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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
APG
401
Abacus Planning Group
South Carolina
$555K +$194K +2,102 +48%
SWA
402
Sax Wealth Advisors
New Jersey
$553K +$4.71K +51 +0.8%
WP
403
WMS Partners
Maryland
$552K +$14.7K +159 +3%
BWP
404
BSW Wealth Partners
Colorado
$550K -$91.9K -994 -13%
C1AG
405
Client 1st Advisory Group
Florida
$549K +$277 +3 +0%
PD
406
Planning Directions
Pennsylvania
$548K -$9.25K -100 -2%
DP
407
Divergent Planning
Maryland
$546K +$8.97K +97 +2%
JPG
408
Jordan Park Group
California
$542K -$35.4K -383 -6%
MLFP
409
MPS Loria Financial Planners
Illinois
$542K
CW
410
CreativeOne Wealth
Kansas
$541K -$121K -1,304 -17%
CAN
411
Claraphi Advisory Network
United States
$541K -$91.1K -985 -13%
BWM
412
Benchmark Wealth Management
Connecticut
$530K -$60.1K -650 -9%
CW
413
Cabot-Wellington
Massachusetts
$529K
CIA
414
Compass Ion Advisors
Pennsylvania
$519K -$42.5M -459,831 -99%
MWM
415
Mission Wealth Management
California
$514K +$4.81K +52 +0.9%
CTA
416
Chesley Taft & Associates
Illinois
$507K +$20.3K +220 +4%
PWM
417
PRW Wealth Management
Massachusetts
$505K -$84.5K -914 -13%
TFF
418
The Family Firm
Maryland
$502K -$65.3K -706 -11%
AMM
419
American Money Management
California
$497K +$185 +2 +0%
TWM
420
Trevian Wealth Management
Massachusetts
$495K +$92 +1 +0%
Jones Financial Companies
421
Jones Financial Companies
Missouri
$495K +$522K +5,647 New
SS
422
Simplicity Solutions
Minnesota
$492K +$217K +2,349 +69%
RPC
423
Rossmore Private Capital
Connecticut
$480K +$520K +5,621 New
BO
424
BRR OpCo
Ohio
$477K
WP
425
WealthShield Partners
North Carolina
$475K +$185 +2 +0%

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.