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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
MFW
501
Mosaic Family Wealth
Missouri
$220K
ECG
502
Edge Capital Group
Georgia
$218K -$159K -1,555 -43%
HT
503
Heritage Trust
Oklahoma
$218K
BWM
504
Benchmark Wealth Management
Connecticut
$216K +$213K +2,084 New
GW
505
GW & Wade
Massachusetts
$213K -$25.1K -246 -11%
CCA
506
Checchi Capital Advisers
California
$212K +$209K +2,045 New
FNC
507
First National Corp
Massachusetts
$210K -$108K -1,061 -27%
SFSIG
508
San Francisco Sentry Investment Group
California
$210K
SBH
509
Segall Bryant & Hamill
Illinois
$207K -$7.65K -75 -4%
SSWG
510
Seven Springs Wealth Group
Tennessee
$207K
CNC
511
Citizens & Northern Corp
Pennsylvania
$207K +$204K +2,000 New
MC
512
Matisse Capital
Oregon
$207K +$204K +2,000 New
TWA
513
TCI Wealth Advisors
Arizona
$206K +$24.5K +240 +14%
GF
514
Goodman Financial
Texas
$206K +$203K +1,986 New
MWM
515
MBE Wealth Management
Wisconsin
$206K +$203K +1,991 New
GIA
516
Guyasuta Investment Advisors
Pennsylvania
$205K +$201K +1,976 New
AMG
517
Asset Management Group
Connecticut
$203K +$200K +1,961 New
EFS
518
Essex Financial Services
Connecticut
$202K
DP
519
Dearborn Partners
Illinois
$202K +$199K +1,954 New
IA
520
IFP Advisors
Florida
$201K +$714 +7 +0.4%
LJHT
521
Laurie J. Hall Trustee
$200K +$48.3K +474 +33%
GWM
522
Geneos Wealth Management
Colorado
$192K -$1.75M -17,197 -90%
GC
523
Garde Capital
Washington
$179K -$15.1K -148 -8%
RE
524
RBC Europe
United Kingdom
$171K
BFEC
525
Benjamin F. Edwards & Company
Missouri
$165K -$142K -1,393 -47%

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.