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
KTC
376
Kistler-Tiffany Companies
Pennsylvania
$217K
AWM
377
Argent Wealth Management
Massachusetts
$215K -$35.7K -474 -12%
CNB
378
Camden National Bank
Maine
$213K
DAS
379
Dynamic Advisor Solutions
Arizona
$213K +$12.3K +163 +5%
NP
380
NorthRock Partners
Minnesota
$213K +$241K +3,200 +2,148%
Capital World Investors
381
Capital World Investors
California
$211K +$231K +3,060 +1,155%
FA
382
Forefront Analytics
Pennsylvania
$211K -$980 -13 -0.4%
FANJ
383
Financial Architects (New Jersey)
New Jersey
$210K
CFGS
384
Concourse Financial Group Securities
Alabama
$207K
BF
385
BOK Financial
Oklahoma
$206K -$1.42M -18,783 -85%
DWM
386
Darwin Wealth Management
Florida
$206K -$25.9K -343 -9%
Wealth Enhancement Advisory Services
387
Wealth Enhancement Advisory Services
Minnesota
$205K -$653K -8,660 -74%
AIC
388
Ameritas Investment Company
Nebraska
$205K -$22K -292 -8%
SFPM
389
Sensible Financial Planning & Management
Massachusetts
$205K -$10K -133 -4%
NFG
390
Nations Financial Group
Iowa
$204K +$245K +3,254 New
PW
391
Peninsula Wealth
California
$203K +$4.14K +55 +2%
FNC
392
First National Corp
Massachusetts
$203K +$209K +2,767 New
IA
393
IFP Advisors
Florida
$202K -$654K -8,675 -73%
SIAS
394
Shine Investment Advisory Services
Colorado
$202K +$904 +12 +0.4%
AIP
395
Almanack Investment Partners
Pennsylvania
$201K -$15.5K -205 -6%
MA
396
MUFG Americas
New York
$194K
RCM
397
Robinson Capital Management
Michigan
$193K
US Bancorp
398
US Bancorp
Minnesota
$185K -$26.3K -349 -11%
PO
399
Private Ocean
California
$176K +$210K +2,792 +25,382%
LWM
400
Liberty Wealth Management
California
$169K +$528 +7 +0.3%

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.