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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
Bank of Nova Scotia
26
Bank of Nova Scotia
Ontario, Canada
$45.8M +$35.4M +368,040 +358%
BFA
27
Beaumont Financial Advisors
Massachusetts
$44.4M +$8.66M +90,076 +25%
NL
28
NEPC LLC
Massachusetts
$41.3M +$38.3M +398,092 +1,488%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$40M +$1.65M +17,188 +4%
PAG
30
Private Advisor Group
New Jersey
$39.7M -$341K -3,548 -0.9%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$38.2M -$4.24M -44,099 -10%
FWIA
32
Fort Washington Investment Advisors
Ohio
$37.4M -$6.32M -65,679 -15%
PP
33
Prudential plc
United Kingdom
$36.2M +$1.32M +13,700 +4%
BHB
34
Bank Hapoalim BM
Israel
$36.2M +$19M +197,184 +113%
PWPCM
35
Perella Weinberg Partners Capital Management
New York
$35.3M -$20.3M -210,607 -37%
PPA
36
Parametric Portfolio Associates
Washington
$35.2M -$445K -4,629 -1%
HCC
37
Hirtle Callaghan & Co
Pennsylvania
$33.5M +$33.1M +344,665 New
HighTower Advisors
38
HighTower Advisors
Illinois
$33.5M +$33.1M +344,565 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$32.9M +$16.8M +174,798 +107%
RJA
40
Raymond James & Associates
Florida
$32.3M +$2.23M +23,174 +8%
LWA
41
Lenox Wealth Advisors
New York
$30.6M -$34.9K -363 -0.1%
S
42
Schroders
United Kingdom
$30.2M +$29.8M +310,020 New
Brown Advisory
43
Brown Advisory
Maryland
$29.3M +$10.1M +104,569 +42%
Allianz Asset Management
44
Allianz Asset Management
Germany
$27.6M +$8.52M +88,620 +45%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$26.2M +$829K +8,622 +3%
CIA
46
Compass Ion Advisors
Pennsylvania
$24.6M -$12.1M -125,565 -33%
SBL
47
Sargent Bickham Lagudis
Colorado
$22.9M +$1.81M +18,831 +9%
AI
48
Accredited Investors
Minnesota
$21.8M +$5.91M +61,419 +38%
FCH
49
Freestone Capital Holdings
Washington
$21.4M -$1.8M -18,680 -8%
LNWWM
50
Laird Norton Wetherby Wealth Management
California
$20.4M -$1.74M -18,125 -8%

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.