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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
GKWIM
451
Gerber Kawasaki Wealth & Investment Management
California
$208K +$195K +2,250 New
JWM
452
Jackson Wealth Management
Florida
$208K +$195K +2,250 New
TA
453
TFG Advisers
Michigan
$208K +$195K +2,250 New
VPI
454
Value Partners Investments
Manitoba, Canada
$206K -$193K -2,224 -50%
RIM
455
Rockbridge Investment Management
New York
$206K
US Bancorp
456
US Bancorp
Minnesota
$204K -$34.7K -400 -15%
AA
457
Alesco Advisors
New York
$204K +$191K +2,200 New
SXL
458
Summit X LLC
Missouri
$200K +$18.2K +210 +11%
AF
459
Advisornet Financial
Minnesota
$191K -$151K -1,736 -46%
SSWG
460
Seven Springs Wealth Group
Tennessee
$185K
ACM
461
AUA Capital Management
Pennsylvania
$185K +$8.07K +93 +5%
TWA
462
TCI Wealth Advisors
Arizona
$180K +$17.8K +205 +12%
BFEC
463
Benjamin F. Edwards & Company
Missouri
$179K +$126K +1,456 +304%
GWM
464
Geneos Wealth Management
Colorado
$177K +$1.55M +17,907 +849%
GC
465
Garde Capital
Washington
$176K +$165K +1,903 New
CFGS
466
Concourse Financial Group Securities
Alabama
$174K -$105K -1,213 -39%
HNB
467
Huntington National Bank
Ohio
$173K
PGAM
468
Princeton Global Asset Management
New Jersey
$151K +$87 +1 +0.1%
IA
469
IFP Advisors
Florida
$148K +$9.02K +104 +7%
MFA
470
McClarren Financial Advisors
Pennsylvania
$147K +$139K +1,597 New
ACA
471
Aptus Capital Advisors
Alabama
$145K +$136K +1,572 New
LWM
472
Liberty Wealth Management
California
$133K +$87 +1 +0.1%
BC
473
Belmont Capital
California
$128K -$67.2K -775 -36%
BCV
474
Banque Cantonale Vaudoise
Switzerland
$126K +$118K +1,359 New
Franklin Resources
475
Franklin Resources
California
$122K

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.