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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
TFS
76
TrustCore Financial Services
Tennessee
$5.82M +$630K +8,354 +10%
CC
77
Claybrook Capital
Massachusetts
$5.78M -$3.57M -47,329 -34%
USAA
78
United Services Automobile Association
Texas
$5.64M -$28.8M -381,469 -84%
Allianz Asset Management
79
Allianz Asset Management
Germany
$5.55M -$32.3M -427,970 -83%
FT
80
Fiduciary Trust
Massachusetts
$5.55M +$6.66M +88,338 New
BWM
81
Bernicke Wealth Management
Wisconsin
$5.52M +$1.38M +18,245 +26%
CP
82
CornerStone Partners
Virginia
$5.47M
ASW
83
Astoria Strategic Wealth
Texas
$5.25M -$1.83M -24,252 -23%
HighTower Advisors
84
HighTower Advisors
Illinois
$5.12M -$425K -5,644 -6%
AA
85
Ancora Advisors
Ohio
$5.1M
SPIO
86
Seven Post Investment Office
California
$4.8M +$2.52M +33,458 +78%
SFC
87
SYM Financial Corp
Indiana
$4.77M +$1.89M +25,056 +49%
Creative Planning
88
Creative Planning
Kansas
$4.66M +$254K +3,371 +5%
LDFR
89
Lehman & Derafelo Financial Resources
Pennsylvania
$4.6M
A
90
AdvicePeriod
California
$4.46M +$3.6M +47,801 +206%
RC
91
RegentAtlantic Capital
New Jersey
$4.44M -$319K -4,228 -6%
UCFA
92
United Capital Financial Advisors
Texas
$4.38M -$1.02M -13,477 -16%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$4.33M +$215K +2,851 +4%
SFFS
94
Stonehage Fleming Financial Services
Jersey
$4.29M +$5.15M +68,292 New
AA
95
Advisory Alpha
Michigan
$4.26M +$4.8M +63,719 +21,454%
BJL
96
Brighton Jones LLC
Washington
$4.25M +$2.04M +27,039 +66%
CWA
97
Clarity Wealth Advisors
California
$4.11M -$71.6K -950 -1%
RWM
98
Ritholtz Wealth Management
New York
$4.06M +$1.47M +19,570 +43%
RG
99
Rathbones Group
United Kingdom
$3.95M -$92.7K -1,230 -2%
VWA
100
Visionary Wealth Advisors
Illinois
$3.94M +$3.43M +45,468 +263%

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.