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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
WANY
426
Wealthspire Advisors (New York)
New York
$235K +$220K +2,539 New
SFSIG
427
San Francisco Sentry Investment Group
California
$234K
Thrivent Financial for Lutherans
428
Thrivent Financial for Lutherans
Minnesota
$234K
AHC
429
Anderson Hoagland & Co
Missouri
$234K +$219K +2,524 New
FPW
430
Flagship Private Wealth
Massachusetts
$234K +$217K +2,501 New
NA
431
NewEdge Advisors
Louisiana
$233K -$4.6K -53 -2%
AIA
432
Arcadia Investment Advisors
Idaho
$232K
AA
433
AF Advisors
California
$232K +$87 +1 +0%
AC
434
Apella Capital
Connecticut
$231K -$17.4K -201 -7%
William Blair & Company
435
William Blair & Company
Illinois
$230K +$260 +3 +0.1%
RCA
436
Rowland Carmichael Advisors
Arizona
$227K
FA
437
Forefront Analytics
Pennsylvania
$223K +$209K +2,407 New
Mercer Global Advisors
438
Mercer Global Advisors
Colorado
$222K -$612K -7,051 -75%
RG
439
Retirement Group
California
$222K
SWM
440
Soundmark Wealth Management
Washington
$219K +$205K +2,364 New
IA
441
Insight Advisors
Pennsylvania
$215K +$202K +2,327 New
Baird Financial Group
442
Baird Financial Group
Wisconsin
$214K -$34.4K -397 -15%
MWM
443
MBE Wealth Management
Wisconsin
$212K +$199K +2,294 New
CF
444
Centaurus Financial
California
$211K +$30.4K +351 +18%
PFS
445
Prospera Financial Services
Texas
$211K +$50.8K +586 +34%
MMHP
446
Murphy Middleton Hinkle & Parker
Georgia
$210K +$196K +2,265 New
AWA
447
Arete Wealth Advisors
Illinois
$210K +$197K +2,266 New
SBIA
448
Sheaff Brock Investment Advisors
Indiana
$210K +$197K +2,267 New
CPA
449
Court Place Advisors
Maryland
$208K -$94.1K -1,085 -33%
SAM
450
Strategy Asset Managers
California
$208K +$194K +2,242 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.