We are live on ! Find out more
VT icon

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
CFN
551
Cordasco Financial Network
Florida
$59K +$6.12K +60 +12%
WA
552
Waddell & Associates
Tennessee
$58.9K +$1.1M +10,826 +2%
VCM
553
Vigilant Capital Management
Maine
$54K +$53.1K +521 New
NSIM
554
North Star Investment Management
Illinois
$50K
HFS
555
HBC Financial Services
Washington
$48K
SIAP
556
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$47K +$45.9K +450 New
DI
557
Disciplined Investments
Oklahoma
$45K
AFS
558
Annapolis Financial Services
Maryland
$44K
COCM
559
Charter Oak Capital Management
New Hampshire
$41K -$1.38M -13,505 -97%
DSC
560
Duncker Streett & Co
Missouri
$39K
WWM
561
Wolff Wiese Magana
California
$38K
HR
562
Howe & Rusling
New York
$37K +$204 +2 +0.6%
WB
563
Webster Bank
Connecticut
$36K +$1.73K +17 +5%
BWA
564
BDO Wealth Advisors
Florida
$35K
CAAS
565
Capital Asset Advisory Services
Michigan
$31K -$18K -177 -37%
BWL
566
Bogart Wealth LLC
Virginia
$31K +$4.18K +41 +16%
MHR
567
Matthew Hamilton Rosenberg
$28K +$102 +1 +0.4%
FRA
568
Front Row Advisors
California
$25K
AW
569
Alaethes Wealth
Nevada
$25K +$24.3K +238 New
SSC
570
Syverson Strege & Co
Iowa
$24K -$1.12K -11 -5%
APWA
571
Atlas Private Wealth Advisors
New Jersey
$24K
TCOV
572
Trust Company of Vermont
Vermont
$24K
LFG
573
Larson Financial Group
Missouri
$23K
HL
574
Harding Loevner
New Jersey
$22K -$8.87K -87 -29%
HWA
575
Heritage Wealth Advisors
Virginia
$21.2K

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.