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Vanguard Total World Stock ETF

555 hedge funds and large institutions have $4.87B invested in Vanguard Total World Stock ETF in 2020 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 149 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 34

41% more funds holding in top 10

Funds holding in top 10: 3448 (+14)

38% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 149

21% more call options, than puts

Call options by funds: $7.41M | Put options by funds: $6.14M

21% more capital invested

Capital invested by funds: $4.04B → $4.87B (+$834M)

11% more funds holding

Funds holding: 502555 (+53)

0.39% more ownership

Funds ownership: 28.47%28.86% (+0.39%)

Holders
555
Holders Change
+53
Holders Change %
+10.56%
% of All Funds
9.82%
Holding in Top 10
48
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+41.18%
% of All Funds
0.85%
New
98
Increased
205
Reduced
149
Closed
34
Calls
$7.41M
Puts
$6.14M
Net Calls
+$1.27M
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$1.23M +$143K +1,645 +14%
AWS
227
AJ Wealth Strategies
New York
$1.22M +$260 +3 +0%
VVP
228
Venture Visionary Partners
Ohio
$1.21M +$1.13M +13,017 New
IFG
229
Independent Financial Group
California
$1.18M +$42.7K +492 +4%
CG
230
Caprock Group
Idaho
$1.17M -$12.8K -148 -1%
State Street
231
State Street
Massachusetts
$1.16M -$27.4K -316 -2%
Millennium Management
232
Millennium Management
New York
$1.15M +$388K +4,475 +56%
SNBOSCI
233
Security National Bank of Sioux City Iowa
Iowa
$1.15M +$1.07M +12,365 New
EWA
234
EP Wealth Advisors
California
$1.14M -$109K -1,259 -9%
LDFR
235
Lehman & Derafelo Financial Resources
Pennsylvania
$1.14M
CAN
236
Cetera Advisor Networks
California
$1.14M +$39.3K +453 +4%
BAMG
237
Brand Asset Management Group
Missouri
$1.13M +$12.9K +149 +1%
STA
238
Summit Trail Advisors
New York
$1.13M +$2.17K +25 +0.2%
VA
239
Valmark Advisers
Ohio
$1.12M -$21.1K -243 -2%
RC
240
Roundview Capital
New Jersey
$1.12M +$13.8K +159 +1%
CAGAS
241
Capital Advisory Group Advisory Services
Minnesota
$1.11M +$17.1K +197 +2%
CIAS
242
Capital Investment Advisory Services
North Carolina
$1.1M -$2.19M -25,264 -68%
SPIA
243
Steward Partners Investment Advisory
New York
$1.09M -$289K -3,327 -22%
TYCC
244
Texas Yale Capital Corp
Florida
$1.09M +$520 +6 +0.1%
MWA
245
MFA Wealth Advisors
Pennsylvania
$1.09M
MAFM
246
Mid Atlantic Financial Management
Pennsylvania
$1.07M -$167K -1,928 -14%
IWA
247
Intercontinental Wealth Advisors
Texas
$1.05M -$79.8K -920 -8%
CAM
248
Cresset Asset Management
Illinois
$1.04M -$207K -2,392 -18%
GLLW
249
Graves Light Lenhart Wealth
Virginia
$1.03M +$213K +2,456 +28%
CCM
250
Condor Capital Management
New Jersey
$1.02M -$42.2K -487 -4%

VT Hedge Fund Activity: Q4 2020 in Review

555 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2020, worth a combined $4.87B — up 21% from $4.04B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VT positions and 34 closed out — a net gain of 64 holders — while 205 added to existing stakes and 149 trimmed.

The largest buyer was Summit Rock Advisors, opening a new position worth an estimated $95.8M. The largest seller was UBS Group, cutting an estimated $261M.

  • 555 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2020, up from 502 in Q3 2020.
  • Funds reported $4.87B of Vanguard Total World Stock ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 98 funds opened new Vanguard Total World Stock ETF positions in Q4 2020 and 34 closed out, a net change of +64 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2020 was Summit Rock Advisors, an estimated $95.8M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2020 was UBS Group, an estimated $261M sold.

Based on aggregated 13F filings for Q4 2020.