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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
BS
26
Banco Santander
Spain
$27M -$777K -9,678 -3%
LWA
27
Lenox Wealth Advisors
New York
$26.5M -$2.63M -32,814 -9%
PP
28
Prudential plc
United Kingdom
$25.8M +$5.78M +71,960 +29%
PCIG
29
Partners Capital Investment Group
Massachusetts
$23.1M +$3.49M +43,436 +18%
BFA
30
Beaumont Financial Advisors
Massachusetts
$22.3M +$22.2M +276,476 New
RJA
31
Raymond James & Associates
Florida
$21.7M -$405K -5,042 -2%
FCH
32
Freestone Capital Holdings
Washington
$18.6M +$18.5M +230,648 New
AIA
33
Angeles Investment Advisors
California
$17.4M -$687K -8,556 -4%
SFSG
34
Stearns Financial Services Group
North Carolina
$17.3M -$372K -4,634 -2%
Bank of Nova Scotia
35
Bank of Nova Scotia
Ontario, Canada
$17.1M +$161 +2 +0%
Truist Financial
36
Truist Financial
North Carolina
$17.1M +$440K +5,476 +3%
Brown Advisory
37
Brown Advisory
Maryland
$16.6M -$267K -3,326 -2%
LNWWM
38
Laird Norton Wetherby Wealth Management
California
$16.4M -$1.12M -13,958 -6%
Jane Street
39
Jane Street
New York
$16.4M +$16.3M +202,840 New
OFG
40
Oxford Financial Group
Indiana
$16.2M -$427K -5,313 -3%
MA
41
Mangham Associates
Virginia
$16.2M -$1.96M -24,397 -11%
SBL
42
Sargent Bickham Lagudis
Colorado
$15.7M +$1.04M +13,013 +7%
IUHSA
43
Itau Unibanco Holding S.A.
Brazil
$15.6M -$149K -1,862 -1%
CL
44
CPWM LLC
Washington
$15.6M +$1.31M +16,298 +9%
UOTTAIMCU
45
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$14.6M -$4.17K -52 -0%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$14.5M -$301K -3,751 -2%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$14.1M +$576K +7,173 +4%
Allianz Asset Management
48
Allianz Asset Management
Germany
$13.8M +$6.31M +78,620 +85%
SW
49
SVB Wealth
Massachusetts
$13.4M +$1.17M +14,546 +10%
CCFM
50
Clear Creek Financial Management
Washington
$13.2M +$13.1M +163,772 New

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.