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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
SL
26
Systelligence LLC
Minnesota
$37.4M +$35.1M +404,193 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$36.5M +$4.2M +48,388 +14%
CIA
28
Compass Ion Advisors
Pennsylvania
$35.1M +$28.5M +328,782 +659%
PPA
29
Parametric Portfolio Associates
Washington
$33.9M +$355K +4,093 +1%
BFA
30
Beaumont Financial Advisors
Massachusetts
$33.9M +$7.75M +89,400 +32%
PP
31
Prudential plc
United Kingdom
$33.2M +$3.31M +38,200 +12%
LWA
32
Lenox Wealth Advisors
New York
$29.2M -$1.15M -13,255 -4%
Jane Street
33
Jane Street
New York
$28.7M +$9.32M +107,502 +53%
RJA
34
Raymond James & Associates
Florida
$28.6M +$3.48M +40,110 +15%
EVM
35
Eaton Vance Management
Massachusetts
$26.8M +$20.3M +234,480 +424%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$24.2M +$22.1M +254,490 +3,909%
Brown Advisory
37
Brown Advisory
Maryland
$23.3M +$3.89M +44,840 +22%
FCH
38
Freestone Capital Holdings
Washington
$22.1M +$697K +8,040 +3%
LNWWM
39
Laird Norton Wetherby Wealth Management
California
$21.1M +$2.14M +24,668 +12%
SBL
40
Sargent Bickham Lagudis
Colorado
$20.1M +$1.87M +21,616 +11%
AIA
41
Angeles Investment Advisors
California
$19.8M -$172K -1,981 -0.9%
Truist Financial
42
Truist Financial
North Carolina
$19.3M -$281K -3,237 -2%
PCIG
43
Partners Capital Investment Group
Massachusetts
$18.9M -$7.14M -82,272 -29%
MA
44
Mangham Associates
Virginia
$18.6M +$20.7K +239 +0.1%
CL
45
CPWM LLC
Washington
$18.4M +$433K +4,993 +3%
DP
46
Divergent Planning
Maryland
$18.2M +$17.1M +196,697 New
Allianz Asset Management
47
Allianz Asset Management
Germany
$18.1M +$2.08M +24,000 +14%
IUHSA
48
Itau Unibanco Holding S.A.
Brazil
$17.9M
SW
49
SVB Wealth
Massachusetts
$17.8M +$2.29M +26,382 +16%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$17.4M +$719K +8,287 +5%

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.