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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
CFD
501
Creative Financial Designs
Indiana
$35K -$87 -1 -0.3%
DSC
502
Duncker Streett & Co
Missouri
$35K +$32.5K +375 New
FFA
503
Founders Financial Alliance
North Carolina
$35K +$33.2K +383 New
COCM
504
Charter Oak Capital Management
New Hampshire
$34K +$31.5K +363 New
WWM
505
Wolff Wiese Magana
California
$34K +$32.1K +370 New
AFS
506
Annapolis Financial Services
Maryland
$33K +$30.7K +354 New
HR
507
Howe & Rusling
New York
$33K +$30.8K +355 New
BWA
508
BDO Wealth Advisors
Florida
$31K
AWG
509
Altus Wealth Group
Colorado
$31K +$29K +334 New
WB
510
Webster Bank
Connecticut
$30K
KCM
511
Kathmere Capital Management
Pennsylvania
$30K +$173 +2 +0.6%
BSSFA
512
Baron Silver Stevens Financial Advisors
Florida
$27K +$25.6K +295 New
HL
513
Harding Loevner
New Jersey
$26K -$5.55K -64 -19%
MHR
514
Matthew Hamilton Rosenberg
$25K +$87 +1 +0.4%
FRA
515
Front Row Advisors
California
$22K
SSC
516
Syverson Strege & Co
Iowa
$22K +$21K +242 New
APWA
517
Atlas Private Wealth Advisors
New Jersey
$21K
TCOV
518
Trust Company of Vermont
Vermont
$21K +$17.3K +200 +667%
LFG
519
Larson Financial Group
Missouri
$20K +$173 +2 +0.9%
HWA
520
Heritage Wealth Advisors
Virginia
$19K
JWA
521
JFS Wealth Advisors
Pennsylvania
$19K
RCA
522
Ranch Capital Advisors
Florida
$18K
EA
523
Elm Advisors
California
$16K +$15.4K +177 New
GG
524
Gleason Group
Kentucky
$15K +$87 +1 +0.6%
AWM
525
Accel Wealth Management
Iowa
$15K +$13.8K +159 New

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.