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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
VFIC
476
Valley Forge Investment Consultants
Pennsylvania
$267K +$204 +2 +0.1%
RPGK
477
Retirement Planning Group (Kansas)
Kansas
$266K +$262K +2,571 New
PA
478
PFG Advisors
Arizona
$257K +$253K +2,485 New
PGFC
479
Peapack-Gladstone Financial Corp
New Jersey
$252K -$32.5K -319 -12%
FPW
480
Flagship Private Wealth
Massachusetts
$251K +$1.22K +12 +0.5%
TC
481
Tacita Capital
Ontario, Canada
$251K
FA
482
Forefront Analytics
Pennsylvania
$249K
RG
483
Retirement Group
California
$249K
GKWIM
484
Gerber Kawasaki Wealth & Investment Management
California
$248K -$80.8K -792 -25%
PWS
485
Paragon Wealth Strategies
Florida
$248K +$244K +2,396 New
BCM
486
Beaumont Capital Management
Massachusetts
$246K -$26.2K -257 -10%
SWM
487
Sanctuary Wealth Management
Idaho
$242K +$2.96K +29 +1%
AWA
488
Arete Wealth Advisors
Illinois
$241K +$2.14K +21 +0.9%
AA
489
Alesco Advisors
New York
$241K +$12.8K +126 +6%
AHC
490
Anderson Hoagland & Co
Missouri
$238K -$17.6K -173 -7%
RIM
491
Rockbridge Investment Management
New York
$237K +$6.63K +65 +3%
MMHP
492
Murphy Middleton Hinkle & Parker
Georgia
$235K
RCM
493
Robinson Capital Management
Michigan
$234K -$76.5K -750 -25%
IA
494
Insight Advisors
Pennsylvania
$234K -$7.34K -72 -3%
CPA
495
Court Place Advisors
Maryland
$234K +$612 +6 +0.3%
SBIA
496
Sheaff Brock Investment Advisors
Indiana
$227K +$4.38K +43 +2%
WDL
497
Well Done LLC
Michigan
$227K +$9.07K +89 +4%
WWM
498
Western Wealth Management
Colorado
$227K +$222K +2,176 New
SMA
499
Sage Mountain Advisors
Georgia
$225K
APG
500
Abacus Planning Group
South Carolina
$225K +$221K +2,168 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.