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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
CF
376
Corrigan Financial
Rhode Island
$211K +$199K +2,822 New
PO
377
Private Ocean
California
$211K +$1.2K +17 +0.6%
FNC
378
First National Corp
Massachusetts
$210K +$3.1K +44 +2%
PWM
379
PRW Wealth Management
Massachusetts
$209K +$197K +2,796 New
WWM
380
Windsor Wealth Management
Indiana
$208K +$196K +2,785 New
AIP
381
Almanack Investment Partners
Pennsylvania
$207K -$30.6K -434 -14%
DAS
382
Dynamic Advisor Solutions
Arizona
$206K -$44.5K -631 -19%
KTC
383
Kistler-Tiffany Companies
Pennsylvania
$206K +$5.78K +82 +3%
DWM
384
Darwin Wealth Management
Florida
$203K -$40.7K -577 -18%
NA
385
NewEdge Advisors
Louisiana
$203K +$191K +2,713 New
BOPW
386
Brandywine Oak Private Wealth
Pennsylvania
$201K -$158K -2,248 -46%
GRP
387
Global Retirement Partners
California
$198K
SMFG
388
Sumitomo Mitsui Financial Group
Japan
$195K
RWA
389
Ropes Wealth Advisors
Massachusetts
$192K +$86.3K +1,225 +91%
AWM
390
Avior Wealth Management
Nebraska
$191K +$4.23K +60 +2%
SFSIG
391
San Francisco Sentry Investment Group
California
$189K -$3.17K -45 -2%
AIA
392
Arcadia Investment Advisors
Idaho
$188K -$144K -2,042 -45%
WP
393
WealthShield Partners
North Carolina
$179K -$108K -1,530 -39%
CAW
394
Cornerstone Advisors (Washington)
Washington
$178K
RCA
395
Rowland Carmichael Advisors
Arizona
$173K -$9.51K -135 -6%
US Bancorp
396
US Bancorp
Minnesota
$172K -$44.7K -634 -22%
RIM
397
Rockbridge Investment Management
New York
$166K +$157K +2,225 New
RG
398
Retirement Group
California
$161K +$151K +2,150 New
GWM
399
Geneos Wealth Management
Colorado
$154K
SSWG
400
Seven Springs Wealth Group
Tennessee
$150K

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.