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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
WAS
551
Winch Advisory Services
Wisconsin
$2K +$2.08K +24 New
CIA
552
Cascade Investment Advisors
Oregon
$1.39K
AF
553
Allworth Financial
California
$1K
GWS
554
Glassman Wealth Services
Virginia
$1K
JPLA
555
Joseph P. Lucia & Associates
New York
$1K +$867 +10 New
FHA
556
First Horizon Advisors
Tennessee
$1K +$1.21K +14 New
CCFM
557
Clear Creek Financial Management
Washington
-$13.2M -163,772 Closed
HighTower Advisors
558
HighTower Advisors
Illinois
-$10.3M -128,019 Closed
MFW
559
Meristem Family Wealth
Minnesota
-$3.62M -44,909 Closed
OIS
560
Okabena Investment Services
Minnesota
-$2.16M -26,762 Closed
VFA
561
Voya Financial Advisors
Connecticut
-$1.11M -13,866 Closed
AP
562
Adero Partners
California
-$1.02M -12,650 Closed
TI
563
Trexquant Investment
Connecticut
-$767K -9,517 Closed
AAS
564
Avantax Advisory Services
Texas
-$715K -8,850 Closed
Qube Research & Technologies (QRT)
565
Qube Research & Technologies (QRT)
United Kingdom
-$597K -7,400 Closed
PCP
566
Proficio Capital Partners
Massachusetts
-$263K -5,492 Closed
AIC
567
Ameritas Investment Company
Nebraska
-$351K -4,694 Closed
BMCM
568
Bryn Mawr Capital Management
Pennsylvania
-$374K -4,639 Closed
MWC
569
MKD Wealth Coaches
Michigan
-$335K -4,150 Closed
PW
570
Peninsula Wealth
California
-$310K -3,839 Closed
OMC
571
Old Mission Capital
Illinois
-$301K -3,734 Closed
BSWM
572
Boston Standard Wealth Management
Massachusetts
-$293K -3,631 Closed
BII
573
Bainco International Investors
Massachusetts
-$291K -3,600 Closed
G
574
GenTrust
Florida
-$290K -3,349 Closed
WI
575
Wintrust Investments
Illinois
-$214K -2,658 Closed

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.