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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
LCS
201
Levin Capital Strategies
New York
$1.16M
CCA
202
Cobblestone Capital Advisors
New York
$1.15M
SNBOSD
203
Security National Bank of So Dak
Iowa
$1.14M +$850K +10,587 +303%
AF
204
Affiance Financial
Minnesota
$1.11M +$195K +2,424 +21%
VFA
205
Voya Financial Advisors
Connecticut
$1.11M -$1.22M -15,211 -52%
CAM
206
Cresset Asset Management
Illinois
$1.1M +$40.5K +505 +4%
EWA
207
EP Wealth Advisors
California
$1.1M -$142K -1,768 -12%
WS
208
Wedbush Securities
California
$1.06M -$6.5K -81 -0.6%
AWS
209
AJ Wealth Strategies
New York
$1.06M
AC
210
Addison Capital
Pennsylvania
$1.06M +$1.05M +13,127 New
TFCP
211
Twin Focus Capital Partners
Massachusetts
$1.05M +$482 +6 +0%
STA
212
Summit Trail Advisors
New York
$1.04M -$5.54K -69 -0.6%
State Street
213
State Street
Massachusetts
$1.03M -$53.1K -662 -5%
CG
214
Caprock Group
Idaho
$1.03M +$12.2K +152 +1%
AP
215
Adero Partners
California
$1.02M
VA
216
Valmark Advisers
Ohio
$999K +$48.2K +601 +5%
LDFR
217
Lehman & Derafelo Financial Resources
Pennsylvania
$992K
IFG
218
Independent Financial Group
California
$990K -$8.03K -100 -0.8%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$986K +$113K +1,404 +13%
IWA
220
Intercontinental Wealth Advisors
Texas
$985K -$52.2K -650 -5%
BAMG
221
Brand Asset Management Group
Missouri
$970K -$23.8K -296 -2%
WA
222
Waverly Advisors
Alabama
$964K +$1.52K +19 +0.2%
RC
223
Roundview Capital
New Jersey
$960K +$275K +3,423 +40%
CAN
224
Cetera Advisor Networks
California
$953K +$14K +175 +2%
TYCC
225
Texas Yale Capital Corp
Florida
$952K -$140K -1,746 -13%

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.