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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
AAP
451
Arax Advisory Partners
Colorado
$20K +$24.1K +320 New
CT
452
Caldwell Trust
Florida
$18.8K
WEC
453
Winslow Evans & Crocker
Massachusetts
$18K -$93K -1,234 -82%
FRA
454
Front Row Advisors
California
$17K +$8.89K +118 +97%
WB
455
Webster Bank
Connecticut
$17K +$19.8K +263 New
RMC
456
Resources Management Corp
Connecticut
$15K
NSIM
457
North Star Investment Management
Illinois
$15K +$75 +1 +0.4%
MIM
458
Macroview Investment Management
Maryland
$13K
HWA
459
Heritage Wealth Advisors
Virginia
$12.9K
WA
460
WBH Advisory
Maryland
$11.1K +$12.4M +164,440 +1,271%
CFD
461
Creative Financial Designs
Indiana
$11K
LFG
462
Larson Financial Group
Missouri
$11K
GG
463
Gleason Group
Kentucky
$10K
GEA
464
Glen Eagle Advisors
New Jersey
$8.87K -$37.9K -503 -78%
FP
465
Financial Perspectives
Minnesota
$8.16K
EWM
466
Elmwood Wealth Management
California
$8.1K +$8.29K +110 New
AssetMark Inc
467
AssetMark Inc
California
$8K -$104M -1,375,962 -100%
LIA
468
LS Investment Advisors
Michigan
$7K
JPLA
469
Joseph P. Lucia & Associates
New York
$6K
TRCT
470
Tower Research Capital (TRC)
New York
$6K +$678 +9 +10%
ME
471
McIlrath & Eck
Washington
$5K
RCG
472
Ruggie Capital Group
Florida
$5K
EK
473
Evensky & Katz
Florida
$5K +$6.26K +83 New
BCA
474
Bray Capital Advisors
Florida
$4K
GTAM
475
Global Trust Asset Management
Florida
$4K

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.