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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
FFC
426
First Financial Corp
Indiana
$55K
BBA
427
Braun-Bostich & Associates
Pennsylvania
$52K
LWM
428
Lenox Wealth Management
Ohio
$50K +$141 +2 +0.3%
ADL
429
Asset Dedication LLC
California
$48K
RBC
430
Roble Belko & Company
Pennsylvania
$46K
HFA
431
HC Financial Advisors
California
$45K
SIS
432
SVB Investment Services
Utah
$43K
HFA
433
Hoover Financial Advisors
Pennsylvania
$43K +$40.2K +571 New
CFN
434
Cordasco Financial Network
Florida
$38K
HFS
435
HBC Financial Services
Washington
$36K
WEC
436
Winslow Evans & Crocker
Massachusetts
$35K +$14K +199 +75%
IF
437
Ironwood Financial
Arizona
$31K
BWA
438
BDO Wealth Advisors
Florida
$25K
APWA
439
Atlas Private Wealth Advisors
New Jersey
$25K +$23.3K +330 New
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$24K +$23K +327 New
WB
441
Webster Bank
Connecticut
$22K +$2.18K +31 +12%
LFG
442
Larson Financial Group
Missouri
$22K +$8.1K +115 +63%
BFEC
443
Benjamin F. Edwards & Company
Missouri
$22K +$20.9K +297 New
MHR
444
Matthew Hamilton Rosenberg
$20K +$18.8K +267 New
CL
445
Cabana LLC
Arkansas
$19K +$17.5K +248 New
FRA
446
Front Row Advisors
California
$18K
RCA
447
Ranch Capital Advisors
Florida
$16K -$27.5K -390 -66%
HWA
448
Heritage Wealth Advisors
Virginia
$15.3K
EWM
449
Elmwood Wealth Management
California
$14K +$5.29K +75 +68%
CAAS
450
Capital Asset Advisory Services
Michigan
$14K +$10.4K +147 +588%

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.