We are live on ! Find out more
VT icon

Vanguard Total World Stock ETF

643 hedge funds and large institutions have $7.63B invested in Vanguard Total World Stock ETF in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 282 increasing their positions, 161 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

94% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $10.2M

75% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 161

17% more capital invested

Capital invested by funds: $6.52B → $7.63B (+$1.11B)

3% more funds holding

Funds holding: 625643 (+18)

2% more funds holding in top 10

Funds holding in top 10: 4142 (+1)

2.28% more ownership

Funds ownership: 30.07%32.34% (+2.3%)

Holders
643
Holders Change
+18
Holders Change %
+2.88%
% of All Funds
11.26%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.74%
New
54
Increased
282
Reduced
161
Closed
27
Calls
$19.8M
Puts
$10.2M
Net Calls
+$9.56M
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$21.7M +$2.42M +23,085 +12%
AIA
52
Angeles Investment Advisors
California
$20.8M +$1.44M +13,785 +7%
MA
53
Mangham Associates
Virginia
$20.5M +$16.7K +159 +0.1%
AIP
54
Almanack Investment Partners
Pennsylvania
$20.3M +$20.5M +195,903 +6,305%
Osaic Holdings
55
Osaic Holdings
Arizona
$19.8M +$824K +7,858 +4%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$19.6M +$446K +4,253 +2%
NS
57
Newman & Schimel
Illinois
$19.4M -$193K -1,845 -1%
CIA
58
Compass Ion Advisors
Pennsylvania
$19.1M +$6.26M +59,712 +47%
PL
59
Parkwood LLC
Ohio
$18.5M +$3.53M +33,700 +23%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$17.7M -$246K -2,349 -1%
OMC
61
Old Mission Capital
Illinois
$17.3M +$17.8M +169,708 New
OFG
62
Oxford Financial Group
Indiana
$16.4M -$1.35M -12,914 -7%
Truist Financial
63
Truist Financial
North Carolina
$16.4M -$3.16M -30,143 -16%
SW
64
SVB Wealth
Massachusetts
$15.9M -$212K -2,026 -1%
Kovitz Investment Group Partners
65
Kovitz Investment Group Partners
Illinois
$15.8M -$31.2K -298 -0.2%
PWM
66
Prentice Wealth Management
New York
$15.7M +$743K +7,087 +5%
WA
67
Wealth Architects
California
$15.5M -$115K -1,093 -0.7%
RWI
68
Red Wave Investments
Pennsylvania
$15.2M +$112K +1,068 +0.7%
IC
69
Inscription Capital
Texas
$15.2M +$13.4M +128,028 +601%
IUHSA
70
Itau Unibanco Holding S.A.
Brazil
$15.1M
EAM
71
Evanson Asset Management
California
$14.6M +$629 +6 +0%
PPA
72
Parametric Portfolio Associates
Washington
$13.9M -$23.6M -225,522 -62%
WA
73
WBH Advisory
Maryland
$13.2M -$25.7K -245 -0.2%
SL
74
Systelligence LLC
Minnesota
$12.5M +$5.08M +48,460 +65%
BCA
75
Berman Capital Advisors
Georgia
$12.1M -$985K -9,395 -7%

VT Hedge Fund Activity: Q3 2021 in Review

643 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q3 2021, worth a combined $7.63B — up 17% from $6.52B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VT positions and 27 closed out — a net gain of 27 holders — while 282 added to existing stakes and 161 trimmed.

The largest buyer was Bank of America, adding an estimated $894M. The largest seller was Jane Street, cutting an estimated $58.9M.

  • 643 institutional investors held Vanguard Total World Stock ETF (VT) as of Q3 2021, up from 625 in Q2 2021.
  • Funds reported $7.63B of Vanguard Total World Stock ETF stock for Q3 2021, up 17% quarter-over-quarter.
  • 54 funds opened new Vanguard Total World Stock ETF positions in Q3 2021 and 27 closed out, a net change of +27 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q3 2021 was Bank of America, an estimated $894M added.
  • The largest Vanguard Total World Stock ETF seller in Q3 2021 was Jane Street, an estimated $58.9M sold.

Based on aggregated 13F filings for Q3 2021.