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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
WEC
276
Winslow Evans & Crocker
Massachusetts
$811K +$716K +8,250 +1,634%
GWM
277
Gray Wealth Management
Maine
$773K -$148K -1,701 -17%
SBSB
278
Sullivan, Bruyette, Speros & Blaney
Virginia
$764K +$29.2K +337 +4%
TFF
279
The Family Firm
Maryland
$762K +$91.8K +1,058 +15%
FFG
280
Frisch Financial Group
New York
$751K +$68.6K +791 +11%
Janney Montgomery Scott
281
Janney Montgomery Scott
Pennsylvania
$743K +$138K +1,593 +25%
MCM
282
Manchester Capital Management
Vermont
$741K -$26K -300 -4%
AL
283
ADE LLC
Maryland
$741K +$694K +7,999 New
TTWM
284
TCV Trust & Wealth Management
Virginia
$738K -$150K -1,735 -18%
FPB
285
First PREMIER Bank
South Dakota
$735K
BAM
286
Belpointe Asset Management
Nevada
$732K -$312K -3,600 -31%
PA
287
Paracle Advisors
Washington
$725K
NFG
288
Next Financial Group
Texas
$723K -$5.12K -59 -0.7%
RCAG
289
Rehmann Capital Advisory Group
Michigan
$721K -$37.8K -436 -5%
VFA
290
Valeo Financial Advisors
Indiana
$714K +$210K +2,421 +46%
SPC
291
Sigma Planning Corp
Michigan
$709K +$96.2K +1,109 +17%
RIL
292
Rothschild Investment LLC
Illinois
$704K
First Manhattan
293
First Manhattan
New York
$696K +$59.1K +681 +10%
BWP
294
BSW Wealth Partners
Colorado
$691K -$260 -3 -0%
MIA
295
MainStreet Investment Advisors
Illinois
$676K -$80.8K -932 -11%
C1AG
296
Client 1st Advisory Group
Florida
$667K +$260 +3 +0%
AAM
297
Autus Asset Management
Arizona
$665K -$41.7K -481 -6%
BCA
298
Bay Colony Advisors
Massachusetts
$655K -$47.6K -549 -7%
CIC
299
Cutler Investment Counsel
Oregon
$647K +$25K +288 +4%
WPWM
300
Windward Private Wealth Management
Kansas
$647K +$606K +6,986 New

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.