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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
OIA
301
OneDigital Investment Advisors
Kansas
$642K +$319K +3,682 +113%
FA
302
FC Advisory
Pennsylvania
$635K +$3.56K +41 +0.6%
JPG
303
Jordan Park Group
California
$624K
WFPG
304
Waller Financial Planning Group
Ohio
$623K +$39.5K +455 +7%
NEWAS
305
N.E.W. Advisory Services
Wisconsin
$601K -$113K -1,299 -17%
MLFP
306
MPS Loria Financial Planners
Illinois
$600K
BRWA
307
B. Riley Wealth Advisors
Florida
$595K -$12.1K -140 -2%
AA
308
AlphaMark Advisors
Kentucky
$594K -$23.9K -275 -4%
PFO
309
Pathstone Family Office
New Jersey
$591K +$554K +6,384 New
CW
310
Cabot-Wellington
Massachusetts
$579K +$543K +6,257 New
BPA
311
Beacon Pointe Advisors
California
$579K +$544K +6,269 New
MWM
312
MorganRosel Wealth Management
Colorado
$576K +$1.48K +17 +0.3%
MWM
313
Mission Wealth Management
California
$576K +$6.85K +79 +1%
CFA
314
Cahill Financial Advisors
Minnesota
$575K -$2.43K -28 -0.4%
MCM
315
Monument Capital Management
Virginia
$575K +$197K +2,271 +58%
SMC
316
Smith, Moore & Co
Missouri
$573K +$20.6K +237 +4%
BIA
317
Barry Investment Advisors
Massachusetts
$569K +$533K +6,147 New
B
318
Bridgeworth
Alabama
$565K -$20.1K -232 -4%
MOS
319
MGO One Seven
Ohio
$562K -$13K -150 -2%
TAM
320
Tocqueville Asset Management
New York
$555K +$520K +6,000 New
Betterment LLC
321
Betterment LLC
New York
$552K +$517K +5,959 New
Capital World Investors
322
Capital World Investors
California
$550K +$186K +2,148 +57%
WWP
323
Waypoint Wealth Partners
California
$542K +$508K +5,851 New
CMBA
324
C.M. Bidwell & Associates
Hawaii
$541K -$12.9K -149 -2%
WP
325
WealthShield Partners
North Carolina
$538K +$293K +3,381 +139%

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.