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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
JWA
576
JFS Wealth Advisors
Pennsylvania
$21K
RCA
577
Ranch Capital Advisors
Florida
$21K
JPLA
578
Joseph P. Lucia & Associates
New York
$21K +$19.4K +190 +1,900%
GAM
579
Gemmer Asset Management
California
$19K +$510 +5 +3%
AWM
580
Accel Wealth Management
Iowa
$17K +$102 +1 +0.6%
GG
581
Gleason Group
Kentucky
$17K +$102 +1 +0.6%
CFD
582
Creative Financial Designs
Indiana
$16K -$19.5K -191 -55%
JFGIW
583
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$5.71K +56 +56%
AIG
584
American International Group
New York
$15.5K +$5.1K +50 +50%
PFGIA
585
Patriot Financial Group Insurance Agency
Massachusetts
$15K
AIP
586
Ameritas Investment Partners
Nebraska
$15K +$2.14K +21 +16%
GEA
587
Glen Eagle Advisors
New Jersey
$15K +$102 +1 +0.7%
WWMSC
588
Wagner Wealth Management (South Carolina)
South Carolina
$14K
BAM
589
Baldrige Asset Management
Pennsylvania
$14K +$14.2K +139 New
FP
590
Financial Perspectives
Minnesota
$13.5K -$1.28M -12,518 -99%
CWC
591
Carolinas Wealth Consulting
North Carolina
$12K
EWM
592
Elmwood Wealth Management
California
$11K
LIA
593
LS Investment Advisors
Michigan
$11K
AssetMark Inc
594
AssetMark Inc
California
$11K +$2.45K +24 +28%
AF
595
Allworth Financial
California
$11K +$9.38K +92 +575%
LSA
596
Lion Street Advisors
Texas
$10.4K +$10.2K +100 New
CWM
597
Cedar Wealth Management
California
$10K
RA
598
Resolute Advisors
California
$10K +$10.3K +101 New
EK
599
Evensky & Katz
Florida
$9K
ME
600
McIlrath & Eck
Washington
$9K

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.