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Vanguard Total World Stock ETF

481 hedge funds and large institutions have $3.66B invested in Vanguard Total World Stock ETF in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 151 increasing their positions, 199 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $1.51M

15% more capital invested

Capital invested by funds: $3.18B → $3.66B (+$478M)

0.19% more ownership

Funds ownership: 27.91%28.1% (+0.19%)

2% less funds holding

Funds holding: 492481 (-11)

14% less funds holding in top 10

Funds holding in top 10: 4236 (-6)

15% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 60

24% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 199

Holders
481
Holders Change
-11
Holders Change %
-2.24%
% of All Funds
9.86%
Holding in Top 10
36
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.29%
% of All Funds
0.74%
New
51
Increased
151
Reduced
199
Closed
60
Calls
$3.06M
Puts
$1.51M
Net Calls
+$1.55M
Net Calls Change
+$9.46M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
226
Strategic Family Wealth Counselors
New Jersey
$828K +$20.5K +291 +3%
Fidelity Investments
227
Fidelity Investments
Massachusetts
$809K -$194K -2,759 -20%
HSWM
228
Hubbell Strickland Wealth Management
Louisiana
$781K +$2.18K +31 +0.3%
ATC
229
Argent Trust Co
Tennessee
$774K
MIA
230
MainStreet Investment Advisors
Illinois
$766K +$722K +10,241 New
APA
231
American Portfolios Advisors
New York
$756K +$493 +7 +0.1%
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$753K -$927K -13,154 -57%
SP
233
Successful Portfolios
Florida
$750K -$73.3K -1,040 -9%
RC
234
RBF Capital
California
$748K -$352K -5,000 -33%
GWM
235
Gray Wealth Management
Maine
$746K -$37K -525 -5%
EW
236
Evoke Wealth
California
$729K
NF
237
Nikulski Financial
Iowa
$722K -$136K -1,924 -17%
DCM
238
Disciplina Capital Management
Tennessee
$708K -$545K -7,730 -45%
CFMC
239
Curbstone Financial Management Corp
New Hampshire
$696K -$14.1K -200 -2%
BHB
240
Bank Hapoalim BM
Israel
$693K -$237K -3,365 -27%
C1AG
241
Client 1st Advisory Group
Florida
$683K -$840K -11,927 -58%
BP
242
Ballentine Partners
Massachusetts
$677K -$115K -1,636 -15%
OIS
243
Okabena Investment Services
Minnesota
$675K +$635K +9,016 +300,533%
RCAG
244
Rehmann Capital Advisory Group
Michigan
$675K +$1.76K +25 +0.3%
JWBC
245
John W. Brooker & Co
California
$666K -$22.3K -317 -3%
CHP
246
Cable Hill Partners
Oregon
$653K -$564 -8 -0.1%
GLLW
247
Graves Light Lenhart Wealth
Virginia
$641K +$1.62K +23 +0.3%
RC
248
Roundview Capital
New Jersey
$634K +$47.5K +674 +9%
BWP
249
BSW Wealth Partners
Colorado
$608K +$66.9K +949 +13%
BCA
250
Bay Colony Advisors
Massachusetts
$606K -$1.41K -20 -0.2%

VT Hedge Fund Activity: Q2 2020 in Review

481 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q2 2020, worth a combined $3.66B — up 15% from $3.18B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of VT and 51 opened new positions — a net loss of 9 holders — while 199 trimmed existing stakes and 151 added.

The largest buyer was UBS Group, adding an estimated $211M. The largest seller was Cambridge Associates, cutting an estimated $95.5M.

  • 481 institutional investors held Vanguard Total World Stock ETF (VT) as of Q2 2020, down from 492 in Q1 2020.
  • Funds reported $3.66B of Vanguard Total World Stock ETF stock for Q2 2020, up 15% quarter-over-quarter.
  • 51 funds opened new Vanguard Total World Stock ETF positions in Q2 2020 and 60 closed out, a net change of -9 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q2 2020 was UBS Group, an estimated $211M added.
  • The largest Vanguard Total World Stock ETF seller in Q2 2020 was Cambridge Associates, an estimated $95.5M sold.

Based on aggregated 13F filings for Q2 2020.