VT Institutional Ownership
Vanguard Total World Stock ETF
1W: -0.6%
1M: -0.6%
3M: +0.8%
YTD: +12.0%
1Y: +15.8%
3Y: +79.8%
5Y: +66.2%
$159.13
+1.33 (+0.84%)
Weekly Expected Move ±1.6%
$154
$157
$159
$162
$164
Overview
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Holdings
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Analysis
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Institutional Ownership — VT
1,380
Institutional Holders
+66 vs prior quarter
0.0%
Ownership
+0.00pp
21B
Total Invested
155
New Positions
572
Increased
432
Reduced
50
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1450 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Rakuten Investment Management, Inc. | 15,258,597 | 2.4B | -15,751,597 | -50.8% | 4Q | SEC ↗ |
| 2 | MORGAN STANLEY | 10,646,703 | 1.7B | +1,842,462 | +20.9% | 60Q | SEC ↗ |
| 3 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 9,031,741 | 1.4B | +422,781 | +4.9% | 15Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 5,330,835 | $848M | -38,658 | -0.7% | 15Q | SEC ↗ |
| 5 | UBS Group AG | 4,833,679 | $769M | +162,195 | +3.5% | 47Q | SEC ↗ |
| 6 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2,970,012 | $473M | -13,461 | -0.5% | 18Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 2,589,027 | $412M | +284,274 | +12.3% | 71Q | SEC ↗ |
| 8 | NORTHERN TRUST CORP | 2,491,748 | $397M | +6,124 | +0.2% | 40Q | SEC ↗ |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,343,448 | $373M | +31,125 | +1.3% | 43Q | SEC ↗ |
| 10 | BRANDYWINE TRUST CO | 2,106,020 | $335M | +34,146 | +1.6% | 14Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 2,099,070 | $334M | -2,016,422 | -49.0% | 32Q | SEC ↗ |
| 12 | ANGELES WEALTH MANAGEMENT, LLC | 1,515,162 | $241M | +42,424 | +2.9% | 18Q | SEC ↗ |
| 13 | ALLIANCEBERNSTEIN L.P. | 1,481,252 | $236M | +2,443 | +0.2% | 39Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 1,400,111 | $223M | -2,199,989 | -61.1% | 17Q | SEC ↗ |
| 15 | SCS Capital Management LLC | 1,394,823 | $222M | +162,426 | +13.2% | 30Q | SEC ↗ |
| 16 | Global Endowment Management, LP | 1,331,484 | $212M | +312,789 | +30.7% | 10Q | SEC ↗ |
| 17 | LPL Financial LLC | 1,263,760 | $201M | +43,931 | +3.6% | 54Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 1,243,489 | $198M | +43,360 | +3.6% | 71Q | SEC ↗ |
| 19 | Permanent Capital Management, LP | 1,160,445 | $185M | +517,052 | +80.4% | 4Q | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 1,126,075 | $179M | +125,473 | +12.5% | 31Q | SEC ↗ |
| 21 | BROWN ADVISORY INC | 994,218 | $158M | -31,155 | -3.0% | 32Q | SEC ↗ |
| 22 | BESSEMER GROUP INC | 967,468 | $154M | +731,139 | +309.4% | 65Q | SEC ↗ |
| 23 | Vernal Point Advisors, LLC | 954,731 | $152M | +41,808 | +4.6% | 11Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 948,998 | $151M | +100,898 | +11.9% | 43Q | SEC ↗ |
| 25 | US BANCORP \DE | 946,099 | $151M | -3,602,551 | -79.2% | 50Q | SEC ↗ |
| 26 | DC Investments Management, LLC | 877,390 | $140M | -7,712 | -0.9% | 7Q | SEC ↗ |
| 27 | Cerity Partners OCIO LLC | 876,239 | $139M | +36,244 | +4.3% | 9Q | SEC ↗ |
| 28 | RAYMOND JAMES FINANCIAL INC | 832,433 | $132M | -3,270 | -0.4% | 7Q | SEC ↗ |
