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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
WPW
126
Waldron Private Wealth
Pennsylvania
$4.99M +$477K +4,675 +11%
APA
127
Allegiant Private Advisors
Florida
$4.76M -$55K -539 -1%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$4.72M +$302K +2,960 +7%
MWM
129
Madison Wealth Management
Ohio
$4.62M -$71.2K -698 -2%
CCWA
130
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.56M
BEAM
131
Baker Ellis Asset Management
Washington
$4.55M -$50.5K -495 -1%
MML Investors Services
132
MML Investors Services
Massachusetts
$4.53M -$59.4K -583 -1%
SI
133
Stephens Inc
Arkansas
$4.43M +$73.1K +717 +2%
ECG
134
EPIQ Capital Group
California
$4.31M +$20.7K +203 +0.5%
MF
135
Manchester Financial
California
$4.08M -$16K -157 -0.4%
SLT
136
St Louis Trust
Missouri
$3.91M +$180K +1,765 +5%
CL
137
Choreo LLC
Illinois
$3.87M +$182K +1,780 +5%
JIC
138
Joel Isaacson & Co
New York
$3.82M +$89.4K +877 +2%
WCM
139
Windham Capital Management
Massachusetts
$3.82M -$3.67K -36 -0.1%
M&T Bank
140
M&T Bank
New York
$3.77M
HWM
141
Howard Wealth Management
Connecticut
$3.76M +$29.5K +289 +0.8%
BSB
142
Bangor Savings Bank
Maine
$3.74M -$115K -1,132 -3%
TFCP
143
Twin Focus Capital Partners
Massachusetts
$3.62M +$79.1K +776 +2%
KAH
144
Kathryn A. Hall
$3.56M
DWT
145
Dorsey & Whitney Trust
South Dakota
$3.5M
ACI
146
Alpha Cubed Investments
California
$3.49M
NG
147
Northstar Group
New York
$3.39M -$10.9K -107 -0.3%
RI
148
Ridgewood Investments
New Jersey
$3.38M -$182K -1,787 -5%
VCAM
149
Van Cleef Asset Management
Ohio
$3.37M
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$3.25M +$1.03M +10,089 +47%

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.