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
EWM
176
Empirical Wealth Management
Washington
$2.32M +$116K +1,211 +5%
BFA
177
Beacon Financial Advisory
Ohio
$2.32M -$521K -5,416 -19%
LOAMS
178
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.32M
TWP
179
Total Wealth Planning
Ohio
$2.3M -$62.9K -654 -3%
IC
180
Iconiq Capital
California
$2.29M -$1.54M -15,991 -40%
PP
181
PDS Planning
Ohio
$2.29M +$132K +1,372 +6%
UB
182
UMB Bank
Missouri
$2.28M
V
183
Veritable
Delaware
$2.27M +$156K +1,624 +7%
KP
184
Keel Point
Alabama
$2.26M +$10.3K +107 +0.5%
CIA
185
Choate Investment Advisors
Massachusetts
$2.23M -$44.2K -460 -2%
MIM
186
Moseley Investment Management
Florida
$2.22M +$116K +1,206 +6%
GSWM
187
Golden State Wealth Management
California
$2.18M +$96 +1 +0%
DA
188
Doliver Advisors
Texas
$2.16M +$2.13M +22,192 New
GB
189
Gunma Bank
Japan
$2.14M +$2.12M +22,000 New
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$2.1M -$201K -2,089 -9%
PWP
191
Principle Wealth Partners
Connecticut
$2.07M +$226K +2,350 +12%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$2.07M +$1.82M +18,889 +789%
H
193
HoyleCohen
California
$2.06M +$70.2K +730 +4%
LK
194
Lumbard & Kellner
New Hampshire
$2.06M
SNBOSD
195
Security National Bank of So Dak
Iowa
$1.99M -$1.21M -12,558 -38%
BAAM
196
Baker Avenue Asset Management
California
$1.98M +$6.15K +64 +0.3%
TPCW
197
TD Private Client Wealth
New York
$1.97M -$57K -593 -3%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$1.97M +$120K +1,243 +7%
BA
199
Bridgewater Advisors
New York
$1.97M +$1.91M +19,911 New
IWC
200
Integrated Wealth Concepts
Massachusetts
$1.95M -$76.7K -798 -4%

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.