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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
Bank Julius Baer & Co
101
Bank Julius Baer & Co
Switzerland
$4.15M +$684K +8,520 +20%
CIA
102
Compass Ion Advisors
Pennsylvania
$4.03M -$241K -3,000 -6%
LRIA
103
Leonard Rickey Investment Advisors
Washington
$3.81M -$56.4K -703 -1%
Fisher Asset Management
104
Fisher Asset Management
Washington
$3.79M +$148K +1,839 +4%
ECG
105
EPIQ Capital Group
California
$3.78M -$338K -4,210 -8%
ACA
106
Atlas Capital Advisors
Wyoming
$3.74M -$72K -897 -2%
BEAM
107
Baker Ellis Asset Management
Washington
$3.69M +$562 +7 +0%
MWM
108
Madison Wealth Management
Ohio
$3.63M +$16.3K +203 +0.5%
MFW
109
Meristem Family Wealth
Minnesota
$3.62M
KAS
110
Kestra Advisory Services
Texas
$3.61M +$3.6M +44,836 New
PFA
111
Professional Financial Advisors
Nebraska
$3.6M -$37.2K -463 -1%
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.55M
ACA
113
Ackerman Capital Advisors
Texas
$3.53M -$6.96M -86,723 -66%
GT
114
Glenmede Trust
Pennsylvania
$3.43M +$1.21M +15,115 +55%
NEPWA
115
New England Private Wealth Advisors
Massachusetts
$3.43M -$194K -2,421 -5%
BSB
116
Bangor Savings Bank
Maine
$3.29M -$93.7K -1,167 -3%
MML Investors Services
117
MML Investors Services
Massachusetts
$3.27M +$215K +2,684 +7%
SI
118
Stephens Inc
Arkansas
$3.25M +$103K +1,289 +3%
KP
119
Keel Point
Alabama
$3.24M -$984K -12,259 -23%
IC
120
Iconiq Capital
California
$3.19M +$644K +8,018 +25%
MG
121
Mather Group
Illinois
$3.13M +$777K +9,681 +33%
MF
122
Manchester Financial
California
$3.09M +$105K +1,306 +4%
BFA
123
Beacon Financial Advisory
Ohio
$3.08M +$118K +1,474 +4%
CIAS
124
Capital Investment Advisory Services
North Carolina
$3M -$577K -7,193 -16%
WCM
125
Windham Capital Management
Massachusetts
$2.98M +$13.8K +172 +0.5%

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.