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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
RCM
376
Robinson Capital Management
Michigan
$248K
FANJ
377
Financial Architects (New Jersey)
New Jersey
$245K
NFG
378
Nations Financial Group
Iowa
$244K -$33.7K -420 -12%
AIP
379
Almanack Investment Partners
Pennsylvania
$242K +$2.81K +35 +1%
CBFP
380
Cedar Brook Financial Partners
Ohio
$241K +$240K +2,989 New
FG
381
Fiduciary Group
Georgia
$232K
MAS
382
Managed Account Services
Florida
$232K +$1.12K +14 +0.5%
PCM
383
Pointe Capital Management
Michigan
$230K
SWM
384
Sanctuary Wealth Management
Idaho
$229K -$4.66K -58 -2%
PO
385
Private Ocean
California
$229K +$1.28K +16 +0.6%
PWM
386
PRW Wealth Management
Massachusetts
$229K +$3.53K +44 +2%
CF
387
Corrigan Financial
Rhode Island
$228K
GRP
388
Global Retirement Partners
California
$227K +$13.3K +166 +6%
AP
389
Advisor Partners
California
$224K +$225K +2,797 New
Baird Financial Group
390
Baird Financial Group
Wisconsin
$219K -$24.1K -300 -10%
AC
391
Apella Capital
Connecticut
$218K +$217K +2,700 New
BOPW
392
Brandywine Oak Private Wealth
Pennsylvania
$217K +$803 +10 +0.4%
WI
393
Wintrust Investments
Illinois
$214K +$213K +2,658 New
BL
394
Balentine LLC
Georgia
$212K +$116K +1,451 +124%
AWA
395
Acorn Wealth Advisors
Michigan
$212K +$211K +2,626 New
SMFG
396
Sumitomo Mitsui Financial Group
Japan
$210K
AWM
397
Avior Wealth Management
Nebraska
$210K +$4.66K +58 +2%
US Bancorp
398
US Bancorp
Minnesota
$210K +$24K +299 +13%
NA
399
NewEdge Advisors
Louisiana
$207K -$11.5K -143 -5%
RWA
400
Ropes Wealth Advisors
Massachusetts
$207K -$161 -2 -0.1%

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.