021 +239%
LWIC
453
Leith Wheeler Investment Counsel
British Columbia, Canada
$274K +$271K +2,814 New
William Blair & Company
454
William Blair & Company
Illinois
$273K +$30.8K +320 +13%
RA
455
RFG Advisory
Alabama
$272K +$269K +2,793 New
GRP
456
Global Retirement Partners
California
$271K +$2.21K +23 +0.8%
Franklin Resources
457
Franklin Resources
California
$268K +$137K +1,426 +108%
PGFC
458
Peapack-Gladstone Financial Corp
New Jersey
$268K +$265K +2,754 New
NNP
459
Nachman Norwood & Parrott
South Carolina
$265K -$14.2K -148 -5%
BOPW
460
Brandywine Oak Private Wealth
Pennsylvania
$264K +$481 +5 +0.2%
SL
461
Salomon & Ludwin
Virginia
$263K +$260K +2,701 New
CA
462
CGN Advisors
Kansas
$259K +$2.6K +27 +1%
AWM
463
Avior Wealth Management
Nebraska
$257K +$4.52K +47 +2%
BCM
464
Beaumont Capital Management
Massachusetts
$257K +$8.17K +85 +3%
WANY
465
Wealthspire Advisors (New York)
New York
$257K +$10.2K +106 +4%
BL
466
Balentine LLC
Georgia
$256K +$769 +8 +0.3%
CF
467
Corrigan Financial
Rhode Island
$254K -$20.2K -210 -7%
SMFG
468
Sumitomo Mitsui Financial Group
Japan
$254K
Deutsche Bank
469
Deutsche Bank
Germany
$254K +$208K +2,161 +478%
SSWM
470
Smith Salley Wealth Management
North Carolina
$253K
VFIC
471
Valley Forge Investment Consultants
Pennsylvania
$251K +$2.02K +21 +0.8%
AIA
472
Arcadia Investment Advisors
Idaho
$244K
AHC
473
Anderson Hoagland & Co
Missouri
$241K -$5K -52 -2%
FPW
474
Flagship Private Wealth
Massachusetts
$240K -$9.52K -99 -4%
SAM
475
Strategy Asset Managers
California
$237K +$18.6K +193 +9%

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.