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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
IC
426
IEQ Capital
California
$473K +$513K +5,548 New
AFS
427
Annapolis Financial Services
Maryland
$470K +$469K +5,071 +1,150%
FPA
428
First Pacific Advisors
California
$469K -$7.4K -80 -1%
KP
429
Keel Point
Alabama
$468K -$20.2K -219 -4%
TTWM
430
TCV Trust & Wealth Management
Virginia
$468K -$2.31K -25 -0.5%
BL
431
Balentine LLC
Georgia
$466K +$261K +2,822 +107%
LFS
432
Lutz Financial Services
Nebraska
$462K -$105K -1,132 -17%
CAGAS
433
Capital Advisory Group Advisory Services
Minnesota
$462K -$2.13K -23 -0.4%
APP
434
Avantax Planning Partners
Iowa
$461K
QCG
435
Quadrant Capital Group
Ohio
$460K -$92 -1 -0%
PCMC
436
Private Capital Management (Colorado)
Colorado
$457K
AWA
437
Arete Wealth Advisors
Illinois
$453K +$443K +4,786 +112%
CHAM
438
Clear Harbor Asset Management
Connecticut
$449K
US Bancorp
439
US Bancorp
Minnesota
$446K +$32.6K +353 +7%
SIA
440
Schechter Investment Advisors
Michigan
$443K
MCM
441
Monument Capital Management
Virginia
$441K +$22.5K +243 +5%
KWM
442
Kingsview Wealth Management
Oregon
$434K +$18.3K +198 +4%
CWM
443
Collaborative Wealth Management
Florida
$430K +$466K +5,038 New
CFMC
444
Curbstone Financial Management Corp
New Hampshire
$429K -$186K -2,010 -29%
HL
445
Harding Loevner
New Jersey
$424K -$141K -1,520 -23%
MOS
446
MGO One Seven
Ohio
$422K -$32.6K -353 -7%
BIP
447
Brandes Investment Partners
California
$422K +$457K +4,948 New
OC
448
Oppenheimer & Co
New York
$421K +$38.5K +416 +9%
PP
449
PrairieView Partners
Minnesota
$412K -$53.6K -580 -11%
AL
450
Aspiriant LLC
California
$409K +$1.02K +11 +0.2%

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.