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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
RIM
1
Rakuten Investment Management
Japan
$832M +$116M +1,205,300 +16%
Victory Capital Management
2
Victory Capital Management
Texas
$478M +$472M +4,912,065 New
Morgan Stanley
3
Morgan Stanley
New York
$306M -$53.3M -553,932 -15%
CA
4
Cambridge Associates
Massachusetts
$239M -$40.7M -422,763 -15%
Bank of America
5
Bank of America
North Carolina
$225M -$6.18M -64,221 -3%
Wells Fargo
6
Wells Fargo
California
$211M +$34.9M +362,819 +20%
K
7
Kemper
Illinois
$205M
UBS Group
8
UBS Group
Switzerland
$205M +$15.8M +163,889 +8%
Charles Schwab
9
Charles Schwab
California
$181M +$179M +1,864,946 New
AllianceBernstein
10
AllianceBernstein
Tennessee
$148M -$13.5M -140,348 -8%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$145M +$12M +124,631 +9%
SRA
12
Summit Rock Advisors
New York
$133M +$25.5M +265,002 +24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$119M +$31.1M +322,991 +36%
ST
14
Sageworth Trust
Pennsylvania
$90.9M -$458K -4,762 -0.5%
Jane Street
15
Jane Street
New York
$88.8M +$57.9M +602,083 +194%
LPL Financial
16
LPL Financial
California
$69.3M +$2.27M +23,622 +3%
WRTC
17
Wind River Trust Company
Wyoming
$68.9M -$639K -6,643 -0.9%
PCIG
18
Partners Capital Investment Group
Massachusetts
$61.8M +$41.5M +431,409 +211%
Goldman Sachs
19
Goldman Sachs
New York
$60.4M +$15M +156,015 +34%
Northern Trust
20
Northern Trust
Illinois
$57.6M +$6.61M +68,700 +13%
BDWM
21
Brewin Dolphin Wealth Management
Ireland
$57.3M +$3.33M +34,585 +6%
AIM
22
Allen Investment Management
New York
$57.1M
FWP
23
FAS Wealth Partners
Kansas
$56.8M +$4.91M +51,099 +10%
WA
24
Waddell & Associates
Tennessee
$54.2M +$1.26M +13,103 +2%
Ameriprise
25
Ameriprise
Minnesota
$52.1M -$6.49M -67,459 -11%

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.