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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
OFG
51
Oxford Financial Group
Indiana
$17.2M -$1.29M -14,890 -7%
NS
52
Newman & Schimel
Illinois
$17.2M +$16.1M +185,346 New
JMPWA
53
JP Morgan Private Wealth Advisors
California
$16.3M +$112K +1,287 +0.7%
BHB
54
Bank Hapoalim BM
Israel
$16.1M +$14M +161,246 +1,227%
UOTTAIMCU
55
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$15.7M -$996K -11,481 -6%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$15.1M +$1.21M +13,991 +9%
AI
57
Accredited Investors
Minnesota
$15.1M +$2.6M +29,923 +23%
WA
58
Wealth Architects
California
$14.2M -$49.6K -572 -0.4%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$13.8M +$2.72M +31,412 +27%
Osaic Holdings
60
Osaic Holdings
Arizona
$13.5M +$3.3M +38,009 +35%
Stifel Financial
61
Stifel Financial
Missouri
$13.4M +$1.06M +12,169 +9%
WA
62
WBH Advisory
Maryland
$13.4M -$610K -7,033 -5%
EAM
63
Evanson Asset Management
California
$13M +$17.3K +199 +0.1%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$12.5M -$918K -10,589 -7%
RWI
65
Red Wave Investments
Pennsylvania
$12.5M +$11.7M +134,487 New
Mariner
66
Mariner
Kansas
$11.3M +$414K +4,770 +4%
AA
67
Advisory Alpha
Michigan
$11M +$881K +10,153 +9%
Bessemer Group
68
Bessemer Group
New Jersey
$10.7M -$1.32M -15,207 -12%
ZF
69
Zhang Financial
Michigan
$10.6M -$94.1K -1,085 -0.9%
Citigroup
70
Citigroup
New York
$10.2M +$7.76M +89,433 +437%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$9.92M -$129K -1,486 -1%
QSS
72
Quantitative Systematic Strategies
Florida
$9.67M
SFG
73
SNS Financial Group
Minnesota
$9.59M +$528K +6,084 +6%
Kovitz Investment Group Partners
74
Kovitz Investment Group Partners
Illinois
$9.51M +$188K +2,172 +2%
Bank of Nova Scotia
75
Bank of Nova Scotia
Ontario, Canada
$9.51M -$9.49M -109,402 -52%

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.