We are live on ! Find out more
VT icon

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
ICP
476
Interchange Capital Partners
Pennsylvania
$119K +$112K +1,291 New
Loomis, Sayles & Company
477
Loomis, Sayles & Company
Massachusetts
$117K +$109K +1,261 New
FCA
478
FinTrust Capital Advisors
South Carolina
$108K
CFA
479
Carroll Financial Associates
North Carolina
$104K
LJHT
480
Laurie J. Hall Trustee
$104K
WTC
481
WhitTier Trust Company
Nevada
$102K -$4.77K -55 -5%
Simplex Trading
482
Simplex Trading
Illinois
$94K -$17.8K -205 -17%
CWC
483
Carolinas Wealth Consulting
North Carolina
$87K -$5.72K -66 -7%
AAP
484
Arax Advisory Partners
Colorado
$85K
TCM
485
TD Capital Management
Tennessee
$81K +$434 +5 +0.6%
HI
486
Hudock Inc
Pennsylvania
$78K +$4.94K +57 +7%
PWM
487
Perigon Wealth Management
California
$78K +$73.2K +844 New
WPA
488
West Paces Advisors
Georgia
$74.1K
FF
489
FourThought Financial
Florida
$71K +$66.6K +768 New
ADL
490
Asset Dedication LLC
California
$70K
LF
491
Lee Financial
Texas
$60K
RBC
492
Roble Belko & Company
Pennsylvania
$57K
RE
493
RBC Europe
United Kingdom
$55.5K +$52K +600 New
HFA
494
Hoover Financial Advisors
Pennsylvania
$55K +$87 +1 +0.2%
MCC
495
Money Concepts Capital
Florida
$54K +$50.4K +581 New
SIS
496
SVB Investment Services
Utah
$53K
CFN
497
Cordasco Financial Network
Florida
$48K
HFS
498
HBC Financial Services
Washington
$45K +$1.39K +16 +3%
Deutsche Bank
499
Deutsche Bank
Germany
$42K
CAAS
500
Capital Asset Advisory Services
Michigan
$40K +$10.1K +116 +37%

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.