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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
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$7.64M +$1.48M +15,420 +24%
S
102
SignatureFD
Georgia
$7.62M +$195K +2,031 +3%
NI
103
NYL Investors
New York
$7.53M -$798K -8,300 -10%
RJFSA
104
Raymond James Financial Services Advisors
Florida
$7.34M -$5.7M -59,322 -44%
WKWM
105
Walter & Keenan Wealth Management
Indiana
$7.09M -$144K -1,500 -2%
SL
106
Systelligence LLC
Minnesota
$7.01M -$31.9M -332,186 -82%
SPIO
107
Seven Post Investment Office
California
$6.65M -$10K -104 -0.2%
ACA
108
Atlas Capital Advisors
Wyoming
$6.58M +$255K +2,647 +4%
UCFA
109
United Capital Financial Advisors
Texas
$6.32M -$13.5K -140 -0.2%
RG
110
Rathbones Group
United Kingdom
$6.28M +$146K +1,515 +2%
CPCM
111
Cornerstone Partners Capital Management
Virginia
$6.25M -$2.46M -25,579 -28%
PF
112
Phoenix Financial
Israel
$6.14M +$6.07M +63,145 New
RC
113
RegentAtlantic Capital
New Jersey
$5.81M -$108K -1,120 -2%
AIA
114
Arbor Investment Advisors
North Carolina
$5.64M -$353K -3,668 -6%
AWM
115
AE Wealth Management
Kansas
$5.62M -$43.1K -448 -0.8%
EVM
116
Eaton Vance Management
Massachusetts
$5.43M -$22.5M -233,936 -81%
SFFS
117
Stonehage Fleming Financial Services
Jersey
$5.33M
RWM
118
Ritholtz Wealth Management
New York
$5.24M -$633K -6,586 -11%
MG
119
Mather Group
Illinois
$5.17M +$470K +4,888 +10%
SFO
120
Stokes Family Office
Louisiana
$5.04M +$96 +1 +0%
Fisher Asset Management
121
Fisher Asset Management
Washington
$4.88M +$110K +1,141 +2%
LRIA
122
Leonard Rickey Investment Advisors
Washington
$4.8M +$288 +3 +0%
DWP
123
Destiny Wealth Partners
Florida
$4.77M -$59.5K -619 -1%
TA
124
Tiedemann Advisors
New York
$4.72M +$2.79M +29,017 +149%
UOMF
125
University of Maryland Foundation
Maryland
$4.59M

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.