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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
RF
326
RHS Financial
California
$293K +$352K +4,665 New
BMCM
327
Bryn Mawr Capital Management
Pennsylvania
$291K
AAM
328
Autus Asset Management
Arizona
$286K -$214K -2,845 -38%
WCG
329
Weaver Consulting Group
California
$286K -$41.3K -548 -11%
PSUF
330
People's United Financial
Connecticut
$286K +$11.3K +150 +3%
AIA
331
Arcadia Investment Advisors
Idaho
$286K +$343K +4,549 New
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$285K
CFA
333
Cahill Financial Advisors
Minnesota
$284K +$528 +7 +0.2%
JCM
334
Janney Capital Management
Pennsylvania
$282K +$339K +4,493 New
FLPIM
335
F.L. Putnam Investment Management
Massachusetts
$280K
MA
336
Modus Advisors
Minnesota
$279K
HB
337
Homrich & Berg
Georgia
$279K +$16.6K +220 +5%
RZH
338
Relyea Zuckerberg Hanson
Connecticut
$278K
PCMC
339
Private Capital Management (Colorado)
Colorado
$275K +$2.64K +35 +0.8%
RCM
340
Rain Capital Management
Oregon
$275K +$2.64K +35 +0.9%
MWC
341
MKD Wealth Coaches
Michigan
$274K +$329K +4,366 New
LL
342
LPWM LLC
Minnesota
$272K -$259K -3,431 -44%
IB
343
Intrust Bank
Kansas
$272K
CMBA
344
C.M. Bidwell & Associates
Hawaii
$270K -$76.2K -1,011 -19%
BC
345
Brio Consultants
California
$269K -$20.1K -267 -6%
MWM
346
MorganRosel Wealth Management
Colorado
$269K -$3.17K -42 -1%
TWA
347
TCI Wealth Advisors
Arizona
$268K +$8.89K +118 +3%
Vanguard Group
348
Vanguard Group
Pennsylvania
$267K -$394K -5,222 -55%
LCM
349
Liberty Capital Management
Michigan
$267K
HNB
350
Huntington National Bank
Ohio
$262K

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.