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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
UIA
76
UBP Investment Advisors
Switzerland
$9.31M +$8.72M +100,522 New
FFC
77
Fure Financial Corporation
Minnesota
$9.26M +$8.68M +100,020 New
TNB
78
TCF National Bank
South Dakota
$9.2M
IC
79
Inscription Capital
Texas
$9.09M +$3.85M +44,421 +83%
Creative Planning
80
Creative Planning
Kansas
$8.72M +$555K +6,403 +7%
BS
81
Banco Santander
Spain
$8.65M -$20.9M -241,441 -72%
SCM
82
SCS Capital Management
Massachusetts
$8.59M -$68.2K -786 -0.8%
FI
83
FormulaFolio Investments
Michigan
$8.54M +$98.8K +1,139 +1%
CPCM
84
Cornerstone Partners Capital Management
Virginia
$8.32M +$7.8M +89,869 New
GVAG
85
Great Valley Advisor Group
Delaware
$8.12M +$189K +2,174 +3%
FT
86
Fiduciary Trust
Massachusetts
$7.98M -$186K -2,150 -2%
BJL
87
Brighton Jones LLC
Washington
$7.98M +$594K +6,847 +9%
A
88
AdvicePeriod
California
$7.94M +$339K +3,910 +5%
NI
89
NYL Investors
New York
$7.93M -$104K -1,200 -1%
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$7.75M -$2.04M -23,572 -22%
JP Morgan Chase
91
JP Morgan Chase
New York
$7.62M -$139K -1,597 -2%
AA
92
Ancora Advisors
Ohio
$7.52M
PL
93
Parkwood LLC
Ohio
$7.38M +$3.1M +35,690 +81%
RCM
94
Rain Capital Management
Oregon
$7.15M +$6.49M +74,776 +3,052%
Capital International Investors
95
Capital International Investors
California
$7.12M +$4.8M +55,388 +257%
S
96
SignatureFD
Georgia
$7.07M -$1.17M -13,520 -15%
WKWM
97
Walter & Keenan Wealth Management
Indiana
$6.89M -$416K -4,800 -6%
NOI
98
Newton One Investments
Delaware
$6.74M +$6.32M +72,807 New
Wellington Management Group
99
Wellington Management Group
Massachusetts
$6.64M +$4.18M +48,180 +204%
SPIO
100
Seven Post Investment Office
California
$6.34M -$116K -1,340 -2%

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.