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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
FMP
576
Financial Management Professionals
Texas
$9K
EK
577
Evensky & Katz
Florida
$8K
ME
578
McIlrath & Eck
Washington
$8K
AssetMark Inc
579
AssetMark Inc
California
$8K +$1.64K +17 +24%
BSG
580
Black Swift Group
Colorado
$8K +$7.69K +80 New
EP
581
Eudaimonia Partners
Tennessee
$8K +$7.69K +80 New
BCA
582
Bray Capital Advisors
Florida
$6K
GTAM
583
Global Trust Asset Management
Florida
$5K
POIA
584
Pin Oak Investment Advisors
Texas
$5K
HDIM
585
Hanson & Doremus Investment Management
Vermont
$5K +$5.1K +53 New
CT
586
Caldwell Trust
Florida
$4.47K
PCFFS
587
Pacific Center for Financial Services
California
$4K
TJHA
588
Thomas J. Herzfeld Advisors
Florida
$4K +$4.23K +44 New
TFGT
589
TS Financial Group (TSFG)
Illinois
$3K
GI
590
Gradient Investments
Minnesota
$3K +$192 +2 +8%
AF
591
Allworth Financial
California
$2K
CWP
592
Concord Wealth Partners
Virginia
$2K +$1.83K +19 New
CIA
593
Cascade Investment Advisors
Oregon
$1.46K
WAS
594
Winch Advisory Services
Wisconsin
$1K -$1.06K -11 -46%
GWS
595
Glassman Wealth Services
Virginia
$1K
JPLA
596
Joseph P. Lucia & Associates
New York
$1K
BC
597
Burleson & Co
California
$1K +$962 +10 New
JCM
598
Jacobi Capital Management
Pennsylvania
$1K +$962 +10 New
1IA
599
1834 Investment Advisors
Wisconsin
$1K +$1.06K +11 New
MA
600
MBA Advisors
Pennsylvania
$200 +$198K +2,057 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.