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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
BFC
526
Bedel Financial Consulting
Indiana
$68K +$67.3K +700 New
MAM
527
Meeder Asset Management
Ohio
$66K +$64.9K +675 New
LF
528
Lee Financial
Texas
$63K -$96 -1 -0.2%
ADL
529
Asset Dedication LLC
California
$62K -$11.9K -124 -16%
RBC
530
Roble Belko & Company
Pennsylvania
$60K +$96 +1 +0.2%
HFA
531
Hoover Financial Advisors
Pennsylvania
$58K
MCC
532
Money Concepts Capital
Florida
$55K -$1.15K -12 -2%
CFN
533
Cordasco Financial Network
Florida
$50K
HFS
534
HBC Financial Services
Washington
$48.3K
AWG
535
Altus Wealth Group
Colorado
$48K +$13.8K +144 +43%
NSIM
536
North Star Investment Management
Illinois
$47K +$46.3K +481 New
CAAS
537
Capital Asset Advisory Services
Michigan
$46K +$4.23K +44 +10%
AFS
538
Annapolis Financial Services
Maryland
$42K +$7.21K +75 +21%
DI
539
Disciplined Investments
Oklahoma
$42K +$38.4K +399 +1,108%
DSC
540
Duncker Streett & Co
Missouri
$36K
WWM
541
Wolff Wiese Magana
California
$36K
HR
542
Howe & Rusling
New York
$35K +$96 +1 +0.3%
CFD
543
Creative Financial Designs
Indiana
$34K -$2.6K -27 -7%
BWA
544
BDO Wealth Advisors
Florida
$33K
WT
545
Washington Trust
Rhode Island
$33K +$32.2K +335 New
WB
546
Webster Bank
Connecticut
$32K
HL
547
Harding Loevner
New Jersey
$29K +$1.83K +19 +7%
MHR
548
Matthew Hamilton Rosenberg
$26K
NIC
549
Northwest Investment Counselors
Oregon
$25K +$25K +260 New
BWL
550
Bogart Wealth LLC
Virginia
$25K +$25.1K +261 New

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.