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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
WA
51
Wealth Architects
California
$12.4M +$3.61K +45 +0%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$12.1M +$142K +1,767 +1%
WA
53
WBH Advisory
Maryland
$11.8M -$125K -1,559 -1%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$11.7M -$462K -5,754 -4%
EAM
55
Evanson Asset Management
California
$11.3M +$562 +7 +0%
AI
56
Accredited Investors
Minnesota
$10.7M -$1.34M -16,648 -11%
Stifel Financial
57
Stifel Financial
Missouri
$10.7M -$1.89M -23,543 -15%
Bessemer Group
58
Bessemer Group
New Jersey
$10.6M -$289K -3,597 -3%
HighTower Advisors
59
HighTower Advisors
Illinois
$10.3M +$4.22M +52,514 +70%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$9.51M -$363K -4,516 -4%
Mariner
61
Mariner
Kansas
$9.49M +$169K +2,105 +2%
ZF
62
Zhang Financial
Michigan
$9.33M -$143K -1,780 -2%
LOAMS
63
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.12M +$449K +5,592 +5%
AA
64
Advisory Alpha
Michigan
$8.97M +$1.18M +14,656 +16%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$8.76M +$8.33M +103,735 +2,127%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$8.67M +$1.2M +14,902 +16%
Osaic Holdings
67
Osaic Holdings
Arizona
$8.65M -$1.35M -16,829 -13%
QSS
68
Quantitative Systematic Strategies
Florida
$8.42M
Kovitz Investment Group Partners
69
Kovitz Investment Group Partners
Illinois
$8.11M -$834K -10,395 -9%
TNB
70
TCF National Bank
South Dakota
$8.01M +$7.98M +99,351 New
SFG
71
SNS Financial Group
Minnesota
$7.86M +$330K +4,115 +4%
UOMF
72
University of Maryland Foundation
Maryland
$7.85M
SCM
73
SCS Capital Management
Massachusetts
$7.54M -$40.8K -508 -0.5%
FI
74
FormulaFolio Investments
Michigan
$7.34M +$1.41M +17,589 +24%
S
75
SignatureFD
Georgia
$7.25M -$1.82M -22,710 -20%

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.