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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
NS
51
Newman & Schimel
Illinois
$20M -$888K -8,709 -4%
KIM
52
Karpus Investment Management
New York
$19.9M +$19.6M +192,400 New
Truist Financial
53
Truist Financial
North Carolina
$19.8M +$429K +4,211 +2%
AIA
54
Angeles Investment Advisors
California
$19.8M -$918K -9,005 -5%
Stifel Financial
55
Stifel Financial
Missouri
$19.7M -$1.63M -15,940 -8%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$19.5M +$1.96M +19,230 +11%
Osaic Holdings
57
Osaic Holdings
Arizona
$19.3M +$2.02M +19,854 +12%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$19M +$1.5M +14,750 +9%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$18.3M -$1.18M -11,549 -6%
OFG
60
Oxford Financial Group
Indiana
$18M -$941K -9,231 -5%
UOTTAIMCU
61
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$16.4M -$1.18M -11,541 -7%
SW
62
SVB Wealth
Massachusetts
$16.4M +$157K +1,535 +1%
Kovitz Investment Group Partners
63
Kovitz Investment Group Partners
Illinois
$16.1M +$5.08M +49,825 +47%
WA
64
Wealth Architects
California
$15.9M -$7.85K -77 -0.1%
RWI
65
Red Wave Investments
Pennsylvania
$15.4M +$788K +7,731 +5%
IUHSA
66
Itau Unibanco Holding S.A.
Brazil
$15.4M -$3.2M -31,400 -17%
PL
67
Parkwood LLC
Ohio
$15.3M +$6.79M +66,575 +82%
PWM
68
Prentice Wealth Management
New York
$15.3M +$1.03M +10,130 +7%
EAM
69
Evanson Asset Management
California
$14.6M +$19.5K +191 +0.1%
Mariner
70
Mariner
Kansas
$14.3M +$755K +7,403 +6%
WA
71
WBH Advisory
Maryland
$13.6M -$387K -3,797 -3%
BCA
72
Berman Capital Advisors
Georgia
$13.3M +$9.65M +94,592 +284%
CIA
73
Compass Ion Advisors
Pennsylvania
$13.2M -$12.8M -125,407 -50%
AA
74
Advisory Alpha
Michigan
$12.9M +$85.2K +836 +0.7%
ZF
75
Zhang Financial
Michigan
$12.1M +$136K +1,331 +1%

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.