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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
CG
451
Cutler Group
California
$13K +$13.2K +187 New
GG
452
Gleason Group
Kentucky
$12K +$70 +1 +0.6%
PFGIA
453
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$10.9K +155 New
GEA
454
Glen Eagle Advisors
New Jersey
$10.6K +$70 +1 +0.7%
HL
455
Harding Loevner
New Jersey
$10K -$166K -2,358 -95%
NSIM
456
North Star Investment Management
Illinois
$10K -$8.17K -116 -48%
RMC
457
Resources Management Corp
Connecticut
$10K -$7.26K -103 -44%
FP
458
Financial Perspectives
Minnesota
$9.72K
AssetMark Inc
459
AssetMark Inc
California
$8K -$1.9K -27 -21%
LIA
460
LS Investment Advisors
Michigan
$8K
JPLA
461
Joseph P. Lucia & Associates
New York
$7K
ME
462
McIlrath & Eck
Washington
$6K
EK
463
Evensky & Katz
Florida
$6K +$70 +1 +1%
BCA
464
Bray Capital Advisors
Florida
$5K +$70 +1 +2%
GTAM
465
Global Trust Asset Management
Florida
$4K
SWM
466
Sugarloaf Wealth Management
Georgia
$4K +$70 +1 +2%
POIA
467
Pin Oak Investment Advisors
Texas
$4K +$3.88K +55 New
CT
468
Caldwell Trust
Florida
$3.67K -$17.6K -250 -84%
DI
469
Disciplined Investments
Oklahoma
$3K
GAM
470
Gemmer Asset Management
California
$3K
JWA
471
JFS Wealth Advisors
Pennsylvania
$3K
LGWM
472
Litman Gregory Wealth Management
California
$3K +$70 +1 +3%
PCFFS
473
Pacific Center for Financial Services
California
$3K +$2.96K +42 New
RMC
474
Regis Management Company
California
$2.46K -$12.4K -176 -5%
GI
475
Gradient Investments
Minnesota
$2K

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.