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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
RWA
426
Ropes Wealth Advisors
Massachusetts
$84K -$1.3M -17,292 -93%
WTC
427
WhitTier Trust Company
Nevada
$84K +$42.4K +563 +73%
WAP
428
Wealthcare Advisory Partners
Pennsylvania
$82K -$21K -279 -18%
CWC
429
Carolinas Wealth Consulting
North Carolina
$78K +$94.1K +1,249 New
OAJ
430
Ogorek Anthony Joseph
New York
$76K -$226 -3 -0.2%
BL
431
Balentine LLC
Georgia
$74K
FCA
432
FinTrust Capital Advisors
South Carolina
$73K
CFA
433
Carroll Financial Associates
North Carolina
$70K +$1.88K +25 +2%
WT
434
Whittier Trust
California
$69K
HI
435
Hudock Inc
Pennsylvania
$59K +$4.82K +64 +7%
RFM
436
Royal Fund Management
Florida
$57K -$104K -1,374 -60%
WPA
437
West Paces Advisors
Georgia
$56.5K
FFC
438
First Financial Corp
Indiana
$46K
LWM
439
Lenox Wealth Management
Ohio
$42K +$15.4K +204 +43%
BBA
440
Braun-Bostich & Associates
Pennsylvania
$42K +$19.6K +260 +59%
ADL
441
Asset Dedication LLC
California
$40K
RBC
442
Roble Belko & Company
Pennsylvania
$38K
HFA
443
HC Financial Advisors
California
$38K +$45.6K +605 New
RCA
444
Ranch Capital Advisors
Florida
$37K +$23.7K +315 +113%
SIS
445
SVB Investment Services
Utah
$36K
CFN
446
Cordasco Financial Network
Florida
$32K +$33.2K +440 +595%
WA
447
WestEnd Advisors
North Carolina
$31.3K +$37.6K +499 New
HFS
448
HBC Financial Services
Washington
$27K
IF
449
Ironwood Financial
Arizona
$26K
BWA
450
BDO Wealth Advisors
Florida
$21K +$25.6K +340 New

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.