We are live on ! Find out more
VT icon

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
CIA
151
Choate Investment Advisors
Massachusetts
$1.95M +$25K +311 +1%
NL
152
NEPC LLC
Massachusetts
$1.94M
MPW
153
Monterey Private Wealth
California
$1.92M +$105K +1,309 +6%
Wellington Management Group
154
Wellington Management Group
Massachusetts
$1.9M +$250K +3,111 +15%
TWP
155
Total Wealth Planning
Ohio
$1.87M +$1.86M +23,214 New
FAAM
156
First Ascent Asset Management
Colorado
$1.8M +$1.79M +22,332 New
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$1.79M -$142K -1,771 -7%
GSWM
158
Golden State Wealth Management
California
$1.78M +$1.77M +22,063 New
PP
159
PDS Planning
Ohio
$1.77M +$101K +1,264 +6%
V
160
Veritable
Delaware
$1.75M -$97.9K -1,220 -5%
UB
161
UMB Bank
Missouri
$1.75M
MWM
162
Modera Wealth Management
New Jersey
$1.73M -$6.34K -79 -0.4%
Capital International Investors
163
Capital International Investors
California
$1.73M +$1.73M +21,549 New
AWM
164
AllSquare Wealth Management
New York
$1.73M -$29.5K -367 -2%
RBA
165
Richard Bernstein Advisors
New York
$1.72M +$1.72M +21,379 New
EWM
166
Empirical Wealth Management
Washington
$1.72M +$18.5K +231 +1%
FHA
167
Flagship Harbor Advisors
Massachusetts
$1.71M -$116K -1,451 -6%
BSW
168
Buckingham Strategic Wealth
Missouri
$1.7M +$153K +1,907 +10%
IWC
169
Integrated Wealth Concepts
Massachusetts
$1.68M -$6.42K -80 -0.4%
BAAM
170
Baker Avenue Asset Management
California
$1.67M -$236K -2,940 -12%
Citigroup
171
Citigroup
New York
$1.65M -$575K -7,159 -26%
NWP
172
Northstar Wealth Partners
Connecticut
$1.63M -$74.3K -925 -4%
LIM
173
Leavell Investment Management
Alabama
$1.63M +$112K +1,397 +7%
H
174
HoyleCohen
California
$1.62M +$1.45K +18 +0.1%
TGAM
175
TBH Global Asset Management
Tennessee
$1.6M -$29.4K -366 -2%

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.