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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
TI
476
Trexquant Investment
Connecticut
$237K +$234K +2,437 New
G
477
GenTrust
Florida
$237K +$238K +2,474 New
TC
478
Tacita Capital
Ontario, Canada
$236K +$233K +2,418 New
IA
479
Insight Advisors
Pennsylvania
$235K -$962 -10 -0.4%
FA
480
Forefront Analytics
Pennsylvania
$234K
RG
481
Retirement Group
California
$233K
SWM
482
Soundmark Wealth Management
Washington
$233K +$2.88K +30 +1%
PCA
483
Personal Capital Advisors
California
$230K +$227K +2,359 New
CF
484
Centaurus Financial
California
$225K +$2.69K +28 +1%
SWM
485
Sanctuary Wealth Management
Idaho
$224K -$51.7K -538 -19%
AWA
486
Arete Wealth Advisors
Illinois
$224K +$3.75K +39 +2%
GW
487
GW & Wade
Massachusetts
$224K +$221K +2,300 New
MMHP
488
Murphy Middleton Hinkle & Parker
Georgia
$220K
CPA
489
Court Place Advisors
Maryland
$219K +$385 +4 +0.2%
RIM
490
Rockbridge Investment Management
New York
$216K
VPI
491
Value Partners Investments
Manitoba, Canada
$216K
AA
492
Alesco Advisors
New York
$214K
GSC
493
Ground Swell Capital
South Carolina
$212K +$210K +2,184 New
SMA
494
Sage Mountain Advisors
Georgia
$211K +$208K +2,168 New
SBIA
495
Sheaff Brock Investment Advisors
Indiana
$209K -$11.1K -115 -5%
MFW
496
Mosaic Family Wealth
Missouri
$206K +$204K +2,121 New
WDL
497
Well Done LLC
Michigan
$204K +$202K +2,101 New
HT
498
Heritage Trust
Oklahoma
$204K +$202K +2,102 New
EFS
499
Essex Financial Services
Connecticut
$202K +$200K +2,080 New
ACM
500
AUA Capital Management
Pennsylvania
$201K +$6.92K +72 +4%

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.