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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
PFGIA
526
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$12.9K +149 New
GEA
527
Glen Eagle Advisors
New Jersey
$13.3K
FP
528
Financial Perspectives
Minnesota
$12K
WFA
529
West Financial Advisors
Iowa
$11K +$9.89K +114 New
AIP
530
Ameritas Investment Partners
Nebraska
$10K +$2.52K +29 +35%
LIA
531
LS Investment Advisors
Michigan
$10K +$9.19K +106 New
AIG
532
American International Group
New York
$9.26K +$8.67K +100 New
CWM
533
Cedar Wealth Management
California
$9K
FMP
534
Financial Management Professionals
Texas
$9K
CP
535
Corbenic Partners
Pennsylvania
$9K +$8.41K +97 New
ME
536
McIlrath & Eck
Washington
$8K
EK
537
Evensky & Katz
Florida
$8K +$87 +1 +1%
AssetMark Inc
538
AssetMark Inc
California
$6K -$2.78K -32 -31%
BCA
539
Bray Capital Advisors
Florida
$6K
PS
540
Planned Solutions
California
$6K
RMC
541
Resources Management Corp
Connecticut
$5K -$7.2K -83 -63%
GTAM
542
Global Trust Asset Management
Florida
$5K
POIA
543
Pin Oak Investment Advisors
Texas
$5K
SWM
544
Sugarloaf Wealth Management
Georgia
$5K
CT
545
Caldwell Trust
Florida
$4.26K
GAM
546
Gemmer Asset Management
California
$4K
PCFFS
547
Pacific Center for Financial Services
California
$4K
DI
548
Disciplined Investments
Oklahoma
$3K
GI
549
Gradient Investments
Minnesota
$2K
TFGT
550
TS Financial Group (TSFG)
Illinois
$2K

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.