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Vanguard Total World Stock ETF

600 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, 259 increasing their positions, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+47
Holders Change %
+8.5%
% 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
259
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
Shares
Change %
EWM
176
Empirical Wealth Management
Washington
$2.32M +$118K +1,211 +5%
BFA
177
Beacon Financial Advisory
Ohio
$2.32M -$527K -5,416 -19%
LOAMS
178
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.32M
TWP
179
Total Wealth Planning
Ohio
$2.3M -$63.6K -654 -3%
IC
180
Iconiq Capital
California
$2.29M -$1.56M -15,991 -40%
PP
181
PDS Planning
Ohio
$2.29M +$133K +1,372 +6%
UB
182
UMB Bank
Missouri
$2.28M
V
183
Veritable
Delaware
$2.27M +$158K +1,624 +7%
KP
184
Keel Point
Alabama
$2.26M +$10.4K +107 +0.5%
CIA
185
Choate Investment Advisors
Massachusetts
$2.23M -$44.8K -460 -2%
MIM
186
Moseley Investment Management
Florida
$2.22M +$117K +1,206 +6%
GSWM
187
Golden State Wealth Management
California
$2.18M +$97 +1 +0%
DA
188
Doliver Advisors
Texas
$2.16M +$2.16M +22,192 New
GB
189
Gunma Bank
Japan
$2.14M +$2.14M +22,000 New
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$2.11M -$203K -2,089 -9%
PWP
191
Principle Wealth Partners
Connecticut
$2.07M +$229K +2,350 +12%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$2.07M +$1.84M +18,889 +789%
H
193
HoyleCohen
California
$2.06M +$71K +730 +4%
LK
194
Lumbard & Kellner
New Hampshire
$2.06M
SNBOSD
195
Security National Bank of So Dak
Iowa
$1.99M -$1.22M -12,558 -38%
BAAM
196
Baker Avenue Asset Management
California
$1.98M +$6.23K +64 +0.3%
TPCW
197
TD Private Client Wealth
New York
$1.97M -$57.7K -593 -3%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$1.97M +$121K +1,243 +7%
BA
199
Bridgewater Advisors
New York
$1.97M +$1.97M +19,911 New
IWC
200
Integrated Wealth Concepts
Massachusetts
$1.95M -$77.6K -798 -4%