We are live on ! Find out more
VT icon

Vanguard Total World Stock ETF

492 hedge funds and large institutions have $3.18B invested in Vanguard Total World Stock ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 182 increasing their positions, 160 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 160

2% more funds holding in top 10

Funds holding in top 10: 4142 (+1)

1.53% more ownership

Funds ownership: 26.38%27.91% (+1.5%)

5% less funds holding

Funds holding: 520492 (-28)

11% less capital invested

Capital invested by funds: $3.58B → $3.18B (-$396M)

23% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 82

80% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $9.93M

Holders
492
Holders Change
-28
Holders Change %
-5.38%
% of All Funds
10.84%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.93%
New
63
Increased
182
Reduced
160
Closed
82
Calls
$2.02M
Puts
$9.93M
Net Calls
-$7.91M
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
276
AlphaMark Advisors
Kentucky
$460K
RG
277
Rikoon Group
New Mexico
$458K -$26.9K -357 -5%
COF
278
Capital One Financial
Virginia
$453K +$543K +7,206 New
BWP
279
BSW Wealth Partners
Colorado
$451K +$192K +2,545 +55%
TD Asset Management
280
TD Asset Management
Ontario, Canada
$448K +$37.3K +495 +7%
DC
281
Davenport & Co
Virginia
$437K -$52.3K -694 -9%
BRWA
282
B. Riley Wealth Advisors
Florida
$427K +$512K +6,788 New
First Manhattan
283
First Manhattan
New York
$423K
FFN
284
Focus Financial Network
Minnesota
$423K +$14.5K +192 +3%
FA
285
FC Advisory
Pennsylvania
$422K +$506K +6,713 New
MOS
286
MGO One Seven
Ohio
$421K -$2.34K -31 -0.5%
MLFP
287
MPS Loria Financial Planners
Illinois
$409K
MCM
288
Manchester Capital Management
Vermont
$406K +$57.2K +759 +13%
LIA
289
LBMC Investment Advisors
Tennessee
$394K +$202K +2,674 +74%
Comerica Bank
290
Comerica Bank
Texas
$393K -$20.6K -273 -4%
WFPG
291
Waller Financial Planning Group
Ohio
$391K -$1.37M -18,182 -74%
EBSAM
292
Eubel Brady & Suttman Asset Management
Ohio
$389K
B
293
Bridgeworth
Alabama
$387K
MWM
294
Mission Wealth Management
California
$386K +$1.13K +15 +0.2%
Mercer Global Advisors
295
Mercer Global Advisors
Colorado
$386K +$25.5K +338 +6%
PP
296
PrairieView Partners
Minnesota
$382K -$47.1K -625 -9%
FWP
297
FAS Wealth Partners
Kansas
$377K +$4.97K +66 +1%
RPGK
298
Retirement Planning Group (Kansas)
Kansas
$369K +$184K +2,443 +71%
Bank of Montreal
299
Bank of Montreal
Ontario, Canada
$363K -$428K -5,679 -49%
Lazard Asset Management
300
Lazard Asset Management
New York
$360K +$420K +5,571 +3,165%

VT Hedge Fund Activity: Q1 2020 in Review

492 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2020, worth a combined $3.18B — down 11% from $3.58B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of VT and 63 opened new positions — a net loss of 19 holders — while 160 trimmed existing stakes and 182 added.

The largest buyer was Cambridge Associates, adding an estimated $187M. The largest seller was AssetMark Inc, cutting an estimated $104M.

  • 492 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2020, down from 520 in Q4 2019.
  • Funds reported $3.18B of Vanguard Total World Stock ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 63 funds opened new Vanguard Total World Stock ETF positions in Q1 2020 and 82 closed out, a net change of -19 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2020 was Cambridge Associates, an estimated $187M added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2020 was AssetMark Inc, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2020.