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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
AWM
201
AllSquare Wealth Management
New York
$1.94M -$36.5K -380 -2%
GWM
202
Geneos Wealth Management
Colorado
$1.93M -$93.4K -971 -5%
HIM
203
Hanlon Investment Management
New Jersey
$1.92M
VCM
204
Vivaldi Capital Management
Illinois
$1.91M +$23.3K +242 +1%
AF
205
Affiance Financial
Minnesota
$1.88M +$395K +4,108 +27%
ACS
206
Archford Capital Strategies
Illinois
$1.84M -$97.6K -1,015 -5%
LIM
207
Leavell Investment Management
Alabama
$1.83M +$76.7K +798 +4%
TGAM
208
TBH Global Asset Management
Tennessee
$1.83M -$103K -1,067 -5%
Citigroup
209
Citigroup
New York
$1.78M -$8.81M -91,591 -83%
FHA
210
Flagship Harbor Advisors
Massachusetts
$1.76M +$6.25K +65 +0.4%
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.74M -$29.2K -304 -2%
Prudential Financial
212
Prudential Financial
New Jersey
$1.73M +$397K +4,133 +30%
AP
213
Arlington Partners
Alabama
$1.73M +$44.6K +464 +3%
EDRH
214
Edmond de Rothschild Holding
Switzerland
$1.65M
JWS
215
Juncture Wealth Strategies
Arizona
$1.63M -$1.15M -11,915 -41%
HWM
216
Hemington Wealth Management
Virginia
$1.63M +$307K +3,193 +23%
SFS
217
Sowell Financial Services
Arkansas
$1.62M +$53.9K +560 +4%
NCM
218
New Capital Management
Texas
$1.6M +$152K +1,585 +9%
ASW
219
Astoria Strategic Wealth
Texas
$1.6M -$68.3K -710 -4%
WA
220
Waverly Advisors
Alabama
$1.58M +$179K +1,861 +14%
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$1.58M -$166K -1,729 -10%
6M
222
6 Meridian
Kansas
$1.55M +$1.53M +15,962 New
Neuberger Berman Group
223
Neuberger Berman Group
New York
$1.55M -$2.4K -25 -0.2%
CG
224
Caprock Group
Idaho
$1.54M +$317K +3,295 +26%
Fidelity Investments
225
Fidelity Investments
Massachusetts
$1.54M +$77K +801 +5%

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.