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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
IB
351
Intrust Bank
Kansas
$400K
CTA
352
Chesley Taft & Associates
Illinois
$396K +$23K +265 +7%
LCM
353
Liberty Capital Management
Michigan
$393K +$369K +4,250 New
Fiera Capital (Canada)
354
Fiera Capital (Canada)
Quebec, Canada
$392K -$125K -1,442 -25%
BTW
355
Boston Trust Walden
Massachusetts
$391K
OC
356
Oppenheimer & Co
New York
$385K +$16.4K +189 +5%
TI
357
Truepoint Inc
Ohio
$378K +$354K +4,079 New
MA
358
Montag & Associates
Georgia
$375K +$43.8K +505 +14%
PWM
359
PRW Wealth Management
Massachusetts
$372K +$102K +1,179 +42%
CSPIA
360
Cary Street Partners Investment Advisory
Virginia
$366K +$327K +3,775 +2,145%
SC
361
SouthState Corp
Florida
$365K
MA
362
Modus Advisors
Minnesota
$364K -$10.1K -117 -3%
PCG
363
Private Capital Group
Connecticut
$362K
FNC
364
First National Corp
Massachusetts
$362K +$44.5K +513 +15%
OFA
365
Oak Family Advisors
Illinois
$362K +$339K +3,907 New
RMC
366
Regis Management Company
California
$358K +$36.4K +420 +12%
CG
367
Colony Group
Massachusetts
$357K +$5.03K +58 +2%
KA
368
Kovack Advisors
Florida
$355K +$35K +404 +12%
LP
369
LGL Partners
Pennsylvania
$354K +$332K +3,827 New
DWT
370
Dorsey & Whitney Trust
South Dakota
$348K
WCG
371
Weaver Consulting Group
California
$348K
KCM
372
Kanawha Capital Management
Virginia
$347K
MM
373
Main Management
California
$341K
PCM
374
Pointe Capital Management
Michigan
$341K +$72.9K +840 +29%
FAM
375
Formidable Asset Management
Ohio
$339K

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.