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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
ECG
376
Edge Capital Group
Georgia
$338K
AP
377
Advisor Partners
California
$336K +$71.9K +829 +30%
DWM
378
Doyle Wealth Management
Florida
$335K +$314K +3,622 New
AWA
379
Acorn Wealth Advisors
Michigan
$329K +$80.2K +925 +35%
LL
380
LPWM LLC
Minnesota
$328K -$3.12K -36 -1%
LRPA
381
L. Roy Papp & Associates
Arizona
$324K -$7.29K -84 -2%
HW
382
Hancock Whitney
Mississippi
$322K -$3.38K -39 -1%
KTC
383
Kistler-Tiffany Companies
Pennsylvania
$319K +$694 +8 +0.2%
DAS
384
Dynamic Advisor Solutions
Arizona
$315K -$10.3K -119 -3%
CNB
385
Camden National Bank
Maine
$314K
Susquehanna International Group
386
Susquehanna International Group
Pennsylvania
$309K +$289K +3,335 New
CFB
387
Cullen/Frost Bankers
Texas
$306K
KeyBank National Association
388
KeyBank National Association
Ohio
$305K -$1.36M -15,676 -83%
SFPM
389
Sensible Financial Planning & Management
Massachusetts
$302K +$260 +3 +0.1%
CAM
390
Claret Asset Management
Quebec, Canada
$298K +$7.37K +85 +3%
CBFP
391
Cedar Brook Financial Partners
Ohio
$297K +$19.3K +223 +7%
MAS
392
Managed Account Services
Florida
$297K +$26K +300 +11%
ST
393
Smithfield Trust
Pennsylvania
$294K +$607 +7 +0.2%
CG
394
CFO4Life Group
Texas
$288K +$270K +3,114 New
MA
395
MUFG Americas
New York
$287K
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$285K
FG
397
Fiduciary Group
Georgia
$283K
FANJ
398
Financial Architects (New Jersey)
New Jersey
$282K
NFG
399
Nations Financial Group
Iowa
$281K +$1.13K +13 +0.4%
RCM
400
Robinson Capital Management
Michigan
$280K -$6.5K -75 -2%

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.