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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
SWM
601
Sugarloaf Wealth Management
Georgia
$5 +$31.5K +328 +631%
FFC
602
Fure Financial Corporation
Minnesota
-$9.26M -100,020 Closed
USAA
603
United Services Automobile Association
Texas
-$5.64M -71,528 Closed
SS
604
Simplicity Solutions
Minnesota
-$4.34M -46,868 Closed
DS
605
DRW Securities
Illinois
-$1.8M -19,459 Closed
CBT
606
Capital Bank & Trust
California
-$1.45M -15,710 Closed
Millennium Management
607
Millennium Management
New York
-$1.15M -12,398 Closed
SNBOSCI
608
Security National Bank of Sioux City Iowa
Iowa
-$1.15M -12,365 Closed
PA
609
Paracle Advisors
Washington
-$725K -7,838 Closed
MIA
610
MainStreet Investment Advisors
Illinois
-$676K -7,307 Closed
CSPIA
611
Cary Street Partners Investment Advisory
Virginia
-$366K -3,951 Closed
VWA
612
Visionary Wealth Advisors
Illinois
-$269K -2,910 Closed
Renaissance Technologies
613
Renaissance Technologies
New York
-$250K -2,700 Closed
BAM
614
Brave Asset Management
New Jersey
-$247K -2,663 Closed
BFG
615
Berger Financial Group
Minnesota
-$241K -2,604 Closed
RIA
616
Regal Investment Advisors
Michigan
-$237K -2,557 Closed
VWM
617
Venturi Wealth Management
Texas
-$235K -2,538 Closed
AA
618
AF Advisors
California
-$232K -2,504 Closed
MWM
619
MBE Wealth Management
Wisconsin
-$212K -2,294 Closed
JWM
620
Jackson Wealth Management
Florida
-$208K -2,250 Closed
TA
621
TFG Advisers
Michigan
-$208K -2,250 Closed
SXL
622
Summit X LLC
Missouri
-$200K -2,168 Closed
BCV
623
Banque Cantonale Vaudoise
Switzerland
-$126K -1,359 Closed
ICP
624
Interchange Capital Partners
Pennsylvania
-$119K -1,291 Closed
Loomis, Sayles & Company
625
Loomis, Sayles & Company
Massachusetts
-$117K -1,261 Closed

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.