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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
OMC
151
Old Mission Capital
Illinois
$1.71M +$1.61M +22,864 New
FHA
152
Flagship Harbor Advisors
Massachusetts
$1.69M -$11.4K -162 -0.7%
MPW
153
Monterey Private Wealth
California
$1.69M +$216K +3,061 +16%
AWM
154
AllSquare Wealth Management
New York
$1.63M +$63.3K +899 +4%
MWM
155
Modera Wealth Management
New Jersey
$1.61M +$10.8K +153 +0.7%
BCA
156
Berman Capital Advisors
Georgia
$1.61M -$888K -12,596 -37%
NWP
157
Northstar Wealth Partners
Connecticut
$1.58M -$10.2K -145 -0.7%
EWM
158
Empirical Wealth Management
Washington
$1.58M +$45.2K +642 +3%
IWC
159
Integrated Wealth Concepts
Massachusetts
$1.56M +$127K +1,803 +9%
PP
160
PDS Planning
Ohio
$1.55M +$182K +2,585 +14%
Wellington Management Group
161
Wellington Management Group
Massachusetts
$1.53M -$969K -13,751 -40%
TGAM
162
TBH Global Asset Management
Tennessee
$1.51M -$69K -979 -5%
VWA
163
Visionary Wealth Advisors
Illinois
$1.5M -$3M -42,609 -68%
H
164
HoyleCohen
California
$1.5M -$60.2K -854 -4%
AWM
165
AE Wealth Management
Kansas
$1.48M +$1.03M +14,606 +281%
HIM
166
Hanlon Investment Management
New Jersey
$1.48M
TA
167
Tiedemann Advisors
New York
$1.46M -$286K -4,055 -17%
FAAS
168
First Allied Advisory Services
California
$1.45M -$116K -1,651 -8%
KeyBank National Association
169
KeyBank National Association
Ohio
$1.44M -$33K -468 -2%
ACS
170
Archford Capital Strategies
Illinois
$1.44M +$1.35M +19,189 New
BSW
171
Buckingham Strategic Wealth
Missouri
$1.43M +$226K +3,207 +20%
DT
172
Diversified Trust
Tennessee
$1.43M +$623K +8,838 +86%
Prudential Financial
173
Prudential Financial
New Jersey
$1.43M +$1.35M +19,164 New
DWT
174
Dorsey & Whitney Trust
South Dakota
$1.43M
LIM
175
Leavell Investment Management
Alabama
$1.41M -$705K -10,003 -35%

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.