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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
PP
326
PrairieView Partners
Minnesota
$536K
LIA
327
LBMC Investment Advisors
Tennessee
$533K -$5.46K -63 -1%
BW
328
Bison Wealth
Georgia
$533K
DT
329
Diversified Trust
Tennessee
$532K -$1.16M -13,408 -70%
NWM
330
Northwest Wealth Management
Iowa
$521K +$29.7K +342 +6%
LFS
331
Lutz Financial Services
Nebraska
$514K +$8.5K +98 +2%
QWM
332
Quaker Wealth Management
New Jersey
$511K +$2.95K +34 +0.6%
CPO
333
Cerity Partners OCIO
New York
$507K +$475K +5,479 New
RAM
334
Redmond Asset Management
Virginia
$505K +$21.7K +250 +5%
WP
335
WMS Partners
Maryland
$503K +$8.85K +102 +2%
APP
336
Avantax Planning Partners
Iowa
$500K -$87 -1 -0%
QCG
337
Quadrant Capital Group
Ohio
$499K +$468K +5,394 New
KPW
338
Kore Private Wealth
New York
$479K -$2.43K -28 -0.5%
RVPG
339
Relative Value Partners Group
$478K
CAN
340
Claraphi Advisory Network
United States
$475K -$2.6K -30 -0.6%
DACG
341
Donor Advised Charitable Giving
California
$474K +$2.6K +30 +0.6%
KPWS
342
Kestra Private Wealth Services
Texas
$448K -$36.9K -425 -8%
AL
343
Aspiriant LLC
California
$443K
PB
344
Pinnacle Bancorp
Nebraska
$443K +$1.04K +12 +0.3%
CA
345
Clearstead Advisors
Ohio
$439K -$1.21K -14 -0.3%
PG
346
Proffitt & Goodson
Tennessee
$434K -$29.5K -340 -7%
FLPIM
347
F.L. Putnam Investment Management
Massachusetts
$413K
MAA
348
Mraz Amerine & Associates
California
$410K +$8.5K +98 +2%
PCMC
349
Private Capital Management (Colorado)
Colorado
$409K +$16K +185 +4%
Wealth Enhancement Advisory Services
350
Wealth Enhancement Advisory Services
Minnesota
$404K +$1.13K +13 +0.3%

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.