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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
AI
51
Accredited Investors
Minnesota
$11.2M -$5.84M -82,904 -36%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$11.1M +$1.97M +27,967 +23%
WA
53
WBH Advisory
Maryland
$11.1M -$2.09M -29,613 -17%
EAM
54
Evanson Asset Management
California
$10.5M +$423 +6 +0%
Bessemer Group
55
Bessemer Group
New Jersey
$10.1M -$3.62M -51,361 -28%
ACA
56
Ackerman Capital Advisors
Texas
$9.76M -$19.4M -275,563 -68%
Osaic Holdings
57
Osaic Holdings
Arizona
$9.36M -$16.9M -239,211 -66%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$9.16M +$361K +5,118 +4%
ZF
59
Zhang Financial
Michigan
$8.79M -$128K -1,811 -2%
Mariner
60
Mariner
Kansas
$8.64M +$181K +2,572 +2%
S
61
SignatureFD
Georgia
$8.42M -$51.5M -731,483 -87%
Kovitz Investment Group Partners
62
Kovitz Investment Group Partners
Illinois
$8.3M -$201K -2,847 -3%
LOAMS
63
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.04M -$288K -4,094 -4%
QSS
64
Quantitative Systematic Strategies
Florida
$7.81M
AA
65
Advisory Alpha
Michigan
$7.71M +$2.12M +30,131 +47%
UOMF
66
University of Maryland Foundation
Maryland
$7.28M -$18.7M -264,962 -73%
Creative Planning
67
Creative Planning
Kansas
$7.25M +$1.6M +22,730 +31%
SCM
68
SCS Capital Management
Massachusetts
$7.03M +$2.24M +31,789 +51%
SFG
69
SNS Financial Group
Minnesota
$6.98M +$3.73M +52,875 +131%
Allianz Asset Management
70
Allianz Asset Management
Germany
$6.95M +$317K +4,501 +5%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$6.91M -$6M -85,093 -48%
CP
72
CornerStone Partners
Virginia
$6.83M +$300K +4,251 +5%
NI
73
NYL Investors
New York
$6.82M -$197K -2,800 -3%
FT
74
Fiduciary Trust
Massachusetts
$6.61M
WKWM
75
Walter & Keenan Wealth Management
Indiana
$6.08M +$5.73M +81,280 New

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.