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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
RIM
1
Rakuten Investment Management
Japan
$679M +$76.2M +878,700 +14%
Morgan Stanley
2
Morgan Stanley
New York
$343M +$64.9M +748,232 +25%
CA
3
Cambridge Associates
Massachusetts
$266M +$12.3M +142,280 +5%
Bank of America
4
Bank of America
North Carolina
$220M +$4.42M +50,996 +2%
K
5
Kemper
Illinois
$195M
UBS Group
6
UBS Group
Switzerland
$180M -$261M -3,010,490 -61%
Wells Fargo
7
Wells Fargo
California
$167M -$16.2M -186,502 -9%
AllianceBernstein
8
AllianceBernstein
Tennessee
$153M -$4.12M -47,450 -3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$126M +$4.97M +57,264 +4%
SRA
10
Summit Rock Advisors
New York
$102M +$95.8M +1,104,408 New
ST
11
Sageworth Trust
Pennsylvania
$86.9M +$20.5M +236,639 +34%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$83.8M +$500K +5,766 +0.6%
WRTC
13
Wind River Trust Company
Wyoming
$66.2M -$924K -10,653 -1%
LPL Financial
14
LPL Financial
California
$63.8M -$819K -9,442 -1%
Ameriprise
15
Ameriprise
Minnesota
$55.6M -$3.61M -41,669 -7%
AIM
16
Allen Investment Management
New York
$54.3M
PWPCM
17
Perella Weinberg Partners Capital Management
New York
$53.1M +$741K +8,541 +2%
BDWM
18
Brewin Dolphin Wealth Management
Ireland
$51.3M -$18.5M -213,621 -28%
WA
19
Waddell & Associates
Tennessee
$50.4M +$1.17M +13,447 +3%
FWP
20
FAS Wealth Partners
Kansas
$49.3M +$45.8M +527,610 +10,897%
Northern Trust
21
Northern Trust
Illinois
$48.5M +$4.18M +48,242 +10%
Goldman Sachs
22
Goldman Sachs
New York
$43M -$14.7M -169,282 -27%
FWIA
23
Fort Washington Investment Advisors
Ohio
$41.7M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$40.4M -$1.62M -18,659 -4%
PAG
25
Private Advisor Group
New Jersey
$38.1M +$2.45M +28,208 +7%

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.