| 29 | Cresset Asset Management, LLC | 815,552 | $130M | +24,483 | +3.1% | 20Q | SEC ↗ |
| 30 | NEPC LLC | 800,713 | $127M | -81,121 | -9.2% | 10Q | SEC ↗ |
| 31 | SBI Securities Co., Ltd. | 793,845 | $126M | +1,923 | +0.2% | 7Q | SEC ↗ |
| 32 | Quantinno Capital Management LP | 756,025 | $120M | -347,192 | -31.5% | 8Q | SEC ↗ |
| 33 | UBS AM, a distinct business unit of UB | 752,555 | $120M | -22,864 | -2.9% | 3Q | SEC ↗ |
| 34 | Zhang Financial LLC | 739,897 | $118M | +16,024 | +2.2% | 50Q | SEC ↗ |
| 35 | BARINGS LLC | 732,779 | $117M | -133,557 | -15.4% | 18Q | SEC ↗ |
| 36 | Mariner, LLC | 701,429 | $112M | -71,358 | -9.2% | 41Q | SEC ↗ |
| 37 | Allianz Asset Management GmbH | 677,714 | $108M | +110,584 | +19.5% | 43Q | SEC ↗ |
| 38 | JONES FINANCIAL COMPANIES LLLP | 676,102 | $108M | +178,422 | +35.9% | 17Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 664,465 | $106M | -13,354 | -2.0% | 16Q | SEC ↗ |
| 40 | OneDigital Investment Advisors LLC | 646,457 | $103M | +127,253 | +24.5% | 25Q | SEC ↗ |
| 41 | Cerity Partners LLC | 630,139 | $100M | +13,305 | +2.2% | 19Q | SEC ↗ |
| 42 | Wind River Trust Co | 622,577 | $99M | -4,228 | -0.7% | 55Q | SEC ↗ |
| 43 | GOLDMAN SACHS GROUP INC | 615,494 | $98M | +55,483 | +9.9% | 15Q | SEC ↗ |
| 44 | HighTower Advisors, LLC | 612,064 | $97M | +17,361 | +2.9% | 22Q | SEC ↗ |
| 45 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 606,900 | $97M | +113,221 | +22.9% | 35Q | SEC ↗ |
| 46 | TIFF ADVISORY SERVICES, LLC | 601,770 | $96M | -12,466 | -2.0% | 16Q | SEC ↗ |
| 47 | Corient Private Wealth LP | 595,684 | $95M | -60,307 | -9.2% | 15Q | SEC ↗ |
| 48 | Sageworth Trust Co | 568,189 | $90M | -7,068 | -1.2% | 29Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 565,546 | $90M | +68,889 | +13.9% | 51Q | SEC ↗ |
| 50 | Alta Advisers Ltd | 561,916 | $89M | +71,706 | +14.6% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 484,457 | $77M |
| Sollinda Capital Management LLC | 371,259 | $59M |
| Evelyn Partners Group Ltd | 363,966 | $58M |
| Curated Wealth Partners LLC | 200,800 | $32M |
| Evanson Financial, LLC | 137,643 | $22M |
| Highland Investment Advisors LLC | 136,137 | $22M |
| LOOMIS SAYLES & CO L P | 113,750 | $18M |
| Angeles Investment Advisors, LLC | 105,055 | $17M |
| South Dakota Investment Council | 97,932 | $16M |
| Park Edge Advisors, LLC | 93,653 | $15M |
| FOURPATH CAPITAL MANAGEMENT, LLC | 92,563 | $15M |
| Clear Creek Financial Management, L | 88,898 | $14M |
| MOODY NATIONAL BANK TRUST DIVISION | 71,065 | $11M |
| 49 WEALTH MANAGEMENT, LLC | 60,197 | $10M |
| ALONGSIDE, LLC | 60,197 | $10M |
| AXXCESS WEALTH MANAGEMENT, LLC | 35,164 | $6M |
| Noble Wealth Partners LLC | 34,761 | $6M |
| J.W. COLE ADVISORS, INC. | 31,654 | $5M |
| Optivise Advisory Services LLC | 31,101 | $5M |
| MEITAV INVESTMENT HOUSE LTD | 28,071 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bain Capital Public Equity, LP | 1,156,202 | $184M |
| Nearwater Capital Markets, Ltd | 527,500 | $84M |
| EVOKE WEALTH, LLC | 481,063 | $77M |
| Legal & General Group Plc | 128,257 | $20M |
| ABOUND FINANCIAL, LLC | 105,322 | $17M |
| Humankind Investments LLC | 101,000 | $16M |
