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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
LJHT
551
Laurie J. Hall Trustee
$230K
AAS
552
Avantax Advisory Services
Texas
$230K +$10.3K +111 +4%
CF
553
Centaurus Financial
California
$229K -$3.7K -40 -1%
GP
554
Greenline Partners
New York
$228K +$247K +2,673 New
KTC
555
Kistler-Tiffany Companies
Pennsylvania
$226K +$555 +6 +0.2%
GWA
556
Geometric Wealth Advisors
District of Columbia
$224K -$6.1K -66 -2%
ACM
557
AlphaStar Capital Management
North Carolina
$222K -$9.06K -98 -4%
SSWM
558
Smith Salley Wealth Management
North Carolina
$222K
WDL
559
Well Done LLC
Michigan
$221K +$12.7K +137 +6%
VFIC
560
Valley Forge Investment Consultants
Pennsylvania
$220K +$277 +3 +0.1%
TF
561
TIAA FSB
Florida
$218K +$236K +2,556 New
SW
562
Simplicity Wealth
New Jersey
$215K -$494K -5,342 -68%
RG
563
Retirement Group
California
$215K -$4.62K -50 -2%
AWM
564
Avior Wealth Management
Nebraska
$214K +$832 +9 +0.4%
AWM
565
Axxcess Wealth Management
California
$214K +$232K +2,506 New
BFG
566
Berger Financial Group
Minnesota
$212K -$19.9K -215 -8%
Loomis, Sayles & Company
567
Loomis, Sayles & Company
Massachusetts
$210K -$124K -1,337 -35%
FPW
568
Flagship Private Wealth
Massachusetts
$210K +$1.57K +17 +0.7%
TC
569
Tacita Capital
Ontario, Canada
$206K
LNC
570
Lincoln National Corp
Pennsylvania
$205K -$105K -1,132 -32%
OFA
571
Oak Family Advisors
Illinois
$205K -$4.62K -50 -2%
WWM
572
Western Wealth Management
Colorado
$202K
HWMA
573
Heritage Wealth Management (Arizona)
Arizona
$201K -$3.7K -40 -2%
SMFG
574
Sumitomo Mitsui Financial Group
Japan
$198K -$26.1K -282 -11%
CFB
575
Cullen/Frost Bankers
Texas
$196K

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.