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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
SSC
551
Syverson Strege & Co
Iowa
$24K +$96 +1 +0.4%
IF
552
Ironwood Financial
Arizona
$24K +$24K +250 New
FRA
553
Front Row Advisors
California
$23K
APWA
554
Atlas Private Wealth Advisors
New Jersey
$22K
TCOV
555
Trust Company of Vermont
Vermont
$22K
LFG
556
Larson Financial Group
Missouri
$21K
JWA
557
JFS Wealth Advisors
Pennsylvania
$20K
HWA
558
Heritage Wealth Advisors
Virginia
$19.9K
RCA
559
Ranch Capital Advisors
Florida
$19K
FMII
560
Farmers & Merchants Investments Inc
Nebraska
$19K +$18.8K +195 New
GAM
561
Gemmer Asset Management
California
$18K +$13.3K +138 +321%
GG
562
Gleason Group
Kentucky
$16K -$96 -1 -0.6%
AWM
563
Accel Wealth Management
Iowa
$16K
PFGIA
564
Patriot Financial Group Insurance Agency
Massachusetts
$14K
GEA
565
Glen Eagle Advisors
New Jersey
$14K +$96 +1 +0.7%
WWMSC
566
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$12.9K +134 New
AIP
567
Ameritas Investment Partners
Nebraska
$12K +$1.64K +17 +15%
CWC
568
Carolinas Wealth Consulting
North Carolina
$11K -$78.9K -820 -88%
FHA
569
First Horizon Advisors
Tennessee
$11K +$9.81K +102 +729%
EWM
570
Elmwood Wealth Management
California
$11K +$10.6K +110 New
CWM
571
Cedar Wealth Management
California
$10K
LIA
572
LS Investment Advisors
Michigan
$10K
JFGIW
573
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K +$9.62K +100 New
GAM
574
Grandview Asset Management
Pennsylvania
$10K +$10K +104 New
AIG
575
American International Group
New York
$9.73K

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.