| Comprehensive Wealth Management, LL | 70,774 | $11M |
| University of Illinois Foundation | 68,350 | $11M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | 44,137 | $7M |
| McMill Wealth Management | 26,957 | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 23,666 | $4M |
| TIAA TRUST, NATIONAL ASSOCIATION | 22,523 | $4M |
| West Family Investments, Inc. | 18,570 | $3M |
| Orion Porfolio Solutions, LLC | 15,387 | $2M |
| TUDOR INVESTMENT CORP ET AL | 11,922 | $2M |
| M Holdings Securities, Inc. | 11,841 | $2M |
| Nicholson Meyer Capital Management, | 11,285 | $2M |
| Independent Advisor Alliance | 8,865 | $1M |
| BARCLAYS PLC | 8,808 | $1M |
| Cerity Partners Retirement Plan Adv | 8,513 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,842,462 | +20.9% | 10,646,703 |
| BESSEMER GROUP INC | +731,139 | +309.4% | 967,468 |
| Permanent Capital Management, LP | +517,052 | +80.4% | 1,160,445 |
| MAI Capital Management | +503,628 | +1361.5% | 540,619 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | +422,781 | +4.9% | 9,031,741 |
| NewEdge Advisors, LLC | +314,896 | +146.2% | 530,329 |
| Global Endowment Management, LP | +312,789 | +30.7% | 1,331,484 |
| Bank Julius Baer & Co. Ltd, Zurich | +311,482 | +202.6% | 465,202 |
| ROYAL BANK OF CANADA | +284,274 | +12.3% | 2,589,027 |
| Jasper Ridge Partners, L.P. | +259,282 | +199.5% | 389,261 |
| TSG Advice Partners, LLC | +223,408 | +4853.5% | 228,011 |
| Bernzott Capital Advisors | +215,306 | +204.9% | 320,364 |
| Pictet North America Advisors SA | +186,727 | +943.2% | 206,524 |
| JONES FINANCIAL COMPANIES LLLP | +178,422 | +35.9% | 676,102 |
| SCS Capital Management LLC | +162,426 | +13.2% | 1,394,823 |
| UBS Group AG | +162,195 | +3.5% | 4,833,679 |
| Kestra Advisory Services, LLC | +132,584 | +271.8% | 181,367 |
| OneDigital Investment Advisors LLC | +127,253 | +24.5% | 646,457 |
| Rockefeller Capital Management L.P. | +125,473 | +12.5% | 1,126,075 |
| Sivia Capital Partners, LLC | +120,866 | +136.0% | 209,722 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Rakuten Investment Management, Inc. | -15,751,597 | -50.8% | 15,258,597 |
| US BANCORP \DE | -3,602,551 | -79.2% | 946,099 |
| JANE STREET GROUP, LLC | -2,199,989 | -61.1% | 1,400,111 |
| ENVESTNET ASSET MANAGEMENT INC | -2,016,422 | -49.0% | 2,099,070 |
| LOCKHEED MARTIN INVESTMENT MANAGEME | -882,500 | -80.2% | 217,500 |
| MADRONE ADVISORS, LLC | -494,285 | -65.8% | 256,758 |
| Quantinno Capital Management LP | -347,192 | -31.5% | 756,025 |
| ELEVATION POINT WEALTH PARTNERS, LL | -175,209 | -75.2% | 57,703 |
| Vestmark Advisory Solutions, Inc. | -162,623 | -66.2% | 83,215 |
| BARINGS LLC | -133,557 | -15.4% | 732,779 |
| BlackRock, Inc. | -109,014 | -39.7% | 165,271 |
| NEPC LLC | -81,121 | -9.2% | 800,713 |
| Private Advisor Group, LLC | -73,283 | -45.2% | 88,828 |
| Squarepoint Ops LLC | -71,868 | -90.9% | 7,167 |
| Mariner, LLC | -71,358 | -9.2% | 701,429 |
| SummitTX Capital, L.P. | -70,290 | -66.1% | 36,028 |
| Prime Buchholz LLC | -63,893 | -76.4% | 19,773 |
| Corient Private Wealth LP | -60,307 | -9.2% | 595,684 |
| WJ Interests, LLC | -58,766 | -19.5% | 241,990 |
| Summit Trail Advisors, LLC | -51,019 | -26.0% | 144,882 |