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Vanguard Total World Stock ETF

502 hedge funds and large institutions have $4.04B invested in Vanguard Total World Stock ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 188 increasing their positions, 164 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $2M

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

15% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 164

10% more capital invested

Capital invested by funds: $3.66B → $4.04B (+$382M)

4% more funds holding

Funds holding: 481502 (+21)

0.36% more ownership

Funds ownership: 28.1%28.47% (+0.36%)

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

Holders
502
Holders Change
+21
Holders Change %
+4.37%
% of All Funds
10.13%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
0.69%
New
54
Increased
188
Reduced
164
Closed
28
Calls
$4.51M
Puts
$2M
Net Calls
+$2.51M
Net Calls Change
+$961K
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
301
Fiera Capital (Canada)
Quebec, Canada
$457K
FA
302
FCG Advisors
New Jersey
$446K -$42.2K -526 -9%
QWM
303
Quaker Wealth Management
New Jersey
$443K -$963 -12 -0.2%
LFS
304
Lutz Financial Services
Nebraska
$439K -$71.2K -887 -14%
APP
305
Avantax Planning Partners
Iowa
$436K -$20.2K -252 -4%
WP
306
WMS Partners
Maryland
$430K -$2.49K -31 -0.6%
VFA
307
Valeo Financial Advisors
Indiana
$427K
NWM
308
Northwest Wealth Management
Iowa
$426K +$59.7K +744 +16%
KPWS
309
Kestra Private Wealth Services
Texas
$425K +$423K +5,267 New
RAM
310
Redmond Asset Management
Virginia
$420K +$28.1K +350 +7%
KPW
311
Kore Private Wealth
New York
$419K
RVPG
312
Relative Value Partners Group
$416K -$212K -2,635 -34%
CAN
313
Claraphi Advisory Network
United States
$416K -$11.3K -141 -3%
DACG
314
Donor Advised Charitable Giving
California
$411K +$2.09K +26 +0.5%
NNP
315
Nachman Norwood & Parrott
South Carolina
$411K +$44.8K +558 +12%
QC
316
QCM Cayman
Texas
$407K -$115K -1,430 -22%
PG
317
Proffitt & Goodson
Tennessee
$405K +$8.43K +105 +2%
FWP
318
FAS Wealth Partners
Kansas
$390K -$84.7K -1,055 -18%
AL
319
Aspiriant LLC
California
$385K
PB
320
Pinnacle Bancorp
Nebraska
$384K +$803 +10 +0.2%
CA
321
Clearstead Advisors
Ohio
$383K +$27.1K +337 +8%
BMCM
322
Bryn Mawr Capital Management
Pennsylvania
$374K
Wealth Enhancement Advisory Services
323
Wealth Enhancement Advisory Services
Minnesota
$362K +$883 +11 +0.3%
FLPIM
324
F.L. Putnam Investment Management
Massachusetts
$360K
VPI
325
Value Partners Investments
Manitoba, Canada
$358K +$357K +4,449 New

VT Hedge Fund Activity: Q3 2020 in Review

502 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q3 2020, worth a combined $4.04B — up 10% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VT positions and 28 closed out — a net gain of 26 holders — while 188 added to existing stakes and 164 trimmed.

The largest buyer was Rakuten Investment Management, adding an estimated $58M. The largest seller was Parametric Portfolio Associates, cutting an estimated $50.1M.

  • 502 institutional investors held Vanguard Total World Stock ETF (VT) as of Q3 2020, up from 481 in Q2 2020.
  • Funds reported $4.04B of Vanguard Total World Stock ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 54 funds opened new Vanguard Total World Stock ETF positions in Q3 2020 and 28 closed out, a net change of +26 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q3 2020 was Rakuten Investment Management, an estimated $58M added.
  • The largest Vanguard Total World Stock ETF seller in Q3 2020 was Parametric Portfolio Associates, an estimated $50.1M sold.

Based on aggregated 13F filings for Q3 2020.