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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
SFS
451
Starfox Financial Services
Texas
$402K
CPFP
452
Clear Perspectives Financial Planning
Ohio
$399K -$565K -6,114 -57%
AFM
453
Andesa Financial Management
Pennsylvania
$399K +$133K +1,437 +44%
MIM
454
Moseley Investment Management
Florida
$398K -$1.53M -16,536 -78%
WBCM
455
Wilson & Boucher Capital Management
California
$397K +$203K +2,200 +90%
TAM
456
Tocqueville Asset Management
New York
$395K +$13.4K +145 +3%
BWM
457
Brickley Wealth Management
California
$394K +$47.9K +518 +13%
OCM
458
Objective Capital Management
Ohio
$393K -$21.4K -231 -5%
CBFP
459
Cedar Brook Financial Partners
Ohio
$390K -$181K -1,955 -30%
MWM
460
MorganRosel Wealth Management
Colorado
$383K -$169K -1,823 -29%
WCG
461
Weaver Consulting Group
California
$383K
AA
462
AlphaMark Advisors
Kentucky
$381K -$39.3K -425 -9%
ACM
463
Advance Capital Management
Michigan
$380K -$832 -9 -0.2%
ESB
464
Essex Savings Bank
Connecticut
$376K +$407K +4,402 New
ACM
465
AUA Capital Management
Pennsylvania
$373K
GPA
466
Garrison Point Advisors
California
$372K -$9.25K -100 -2%
GWM
467
Gitterman Wealth Management
New Jersey
$371K +$183K +1,979 +83%
TWC
468
TD Waterhouse Canada
Ontario, Canada
$367K +$1.76K +19 +0.4%
B
469
Bridgeworth
Alabama
$366K
PA
470
Pinnacle Associates
New York
$365K +$396K +4,280 New
BTW
471
Boston Trust Walden
Massachusetts
$361K
TA
472
TruWealth Advisors
Louisiana
$361K +$391K +4,230 New
FOA
473
Five Oceans Advisors
California
$353K +$49.1K +531 +15%
MA
474
Montag & Associates
Georgia
$349K +$740 +8 +0.2%
PWMAG
475
Pinnacle Wealth Management Advisory Group
New Jersey
$347K +$376K +4,067 New

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.