We are live on ! Find out more
VT icon

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
JWM
451
Jeppson Wealth Management
California
$32K +$32.1K +400 New
CFD
452
Creative Financial Designs
Indiana
$30K -$109K -1,353 -78%
HL
453
Harding Loevner
New Jersey
$28K +$16.5K +205 +150%
BWA
454
BDO Wealth Advisors
Florida
$27K
WB
455
Webster Bank
Connecticut
$26K +$2.65K +33 +11%
KCM
456
Kathmere Capital Management
Pennsylvania
$26K +$26K +324 New
CAAS
457
Capital Asset Advisory Services
Michigan
$25K +$11.5K +143 +83%
FRA
458
Front Row Advisors
California
$22K
TRCT
459
Tower Research Capital (TRC)
New York
$22K +$22.2K +276 New
MHR
460
Matthew Hamilton Rosenberg
$21K -$80 -1 -0.4%
APWA
461
Atlas Private Wealth Advisors
New Jersey
$19K -$8.03K -100 -30%
LFG
462
Larson Financial Group
Missouri
$18K -$6.34K -79 -27%
JWA
463
JFS Wealth Advisors
Pennsylvania
$17K +$13.3K +166 +426%
HWA
464
Heritage Wealth Advisors
Virginia
$16.5K
RCA
465
Ranch Capital Advisors
Florida
$16K
FGA
466
Fortis Group Advisors
New Jersey
$15K +$15.2K +189 New
EWM
467
Elmwood Wealth Management
California
$14K
CSPIA
468
Cary Street Partners Investment Advisory
Virginia
$14K +$14.1K +176 New
GG
469
Gleason Group
Kentucky
$13K
PFG
470
Pacific Financial Group
Washington
$12K +$11.6K +144 New
GEA
471
Glen Eagle Advisors
New Jersey
$11.5K +$80 +1 +0.7%
RMC
472
Resources Management Corp
Connecticut
$11K
FP
473
Financial Perspectives
Minnesota
$10.5K
NSIM
474
North Star Investment Management
Illinois
$10K
FMP
475
Financial Management Professionals
Texas
$8K -$53.7K -669 -87%

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.