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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
AA
76
Ancora Advisors
Ohio
$6.08M
A
77
AdvicePeriod
California
$5.81M +$472K +6,693 +9%
JP Morgan Chase
78
JP Morgan Chase
New York
$5.67M -$1.73M -24,490 -24%
HighTower Advisors
79
HighTower Advisors
Illinois
$5.65M -$424K -6,023 -7%
USAA
80
United Services Automobile Association
Texas
$5.64M
BJL
81
Brighton Jones LLC
Washington
$5.51M +$417K +5,922 +9%
FI
82
FormulaFolio Investments
Michigan
$5.5M +$909K +12,896 +21%
SPIO
83
Seven Post Investment Office
California
$5.47M -$230K -3,263 -4%
SFFS
84
Stonehage Fleming Financial Services
Jersey
$5.11M
UCFA
85
United Capital Financial Advisors
Texas
$5M -$206K -2,921 -4%
RWM
86
Ritholtz Wealth Management
New York
$4.99M +$139K +1,978 +3%
AIA
87
Arbor Investment Advisors
North Carolina
$4.84M -$13.6M -193,583 -75%
RC
88
RegentAtlantic Capital
New Jersey
$4.69M -$562K -7,978 -11%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$4.63M -$493K -6,998 -10%
BWM
90
Bernicke Wealth Management
Wisconsin
$4.5M -$1.96M -27,828 -32%
CC
91
Claybrook Capital
Massachusetts
$4.43M -$2.31M -32,779 -36%
RG
92
Rathbones Group
United Kingdom
$4.28M -$398K -5,650 -9%
EVM
93
Eaton Vance Management
Massachusetts
$4.13M
CIA
94
Compass Ion Advisors
Pennsylvania
$3.96M +$3.73M +52,924 New
KP
95
Keel Point
Alabama
$3.92M +$2.74M +38,903 +287%
SFO
96
Stokes Family Office
Louisiana
$3.88M +$211 +3 +0%
ECG
97
EPIQ Capital Group
California
$3.82M -$311K -4,418 -8%
LRIA
98
Leonard Rickey Investment Advisors
Washington
$3.59M -$3.53M -50,161 -51%
ACA
99
Atlas Capital Advisors
Wyoming
$3.53M +$88.1K +1,251 +3%
PFA
100
Professional Financial Advisors
Nebraska
$3.44M +$132K +1,868 +4%

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.