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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
FT
76
Fiduciary Trust
Massachusetts
$7.12M
Creative Planning
77
Creative Planning
Kansas
$7.08M -$736K -9,173 -9%
NI
78
NYL Investors
New York
$7.01M -$345K -4,300 -5%
GVAG
79
Great Valley Advisor Group
Delaware
$6.89M +$4.87M +60,654 +244%
JP Morgan Chase
80
JP Morgan Chase
New York
$6.73M +$654K +8,151 +11%
A
81
AdvicePeriod
California
$6.6M +$335K +4,172 +5%
AA
82
Ancora Advisors
Ohio
$6.55M
BJL
83
Brighton Jones LLC
Washington
$6.39M +$452K +5,636 +8%
WKWM
84
Walter & Keenan Wealth Management
Indiana
$6.38M -$169K -2,100 -3%
SPIO
85
Seven Post Investment Office
California
$5.63M -$270K -3,368 -5%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$5.37M +$372K +4,630 +7%
UCFA
87
United Capital Financial Advisors
Texas
$5.07M -$321K -3,997 -6%
RC
88
RegentAtlantic Capital
New Jersey
$5.01M -$52.5K -654 -1%
RWM
89
Ritholtz Wealth Management
New York
$4.94M -$433K -5,396 -8%
RG
90
Rathbones Group
United Kingdom
$4.94M +$325K +4,054 +7%
AIA
91
Arbor Investment Advisors
North Carolina
$4.92M -$293K -3,653 -6%
CC
92
Claybrook Capital
Massachusetts
$4.79M +$18.6K +232 +0.4%
AWM
93
AE Wealth Management
Kansas
$4.73M +$3.12M +38,836 +196%
EVM
94
Eaton Vance Management
Massachusetts
$4.46M
SFFS
95
Stonehage Fleming Financial Services
Jersey
$4.42M -$1.09M -13,520 -20%
CP
96
CornerStone Partners
Virginia
$4.39M -$2.96M -36,842 -40%
SS
97
Simplicity Solutions
Minnesota
$4.36M +$3.26M +40,616 +301%
TA
98
Tiedemann Advisors
New York
$4.34M +$2.76M +34,375 +176%
IC
99
Inscription Capital
Texas
$4.34M +$4.32M +53,810 New
SFO
100
Stokes Family Office
Louisiana
$4.18M +$161 +2 +0%

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.