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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
GRP
401
Global Retirement Partners
California
$166K
SMFG
402
Sumitomo Mitsui Financial Group
Japan
$164K
SFSIG
403
San Francisco Sentry Investment Group
California
$162K -$4.45K -59 -2%
ACM
404
AUA Capital Management
Pennsylvania
$159K
HL
405
Harding Loevner
New Jersey
$157K +$179K +2,372 +1,928%
IA
406
Independence Advisors
Pennsylvania
$156K -$94.8K -1,258 -34%
AWM
407
Avior Wealth Management
Nebraska
$156K -$18.2K -242 -9%
RCA
408
Rowland Carmichael Advisors
Arizona
$154K -$156K -2,068 -46%
PGAM
409
Princeton Global Asset Management
New Jersey
$152K -$322K -4,270 -64%
CAW
410
Cornerstone Advisors (Washington)
Washington
$149K +$179K +2,375 New
Capital International Investors
411
Capital International Investors
California
$145K +$158K +2,097 +1,087%
MWM
412
MBE Wealth Management
Wisconsin
$142K +$171K +2,275 New
GWM
413
Geneos Wealth Management
Colorado
$130K
SSWG
414
Seven Springs Wealth Group
Tennessee
$126K -$61.8K -820 -29%
CDIA
415
Capital Directions Investment Advisors
Georgia
$121K -$394K -5,232 -73%
WLPWM
416
Walled Lake Planning & Wealth Management
Illinois
$114K +$452 +6 +0.3%
OPS
417
Orion Portfolio Solutions
Nebraska
$110K +$73.5K +975 +125%
CF
418
Centaurus Financial
California
$103K -$10.4K -138 -8%
William Blair & Company
419
William Blair & Company
Illinois
$98K +$11.3K +150 +11%
SL
420
Salomon & Ludwin
Virginia
$97K +$1.21K +16 +1%
CTC
421
Central Trust Company
Missouri
$96K
VCP
422
Verus Capital Partners
Arizona
$94K -$8.06K -107 -7%
PA
423
Procyon Advisors
Connecticut
$89K +$36.3K +482 +51%
BC
424
Belmont Capital
California
$87K
TCM
425
TD Capital Management
Tennessee
$86K +$226 +3 +0.2%

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.