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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
SFWC
251
Strategic Family Wealth Counselors
New Jersey
$1.01M -$3.04K -35 -0.3%
HB
252
Homrich & Berg
Georgia
$1M -$78.8K -908 -8%
WS
253
Wedbush Securities
California
$999K -$209K -2,404 -18%
FFN
254
Focus Financial Network
Minnesota
$997K +$174K +2,009 +23%
SP
255
Successful Portfolios
Florida
$976K +$45.7K +527 +5%
ATPW
256
Ashton Thomas Private Wealth
Arizona
$971K +$910K +10,488 New
APA
257
American Portfolios Advisors
New York
$960K +$16.5K +190 +2%
ATC
258
Argent Trust Co
Tennessee
$959K
RG
259
Rikoon Group
New Mexico
$948K +$434 +5 +0%
EW
260
Evoke Wealth
California
$930K
HSWM
261
Hubbell Strickland Wealth Management
Louisiana
$926K +$4.94K +57 +0.6%
RC
262
RBF Capital
California
$926K +$867K +10,000 New
AIP
263
Almanack Investment Partners
Pennsylvania
$884K +$585K +6,747 +240%
BEC
264
Blue Edge Capital
Virginia
$881K -$192K -2,210 -19%
DCM
265
Disciplina Capital Management
Tennessee
$877K
CPFP
266
Clear Perspectives Financial Planning
Ohio
$873K +$818K +9,428 New
BP
267
Ballentine Partners
Massachusetts
$872K +$21.1K +243 +3%
NEPPG
268
New England Professional Planning Group
Rhode Island
$868K
JWCA
269
J.W. Cole Advisors
Florida
$864K +$95.2K +1,097 +13%
CHP
270
Cable Hill Partners
Oregon
$862K +$15.6K +180 +2%
RPCA
271
Running Point Capital Advisors
California
$862K +$807K +9,307 New
CFMC
272
Curbstone Financial Management Corp
New Hampshire
$861K
SWP
273
Stratos Wealth Partners
Ohio
$858K +$126K +1,454 +19%
NF
274
Nikulski Financial
Iowa
$820K -$27.2K -314 -3%
JWBC
275
John W. Brooker & Co
California
$813K -$10.4K -120 -1%

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.