We are live on ! Find out more
VT icon

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
FC
176
Ferris Capital
Massachusetts
$2.48M +$2.44M +23,936 New
LOAMS
177
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.47M
BFA
178
Beacon Financial Advisory
Ohio
$2.47M -$5K -49 -0.2%
V
179
Veritable
Delaware
$2.47M +$43K +422 +2%
UB
180
UMB Bank
Missouri
$2.46M +$37.1K +364 +2%
EWM
181
Empirical Wealth Management
Washington
$2.46M -$14.9K -146 -0.6%
ACA
182
Ackerman Capital Advisors
Texas
$2.44M -$323K -3,167 -12%
IC
183
Iconiq Capital
California
$2.44M
TPCW
184
TD Private Client Wealth
New York
$2.37M +$262K +2,566 +13%
CIA
185
Choate Investment Advisors
Massachusetts
$2.36M -$19.6K -192 -0.8%
CM
186
Columbus Macro
Pennsylvania
$2.33M +$1.51M +14,821 +193%
RBA
187
Richard Bernstein Advisors
New York
$2.28M -$11.7M -114,896 -84%
IC
188
Inscription Capital
Texas
$2.21M -$12.8M -125,961 -86%
PWP
189
Principle Wealth Partners
Connecticut
$2.21M
VCM
190
Vivaldi Capital Management
Illinois
$2.2M +$200K +1,957 +10%
GSWM
191
Golden State Wealth Management
California
$2.19M -$132K -1,296 -6%
LC
192
Lindbrook Capital
California
$2.17M -$996K -9,772 -32%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$2.17M -$67.5K -662 -3%
LK
194
Lumbard & Kellner
New Hampshire
$2.1M
IWC
195
Integrated Wealth Concepts
Massachusetts
$2.1M +$16.5K +162 +0.8%
AWM
196
AllSquare Wealth Management
New York
$2.08M +$10.5K +103 +0.5%
HIM
197
Hanlon Investment Management
New Jersey
$2.05M
DP
198
Divergent Planning
Maryland
$2.04M -$18.4M -180,500 -90%
AF
199
Affiance Financial
Minnesota
$2.03M +$27K +265 +1%
KP
200
Keel Point
Alabama
$2M -$396K -3,887 -17%

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.