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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
PA
151
Parallel Advisors
California
$3.24M +$39.2K +384 +1%
KAS
152
Kestra Advisory Services
Texas
$3.17M -$201K -1,976 -6%
ARC
153
Advisor Resource Council
Texas
$3.17M +$3.12M +30,574 New
RWA
154
Ropes Wealth Advisors
Massachusetts
$3.14M +$98.7K +968 +3%
SFC
155
SYM Financial Corp
Indiana
$3.09M +$102K +1,002 +3%
SWM
156
Spire Wealth Management
Virginia
$3.05M -$4.28K -42 -0.1%
FAAM
157
First Ascent Asset Management
Colorado
$3.03M +$348K +3,410 +13%
Prudential Financial
158
Prudential Financial
New Jersey
$3.01M +$1.14M +11,218 +63%
CPCM
159
Cornerstone Partners Capital Management
Virginia
$2.99M -$3.61M -35,415 -55%
MFA
160
Mayflower Financial Advisors
Massachusetts
$2.99M -$37.9K -372 -1%
BSW
161
Buckingham Strategic Wealth
Missouri
$2.89M +$241K +2,361 +9%
DY
162
Dowling & Yahnke
California
$2.84M -$14.7K -144 -0.5%
SQA
163
Simon Quick Advisors
New Jersey
$2.84M -$40.2K -394 -1%
MWM
164
Modera Wealth Management
New Jersey
$2.81M +$70.1K +687 +3%
HIP
165
HUB Investment Partners
Texas
$2.79M -$6.32K -62 -0.2%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$2.76M +$645K +6,325 +31%
MPW
167
Monterey Private Wealth
California
$2.73M +$143K +1,398 +6%
TIM
168
Tortoise Investment Management
New York
$2.71M -$47.4K -465 -2%
NCM
169
Neumann Capital Management
California
$2.71M -$35.3K -346 -1%
Citigroup
170
Citigroup
New York
$2.67M +$759K +7,440 +41%
PP
171
PDS Planning
Ohio
$2.66M +$223K +2,191 +9%
SFA
172
Sequoia Financial Advisors
Ohio
$2.59M -$333K -3,262 -12%
MIM
173
Moseley Investment Management
Florida
$2.57M +$201K +1,970 +9%
BA
174
Bridgewater Advisors
New York
$2.52M +$448K +4,397 +22%
TWP
175
Total Wealth Planning
Ohio
$2.48M +$32.5K +319 +1%

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.