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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
APA
126
Allegiant Private Advisors
Florida
$4.53M +$231K +2,403 +5%
MWM
127
Madison Wealth Management
Ohio
$4.41M +$13.3K +138 +0.3%
Bank Julius Baer & Co
128
Bank Julius Baer & Co
Switzerland
$4.35M -$377K -3,925 -8%
BEAM
129
Baker Ellis Asset Management
Washington
$4.32M -$27.7K -288 -0.6%
MML Investors Services
130
MML Investors Services
Massachusetts
$4.31M +$219K +2,274 +5%
CCWA
131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.28M
WPW
132
Waldron Private Wealth
Pennsylvania
$4.23M +$558K +5,802 +15%
NEPWA
133
New England Private Wealth Advisors
Massachusetts
$4.17M +$11.4K +119 +0.3%
CIBC World Market
134
CIBC World Market
Ontario, Canada
$4.14M +$1.82M +18,934 +80%
SI
135
Stephens Inc
Arkansas
$4.09M +$4.42K +46 +0.1%
ECG
136
EPIQ Capital Group
California
$4.03M -$544K -5,660 -12%
GT
137
Glenmede Trust
Pennsylvania
$3.97M +$66.4K +691 +2%
MF
138
Manchester Financial
California
$3.85M +$231K +2,406 +6%
Vanguard Group
139
Vanguard Group
Pennsylvania
$3.77M +$1.72M +17,910 +86%
BSB
140
Bangor Savings Bank
Maine
$3.63M +$88.2K +917 +3%
WCM
141
Windham Capital Management
Massachusetts
$3.59M +$6.15K +64 +0.2%
KA
142
Kovack Advisors
Florida
$3.58M +$3.17M +32,933 +859%
M&T Bank
143
M&T Bank
New York
$3.54M
HWM
144
Howard Wealth Management
Connecticut
$3.5M +$39K +406 +1%
SLT
145
St Louis Trust
Missouri
$3.5M +$1.83M +19,006 +112%
JIC
146
Joel Isaacson & Co
New York
$3.5M +$327K +3,402 +10%
CL
147
Choreo LLC
Illinois
$3.46M +$505K +5,254 +17%
RI
148
Ridgewood Investments
New Jersey
$3.35M -$101K -1,048 -3%
KAH
149
Kathryn A. Hall
$3.35M
TFCP
150
Twin Focus Capital Partners
Massachusetts
$3.33M -$164K -1,705 -5%

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.