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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
CL
151
Choreo LLC
Illinois
$2.8M +$290K +3,341 +12%
PA
152
Parallel Advisors
California
$2.77M -$781 -9 -0%
VCM
153
Versant Capital Management
Arizona
$2.74M -$69.2K -798 -3%
BFA
154
Beacon Financial Advisory
Ohio
$2.71M -$777K -8,958 -23%
JWS
155
Juncture Wealth Strategies
Arizona
$2.66M -$580K -6,687 -19%
SFC
156
SYM Financial Corp
Indiana
$2.61M -$2.69K -31 -0.1%
MFA
157
Mayflower Financial Advisors
Massachusetts
$2.59M +$2.43M +28,022 New
DY
158
Dowling & Yahnke
California
$2.55M +$2.39M +27,592 New
TIM
159
Tortoise Investment Management
New York
$2.5M -$72K -830 -3%
NL
160
NEPC LLC
Massachusetts
$2.48M +$239K +2,758 +11%
SQA
161
Simon Quick Advisors
New Jersey
$2.44M +$808K +9,315 +55%
NCM
162
Neumann Capital Management
California
$2.34M +$12.1K +140 +0.6%
MWM
163
Modera Wealth Management
New Jersey
$2.34M +$327K +3,767 +18%
BSW
164
Buckingham Strategic Wealth
Missouri
$2.33M +$358K +4,132 +20%
BCA
165
Berman Capital Advisors
Georgia
$2.27M -$12.4K -143 -0.6%
TWP
166
Total Wealth Planning
Ohio
$2.25M +$91.7K +1,057 +5%
LOAMS
167
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.21M -$7.75M -89,291 -79%
FAAM
168
First Ascent Asset Management
Colorado
$2.2M +$128K +1,479 +7%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$2.2M +$151K +1,737 +8%
CIBC World Market
170
CIBC World Market
Ontario, Canada
$2.19M +$1.12M +12,926 +120%
UB
171
UMB Bank
Missouri
$2.17M
CIA
172
Choate Investment Advisors
Massachusetts
$2.17M -$67.5K -778 -3%
KP
173
Keel Point
Alabama
$2.14M -$1.48M -17,085 -42%
EWM
174
Empirical Wealth Management
Washington
$2.1M +$114K +1,318 +6%
GSWM
175
Golden State Wealth Management
California
$2.08M +$31K +357 +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.