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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
AssetMark Inc
476
AssetMark Inc
California
$8K -$161 -2 -2%
LGWM
477
Litman Gregory Wealth Management
California
$8K +$4.82K +60 +150%
CWM
478
Cedar Wealth Management
California
$8K +$8.03K +100 New
EK
479
Evensky & Katz
Florida
$7K
ME
480
McIlrath & Eck
Washington
$7K
AIP
481
Ameritas Investment Partners
Nebraska
$6K +$4.33K +54 +180%
BCA
482
Bray Capital Advisors
Florida
$5K
PS
483
Planned Solutions
California
$5K +$4.9K +61 New
GTAM
484
Global Trust Asset Management
Florida
$4K -$401 -5 -9%
POIA
485
Pin Oak Investment Advisors
Texas
$4K
SWM
486
Sugarloaf Wealth Management
Georgia
$4K
CT
487
Caldwell Trust
Florida
$3.71K -$241 -3 -6%
DI
488
Disciplined Investments
Oklahoma
$3K
GAM
489
Gemmer Asset Management
California
$3K
PCFFS
490
Pacific Center for Financial Services
California
$3K
GI
491
Gradient Investments
Minnesota
$2K
SIA
492
SeaBridge Investment Advisors
New Jersey
$2K
TCOV
493
Trust Company of Vermont
Vermont
$2K
TFGT
494
TS Financial Group (TSFG)
Illinois
$2K
CIA
495
Cascade Investment Advisors
Oregon
$1.21K
PCWA
496
Pacific Capital Wealth Advisors
California
$1K +$963 +12 New
AF
497
Allworth Financial
California
$1K +$1.28K +16 New
GWMIA
498
Global Wealth Management Investment Advisory
Florida
$1K +$1.36K +17 New
Millennium Management
499
Millennium Management
New York
$639 -$2.29M -28,540 -78%
SXL
500
Summit X LLC
Missouri
$403 +$157K +1,958 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.