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Vanguard Total World Stock ETF

737 hedge funds and large institutions have $8.62B invested in Vanguard Total World Stock ETF in 2021 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 290 increasing their positions, 179 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 41

62% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 179

33% more funds holding in top 10

Funds holding in top 10: 4256 (+14)

15% more funds holding

Funds holding: 643737 (+94)

13% more capital invested

Capital invested by funds: $7.63B → $8.62B (+$991M)

2% more call options, than puts

Call options by funds: $514M | Put options by funds: $502M

0.51% more ownership

Funds ownership: 32.34%32.86% (+0.51%)

Holders
737
Holders Change
+94
Holders Change %
+14.62%
% of All Funds
11.34%
Holding in Top 10
56
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+33.33%
% of All Funds
0.86%
New
142
Increased
290
Reduced
179
Closed
41
Calls
$514M
Puts
$502M
Net Calls
+$11.7M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Compass Ion Advisors
Pennsylvania
$30.1M +$9.88M +92,971 +50%
Stifel Financial
52
Stifel Financial
Missouri
$28.8M +$5.85M +55,031 +26%
SBL
53
Sargent Bickham Lagudis
Colorado
$28.7M +$1.36M +12,814 +5%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$28.2M +$280K +2,633 +1%
Mirae Asset Global Investments
55
Mirae Asset Global Investments
South Korea
$28.2M +$481K +4,529 +2%
AIP
56
Almanack Investment Partners
Pennsylvania
$27.2M +$5.74M +54,022 +27%
LNWWM
57
Laird Norton Wetherby Wealth Management
California
$24.2M +$439K +4,133 +2%
KIM
58
Karpus Investment Management
New York
$24M +$466K +4,387 +2%
Brown Advisory
59
Brown Advisory
Maryland
$23.1M -$142K -1,333 -0.6%
FCH
60
Freestone Capital Holdings
Washington
$21.7M -$1.23M -11,593 -5%
MA
61
Mangham Associates
Virginia
$21.6M +$32.1K +302 +0.2%
Osaic Holdings
62
Osaic Holdings
Arizona
$21.4M +$540K +5,083 +3%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$20.7M +$37.5K +353 +0.2%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$20.4M +$1.67M +15,685 +9%
NS
65
Newman & Schimel
Illinois
$19.2M -$1.33M -12,517 -7%
PL
66
Parkwood LLC
Ohio
$19M -$499K -4,700 -3%
Truist Financial
67
Truist Financial
North Carolina
$18.3M +$1.06M +9,987 +6%
CL
68
CPWM LLC
Washington
$18.1M +$18.9M +177,506 New
Bessemer Group
69
Bessemer Group
New Jersey
$17.9M +$6.85M +64,505 +63%
PWM
70
Prentice Wealth Management
New York
$17.4M +$825K +7,764 +5%
OFG
71
Oxford Financial Group
Indiana
$17M -$274K -2,579 -2%
DFA
72
DHK Financial Advisors
New Hampshire
$17M +$16.8M +158,101 New
WA
73
Wealth Architects
California
$16.4M +$61.8K +582 +0.4%
RWI
74
Red Wave Investments
Pennsylvania
$16.3M +$253K +2,381 +2%
IUHSA
75
Itau Unibanco Holding S.A.
Brazil
$16M

VT Hedge Fund Activity: Q4 2021 in Review

737 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2021, worth a combined $8.62B — up 13% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new VT positions and 41 closed out — a net gain of 101 holders — while 290 added to existing stakes and 179 trimmed.

The largest buyer was Wolverine Trading, adding an estimated $483M. The largest seller was Bank of America, cutting an estimated $490M.

  • 737 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2021, up from 643 in Q3 2021.
  • Funds reported $8.62B of Vanguard Total World Stock ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 142 funds opened new Vanguard Total World Stock ETF positions in Q4 2021 and 41 closed out, a net change of +101 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2021 was Wolverine Trading, an estimated $483M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2021 was Bank of America, an estimated $490M sold.

Based on aggregated 13F filings for Q4 2021.