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Vanguard Total World Stock ETF

706 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, 217 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
-18
Holders Change %
-2.49%
% of All Funds
11.94%
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
217
Closed
85
Calls
$20M
Puts
$10.8M
Net Calls
+$9.19M
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
401
Sax Wealth Advisors
New Jersey
$553K +$4.35K +51 +0.8%
WP
402
WMS Partners
Maryland
$552K +$13.6K +159 +3%
BWP
403
BSW Wealth Partners
Colorado
$550K -$84.8K -994 -13%
C1AG
404
Client 1st Advisory Group
Florida
$549K +$256 +3 +0%
PD
405
Planning Directions
Pennsylvania
$548K -$8.54K -100 -2%
DP
406
Divergent Planning
Maryland
$546K +$8.28K +97 +2%
JPG
407
Jordan Park Group
California
$542K -$32.7K -383 -6%
MLFP
408
MPS Loria Financial Planners
Illinois
$542K
CW
409
CreativeOne Wealth
Kansas
$541K -$111K -1,304 -17%
CAN
410
Claraphi Advisory Network
United States
$541K -$84.1K -985 -13%
BWM
411
Benchmark Wealth Management
Connecticut
$530K -$55.4K -650 -9%
CW
412
Cabot-Wellington
Massachusetts
$529K
CIA
413
Compass Ion Advisors
Pennsylvania
$519K -$39.2M -459,831 -99%
MWM
414
Mission Wealth Management
California
$514K +$4.44K +52 +0.9%
CTA
415
Chesley Taft & Associates
Illinois
$507K +$18.8K +220 +4%
PWM
416
PRW Wealth Management
Massachusetts
$505K -$78K -914 -13%
TFF
417
The Family Firm
Maryland
$502K -$60.2K -706 -11%
AMM
418
American Money Management
California
$497K +$171 +2 +0%
TWM
419
Trevian Wealth Management
Massachusetts
$495K +$85 +1 +0%
Jones Financial Companies
420
Jones Financial Companies
Missouri
$495K +$495K +5,647 New
SS
421
Simplicity Solutions
Minnesota
$492K +$200K +2,349 +69%
RPC
422
Rossmore Private Capital
Connecticut
$480K +$480K +5,621 New
BO
423
BRR OpCo
Ohio
$477K
WP
424
WealthShield Partners
North Carolina
$475K +$171 +2 +0%
IC
425
IEQ Capital
California
$473K +$473K +5,548 New