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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
SBH
501
Segall Bryant & Hamill
Illinois
$201K +$199K +2,070 New
SFSIG
502
San Francisco Sentry Investment Group
California
$197K -$48.4K -503 -20%
SSWG
503
Seven Springs Wealth Group
Tennessee
$195K
IA
504
IFP Advisors
Florida
$189K +$33.8K +352 +22%
GC
505
Garde Capital
Washington
$182K -$2.98K -31 -2%
HNB
506
Huntington National Bank
Ohio
$179K
CFGS
507
Concourse Financial Group Securities
Alabama
$172K -$11.3K -117 -6%
TWA
508
TCI Wealth Advisors
Arizona
$170K -$18.8K -195 -10%
RE
509
RBC Europe
United Kingdom
$160K +$101K +1,049 +175%
PGAM
510
Princeton Global Asset Management
New Jersey
$159K +$96 +1 +0.1%
MFA
511
McClarren Financial Advisors
Pennsylvania
$156K +$481 +5 +0.3%
ACA
512
Aptus Capital Advisors
Alabama
$153K +$288 +3 +0.2%
LJHT
513
Laurie J. Hall Trustee
$142K +$31.7K +330 +29%
BC
514
Belmont Capital
California
$134K
LWM
515
Liberty Wealth Management
California
$133K
FP
516
Financial Perspectives
Minnesota
$130K +$1.2M +12,518 +9,629%
FCA
517
FinTrust Capital Advisors
South Carolina
$114K
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$114K +$112K +1,168 New
CFA
519
Carroll Financial Associates
North Carolina
$109K
PFA
520
Professional Financial Advisors
Nebraska
$87K -$4.35M -45,212 -98%
WTC
521
WhitTier Trust Company
Nevada
$87K -$20.6K -214 -19%
TCM
522
TD Capital Management
Tennessee
$86K +$288 +3 +0.3%
HI
523
Hudock Inc
Pennsylvania
$81K -$673 -7 -0.8%
HPC
524
HM Payson & Co
Maine
$81K +$80.1K +833 New
WPA
525
West Paces Advisors
Georgia
$77.8K

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.