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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
DP
51
Divergent Planning
Maryland
$20.4M +$348K +3,618 +2%
Stifel Financial
52
Stifel Financial
Missouri
$20M +$5.87M +61,004 +42%
CL
53
CPWM LLC
Washington
$19.7M +$413K +4,295 +2%
NS
54
Newman & Schimel
Illinois
$19.6M +$1.56M +16,208 +9%
MA
55
Mangham Associates
Virginia
$19.5M +$10.2K +106 +0.1%
AIA
56
Angeles Investment Advisors
California
$19.4M -$1.4M -14,575 -7%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$18.3M -$50.9K -529 -0.3%
Truist Financial
58
Truist Financial
North Carolina
$18.1M -$2.09M -21,758 -10%
OFG
59
Oxford Financial Group
Indiana
$17.8M -$326K -3,393 -2%
IUHSA
60
Itau Unibanco Holding S.A.
Brazil
$17.5M -$1.38M -14,350 -7%
UOTTAIMCU
61
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16.5M
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$16.5M +$1.91M +19,885 +13%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$16.4M -$654K -6,802 -4%
Osaic Holdings
64
Osaic Holdings
Arizona
$16.2M +$1.94M +20,167 +14%
SW
65
SVB Wealth
Massachusetts
$15.2M -$3.43M -35,719 -19%
WA
66
Wealth Architects
California
$14.9M +$23.9K +249 +0.2%
IC
67
Inscription Capital
Texas
$14.3M +$4.71M +49,024 +50%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$14.2M +$5.93M +61,677 +74%
RWI
69
Red Wave Investments
Pennsylvania
$13.7M +$621K +6,455 +5%
EAM
70
Evanson Asset Management
California
$13.6M +$385 +4 +0%
PWM
71
Prentice Wealth Management
New York
$13.4M +$13.2M +137,323 New
RBA
72
Richard Bernstein Advisors
New York
$13.3M +$9.31M +96,778 +241%
WA
73
WBH Advisory
Maryland
$13M -$506K -5,263 -4%
Mariner
74
Mariner
Kansas
$12.7M +$756K +7,857 +6%
AA
75
Advisory Alpha
Michigan
$12M +$447K +4,653 +4%

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.