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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
VFA
126
Valeo Financial Advisors
Indiana
$5.26M +$4.92M +53,220 +632%
WPW
127
Waldron Private Wealth
Pennsylvania
$5.14M +$253K +2,733 +5%
Capital International Investors
128
Capital International Investors
California
$5.11M +$1.54M +16,653 +39%
AA
129
Ancora Advisors
Ohio
$5.03M -$3.04M -32,889 -36%
RC
130
RegentAtlantic Capital
New Jersey
$5.02M +$106K +1,144 +2%
JP Morgan Chase
131
JP Morgan Chase
New York
$5.01M -$1.45M -15,632 -21%
AIA
132
Arbor Investment Advisors
North Carolina
$5.01M +$370K +4,000 +7%
SL
133
Systelligence LLC
Minnesota
$4.99M -$7.61M -82,299 -58%
MML Investors Services
134
MML Investors Services
Massachusetts
$4.75M -$882K -9,542 -15%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$4.62M -$539K -5,827 -10%
EVM
136
Eaton Vance Management
Massachusetts
$4.57M -$130K -1,406 -3%
CA
137
Clearstead Advisors
Ohio
$4.53M +$2.27M +24,539 +86%
RWM
138
Ritholtz Wealth Management
New York
$4.48M +$35.9K +388 +0.7%
FTS
139
Fifth Third Securities
Ohio
$4.42M +$4.79M +51,822 New
SFO
140
Stokes Family Office
Louisiana
$4.41M +$370 +4 +0%
TA
141
Tiedemann Advisors
New York
$4.4M
IPW
142
Intergy Private Wealth
Colorado
$4.38M -$1.27M -13,714 -21%
KA
143
Kovack Advisors
Florida
$4.37M -$301K -3,260 -6%
SW
144
SVB Wealth
Massachusetts
$4.35M -$1.56M -16,901 -25%
SI
145
Stephens Inc
Arkansas
$4.34M +$264K +2,851 +6%
CL
146
Choreo LLC
Illinois
$4.29M +$615K +6,653 +15%
FFG
147
Frisch Financial Group
New York
$4.29M +$3.36M +36,321 +260%
JRP
148
Jasper Ridge Partners
California
$4.26M
BSW
149
Buckingham Strategic Wealth
Missouri
$4.22M +$638K +6,901 +16%
LRIA
150
Leonard Rickey Investment Advisors
Washington
$4.2M +$462 +5 +0%

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.