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.
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: 555 → 602 (+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: 48 → 47 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$472M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$179M |
| 3 |
RIM
Rakuten Investment Management
Tokyo,
Japan
|
+$116M |
| 4 |
Jane Street
New York
|
+$57.9M |
| 5 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$53.3M |
| 2 |
CA
Cambridge Associates
Boston,
Massachusetts
|
-$40.7M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$31.9M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$22.5M |
| 5 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$20.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
626
Simplex Trading
Chicago,
Illinois
| – | -$94K | -1,016 | Closed |
|
|
SIS
627
SVB Investment Services
Salt Lake City,
Utah
| – | -$53K | -575 | Closed |
|
|
FFA
628
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$35K | -383 | Closed |
|
|
KCM
629
Kathmere Capital Management
Wayne,
Pennsylvania
| – | -$30K | -326 | Closed |
|
|
BSSFA
630
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| – | -$27K | -295 | Closed |
|
|
EA
631
Elm Advisors
Burlingame,
California
| – | -$16K | -177 | Closed |
|
|
WFA
632
West Financial Advisors
Des Moines,
Iowa
| – | -$11K | -114 | Closed |
|
|
CP
633
Corbenic Partners
Bethlehem,
Pennsylvania
| – | -$9K | -97 | Closed |
|
|
PS
634
Planned Solutions
Folsom,
California
| – | -$6K | -61 | Closed |
|
|
RMC
635
Resources Management Corp
West Hartford,
Connecticut
| – | -$4.33K | -45 | -92% |
|
636
Lazard Asset Management
New York
| – | +$385 | +4 | 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.