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Vanguard Total World Stock ETF

708 hedge funds and large institutions have $6.61B invested in Vanguard Total World Stock ETF in 2022 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 294 increasing their positions, 218 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $20M | Put options by funds: $10.8M

35% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 218

0.75% more ownership

Funds ownership: 29.34%30.08% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 5857 (-1)

2% less funds holding

Funds holding: 726708 (-18)

14% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 85

21% less capital invested

Capital invested by funds: $8.37B → $6.61B (-$1.77B)

Holders
708
Holders Change
-18
Holders Change %
-2.48%
% of All Funds
11.93%
Holding in Top 10
57
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.72%
% of All Funds
0.96%
New
73
Increased
294
Reduced
218
Closed
85
Calls
$20M
Puts
$10.8M
Net Calls
+$9.19M
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
351
Raymond James Trust
Florida
$746K +$808K +8,739 New
IFA
352
Index Fund Advisors
California
$740K -$13.1K -142 -2%
National Bank of Canada
353
National Bank of Canada
Quebec, Canada
$732K -$832 -9 -0.1%
PWM
354
Perigon Wealth Management
California
$712K -$201K -2,173 -21%
EFS
355
Essex Financial Services
Connecticut
$709K -$46K -497 -6%
ICG
356
InterOcean Capital Group
Tennessee
$704K +$185 +2 +0%
EWM
357
Evercore Wealth Management
New York
$698K
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$692K +$30.7K +332 +4%
YIH
359
Y-Intercept (HK)
Hong Kong
$692K +$750K +8,110 New
First Manhattan
360
First Manhattan
New York
$686K
PFO
361
Pathstone Family Office
New Jersey
$685K +$55.6K +601 +8%
SPC
362
Sigma Planning Corp
Michigan
$682K -$853K -9,228 -54%
VA
363
Valmark Advisers
Ohio
$682K -$95.9K -1,037 -11%
WI
364
Wintrust Investments
Illinois
$678K -$75.4K -815 -9%
SMC
365
Smith, Moore & Co
Missouri
$673K
AL
366
ADE LLC
Maryland
$671K +$21.3K +230 +3%
CCM
367
Coldstream Capital Management
Washington
$666K -$25.1K -272 -3%
DACG
368
Donor Advised Charitable Giving
California
$663K +$2.68K +29 +0.4%
CIC
369
Cutler Investment Counsel
Oregon
$663K +$66.8K +723 +10%
RWG
370
Ratio Wealth Group
Colorado
$663K +$718K +7,767 New
RAM
371
Redmond Asset Management
Virginia
$660K +$122K +1,316 +20%
Wealth Enhancement Advisory Services
372
Wealth Enhancement Advisory Services
Minnesota
$658K -$51.1K -553 -7%
Fiera Capital (Canada)
373
Fiera Capital (Canada)
Quebec, Canada
$651K +$354K +3,827 +101%
RIL
374
Rothschild Investment LLC
Illinois
$649K
FFA
375
First Foundation Advisors
California
$649K +$703K +7,604 New

VT Hedge Fund Activity: Q2 2022 in Review

708 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q2 2022, worth a combined $6.61B — down 21% from $8.37B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of VT and 73 opened new positions — a net loss of 12 holders — while 218 trimmed existing stakes and 294 added.

The largest buyer was Schroders, adding an estimated $109M. The largest seller was CFS Investment Advisory Services, cutting an estimated $89.7M.

  • 708 institutional investors held Vanguard Total World Stock ETF (VT) as of Q2 2022, down from 726 in Q1 2022.
  • Funds reported $6.61B of Vanguard Total World Stock ETF stock for Q2 2022, down 21% quarter-over-quarter.
  • 73 funds opened new Vanguard Total World Stock ETF positions in Q2 2022 and 85 closed out, a net change of -12 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q2 2022 was Schroders, an estimated $109M added.
  • The largest Vanguard Total World Stock ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $89.7M sold.

Based on aggregated 13F filings for Q2 2022.