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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
VWA
401
Visionary Wealth Advisors
Illinois
$269K -$1.22M -14,031 -83%
PO
402
Private Ocean
California
$266K +$3.38K +39 +1%
NNP
403
Nachman Norwood & Parrott
South Carolina
$265K -$193K -2,223 -44%
MA
404
Mutual Advisors
Nebraska
$264K +$26.5K +305 +12%
PP
405
Prosperity Planning
Missouri
$264K +$247K +2,852 New
SWM
406
Sanctuary Wealth Management
Idaho
$263K
CF
407
Corrigan Financial
Rhode Island
$261K
GRP
408
Global Retirement Partners
California
$256K -$4.68K -54 -2%
CA
409
Cetera Advisors
Colorado
$255K +$17.3K +200 +8%
Renaissance Technologies
410
Renaissance Technologies
New York
$250K -$2.23M -25,700 -90%
BOPW
411
Brandywine Oak Private Wealth
Pennsylvania
$250K +$1.13K +13 +0.5%
BAM
412
Brave Asset Management
New Jersey
$247K +$231K +2,663 New
CA
413
CGN Advisors
Kansas
$244K +$229K +2,639 New
BL
414
Balentine LLC
Georgia
$243K
SMFG
415
Sumitomo Mitsui Financial Group
Japan
$241K
SSWM
416
Smith Salley Wealth Management
North Carolina
$241K +$226K +2,601 New
BFG
417
Berger Financial Group
Minnesota
$241K +$226K +2,604 New
AWM
418
Avior Wealth Management
Nebraska
$240K -$1.3K -15 -0.6%
RWA
419
Ropes Wealth Advisors
Massachusetts
$237K
VFIC
420
Valley Forge Investment Consultants
Pennsylvania
$237K +$222K +2,556 New
RIA
421
Regal Investment Advisors
Michigan
$237K +$222K +2,557 New
QC
422
QCM Cayman
Texas
$236K -$217K -2,496 -49%
BCM
423
Beaumont Capital Management
Massachusetts
$236K +$221K +2,553 New
ASN
424
Advisory Services Network
Georgia
$235K -$52.8K -609 -19%
VWM
425
Venturi Wealth Management
Texas
$235K +$220K +2,538 New

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.