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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
FANJ
451
Financial Architects (New Jersey)
New Jersey
$305K -$10.2K -100 -3%
WP
452
WealthSource Partners
California
$305K +$301K +2,947 New
FG
453
Fiduciary Group
Georgia
$302K
NNP
454
Nachman Norwood & Parrott
South Carolina
$302K +$19.8K +194 +7%
LPWM
455
Lake Point Wealth Management
Texas
$301K +$296K +2,907 New
SAM
456
Strategy Asset Managers
California
$298K +$44.6K +437 +18%
CF
457
Centaurus Financial
California
$294K +$53.8K +528 +23%
HWMA
458
Heritage Wealth Management (Arizona)
Arizona
$294K +$289K +2,839 New
PA
459
Paragon Advisors
Texas
$294K +$289K +2,839 New
AC
460
Applied Capital
Arkansas
$293K -$43.2K -424 -13%
GRP
461
Global Retirement Partners
California
$288K +$102 +1 +0%
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$285K
AWM
463
Avior Wealth Management
Nebraska
$283K +$6.32K +62 +2%
BOPW
464
Brandywine Oak Private Wealth
Pennsylvania
$282K +$1.02K +10 +0.4%
SWM
465
Soundmark Wealth Management
Washington
$281K +$31.6K +310 +13%
SL
466
Salomon & Ludwin
Virginia
$278K -$1.73K -17 -0.6%
CA
467
CGN Advisors
Kansas
$273K -$3.06K -30 -1%
BL
468
Balentine LLC
Georgia
$273K +$306 +3 +0.1%
WFPG
469
Waller Financial Planning Group
Ohio
$272K -$379K -3,714 -59%
LWIC
470
Leith Wheeler Investment Counsel
British Columbia, Canada
$272K -$19.2K -188 -7%
G
471
GenTrust
Florida
$271K +$14.1K +138 +6%
CF
472
Corrigan Financial
Rhode Island
$271K
SMFG
473
Sumitomo Mitsui Financial Group
Japan
$270K
SSWM
474
Smith Salley Wealth Management
North Carolina
$269K
RIA
475
Regal Investment Advisors
Michigan
$268K +$264K +2,591 New

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.