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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
FHA
601
First Horizon Advisors
Tennessee
$7K -$4.18K -41 -35%
BCA
602
Bray Capital Advisors
Florida
$7K +$102 +1 +2%
TJHA
603
Thomas J. Herzfeld Advisors
Florida
$7K +$1.94K +19 +43%
POIA
604
Pin Oak Investment Advisors
Texas
$6K
4FG
605
4Thought Financial Group
New York
$6K +$5.71K +56 New
PMFA
606
Plante Moran Financial Advisors
Michigan
$6K +$6.12K +60 New
SWM
607
Sugarloaf Wealth Management
Georgia
$5K -$33.3K -327 -86%
TH
608
TCTC Holdings
Texas
$5K +$4.79K +47 New
CT
609
Caldwell Trust
Florida
$4.77K
PCFFS
610
Pacific Center for Financial Services
California
$4K
CHC
611
City Holding Co
West Virginia
$4K +$4.08K +40 New
PO
612
Private Ocean
California
$3K -$378K -3,705 -99%
GI
613
Gradient Investments
Minnesota
$3K
TFGT
614
TS Financial Group (TSFG)
Illinois
$3K
GTAM
615
Global Trust Asset Management
Florida
$2K -$3.67K -36 -69%
CWP
616
Concord Wealth Partners
Virginia
$2K
BNP Paribas Financial Markets
617
BNP Paribas Financial Markets
France
$1.86K +$1.83K +18 New
H
618
HoyleCohen
California
$1.78K -$406K -3,985 -19%
CIA
619
Cascade Investment Advisors
Oregon
$1.55K
GWS
620
Glassman Wealth Services
Virginia
$1K
JCM
621
Jacobi Capital Management
Pennsylvania
$1K
WAS
622
Winch Advisory Services
Wisconsin
$1K
1IA
623
1834 Investment Advisors
Wisconsin
$1K +$204 +2 +18%
MA
624
MBA Advisors
Pennsylvania
$278 +$64.2K +630 +31%
SRA
625
Summit Rock Advisors
New York
-$133M -1,369,410 Closed

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.