We are live on ! Find out more
VT icon

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
DWT
151
Dorsey & Whitney Trust
South Dakota
$3.28M +$2.88M +30,000 +799%
ACI
152
Alpha Cubed Investments
California
$3.28M
BCA
153
Berman Capital Advisors
Georgia
$3.24M +$841K +8,746 +36%
NG
154
Northstar Group
New York
$3.2M +$43.8K +456 +1%
KAS
155
Kestra Advisory Services
Texas
$3.17M -$1.08M -11,192 -26%
VCAM
156
Van Cleef Asset Management
Ohio
$3.16M
PA
157
Parallel Advisors
California
$3.01M +$101K +1,051 +4%
LC
158
Lindbrook Capital
California
$2.99M -$71.9K -748 -2%
RWA
159
Ropes Wealth Advisors
Massachusetts
$2.96M +$2.57M +26,735 +1,043%
CC
160
Claybrook Capital
Massachusetts
$2.94M -$607K -6,308 -17%
SWM
161
Spire Wealth Management
Virginia
$2.87M +$2.84M +29,511 New
MFA
162
Mayflower Financial Advisors
Massachusetts
$2.85M +$117K +1,219 +4%
SFC
163
SYM Financial Corp
Indiana
$2.8M +$65.1K +677 +2%
VCM
164
Versant Capital Management
Arizona
$2.77M -$111K -1,150 -4%
SFA
165
Sequoia Financial Advisors
Ohio
$2.75M -$368K -3,822 -12%
SQA
166
Simon Quick Advisors
New Jersey
$2.7M +$140K +1,451 +6%
DY
167
Dowling & Yahnke
California
$2.69M +$96 +1 +0%
HIP
168
HUB Investment Partners
Texas
$2.63M +$2.6M +27,012 New
ACA
169
Ackerman Capital Advisors
Texas
$2.6M -$1.12M -11,625 -30%
TIM
170
Tortoise Investment Management
New York
$2.59M -$37K -385 -1%
NCM
171
Neumann Capital Management
California
$2.58M +$113K +1,171 +5%
MWM
172
Modera Wealth Management
New Jersey
$2.57M +$112K +1,169 +5%
MPW
173
Monterey Private Wealth
California
$2.54M +$264K +2,750 +12%
FAAM
174
First Ascent Asset Management
Colorado
$2.51M +$192K +2,000 +8%
BSW
175
Buckingham Strategic Wealth
Missouri
$2.48M +$33.5K +348 +1%

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.