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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
UCFA
101
United Capital Financial Advisors
Texas
$6.02M +$195K +2,246 +4%
ACA
102
Atlas Capital Advisors
Wyoming
$6.02M +$1.62M +18,690 +40%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$5.84M -$298K -3,435 -5%
RG
104
Rathbones Group
United Kingdom
$5.83M +$150K +1,735 +3%
AIA
105
Arbor Investment Advisors
North Carolina
$5.7M +$48.3K +557 +0.9%
USAA
106
United Services Automobile Association
Texas
$5.64M +$6.2M +71,528 New
RC
107
RegentAtlantic Capital
New Jersey
$5.63M -$111K -1,279 -2%
RWM
108
Ritholtz Wealth Management
New York
$5.59M -$72.9K -840 -1%
AWM
109
AE Wealth Management
Kansas
$5.39M -$33.7K -388 -0.7%
SFFS
110
Stonehage Fleming Financial Services
Jersey
$5.07M
SFO
111
Stokes Family Office
Louisiana
$4.8M +$347 +4 +0%
DWP
112
Destiny Wealth Partners
Florida
$4.6M +$4.31M +49,692 New
LRIA
113
Leonard Rickey Investment Advisors
Washington
$4.57M +$174K +2,010 +4%
Fisher Asset Management
114
Fisher Asset Management
Washington
$4.54M +$168K +1,936 +4%
Bank Julius Baer & Co
115
Bank Julius Baer & Co
Switzerland
$4.5M -$246K -2,831 -6%
MG
116
Mather Group
Illinois
$4.46M +$821K +9,467 +24%
UOMF
117
University of Maryland Foundation
Maryland
$4.37M -$4.35M -50,132 -52%
ECG
118
EPIQ Capital Group
California
$4.36M +$18.5K +213 +0.5%
SS
119
Simplicity Solutions
Minnesota
$4.34M -$629K -7,253 -13%
PFA
120
Professional Financial Advisors
Nebraska
$4.27M +$46.8K +540 +1%
MWM
121
Madison Wealth Management
Ohio
$4.18M +$17.6K +203 +0.5%
BEAM
122
Baker Ellis Asset Management
Washington
$4.14M -$86.7K -1,000 -2%
APA
123
Allegiant Private Advisors
Florida
$4.08M +$3.83M +44,114 New
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.07M
KAS
125
Kestra Advisory Services
Texas
$4.05M -$91K -1,049 -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.