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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
OIA
551
OneDigital Investment Advisors
Kansas
-$205K -2,529 Closed
Simplex Trading
552
Simplex Trading
Illinois
-$167K -2,072 Closed
BCI
553
Brinker Capital Investments
Pennsylvania
-$144K -1,780 Closed
JFA
554
JNBA Financial Advisors
Minnesota
-$111K -1,372 Closed
PCFFS
555
Pacific Center for Financial Services
California
-$96K -1,180 Closed
Chevy Chase Trust
556
Chevy Chase Trust
Maryland
-$95K -1,177 Closed
LWCFA
557
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$81K -1,000 Closed
BRC
558
Bell Rock Capital
Delaware
-$57K -710 Closed
SF
559
Synovus Financial
Georgia
-$58K -710 Closed
CG
560
Cutler Group
California
-$51.8K -687 Closed
DY
561
Dowling & Yahnke
California
-$52K -644 Closed
FEG
562
Financial Enhancement Group
Indiana
-$39K -487 Closed
ACM
563
Anfield Capital Management
California
-$36K -439 Closed
SIM
564
Sonora Investment Management
Arizona
-$19K -235 Closed
CWA
565
Capital Wealth Alliance
Arizona
-$18K -225 Closed
PWP
566
Personal Wealth Partners
Minnesota
-$15K -189 Closed
SL
567
Savior LLC
Massachusetts
-$12K -149 Closed
RMAM
568
Raab & Moskowitz Asset Management
New Jersey
-$11K -140 Closed
PA
569
PSI Advisors
Florida
-$10K -130 Closed
EWP
570
Engrave Wealth Partners
Texas
-$10K -129 Closed
CHAM
571
Clear Harbor Asset Management
Connecticut
-$8.1K -100 Closed
FWM
572
Focused Wealth Management
New York
-$6K -71 Closed
GFPC
573
Global Financial Private Client
Florida
-$5.67K -70 Closed
GWS
574
Glassman Wealth Services
Virginia
+$151 +2 New
OIS
575
Okabena Investment Services
Minnesota
+$226 +3 New

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.