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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
SFC
176
SYM Financial Corp
Indiana
$3.15M +$340K +3,680 +11%
WCM
177
Windham Capital Management
Massachusetts
$3.13M -$3.61K -39 -0.1%
ARC
178
Advisor Resource Council
Texas
$3.11M +$3.37M +36,458 New
RWA
179
Ropes Wealth Advisors
Massachusetts
$3.08M +$7.03K +76 +0.2%
KAS
180
Kestra Advisory Services
Texas
$2.88M +$150K +1,618 +5%
Citadel Advisors
181
Citadel Advisors
Florida
$2.88M +$805K +8,705 +35%
DWT
182
Dorsey & Whitney Trust
South Dakota
$2.77M -$1.87M -20,220 -38%
VCAM
183
Van Cleef Asset Management
Ohio
$2.76M -$18.5K -200 -0.6%
Natixis Advisors
184
Natixis Advisors
Massachusetts
$2.75M +$719K +7,774 +32%
RI
185
Ridgewood Investments
New Jersey
$2.74M -$248K -2,684 -8%
ACI
186
Alpha Cubed Investments
California
$2.73M -$163K -1,760 -5%
SRA
187
Summit Rock Advisors
New York
$2.67M
BA
188
Bridgewater Advisors
New York
$2.61M +$124K +1,345 +5%
TNA
189
True North Advisors
Texas
$2.6M +$815K +8,810 +41%
IC
190
Iconiq Capital
California
$2.59M +$2.31K +25 +0.1%
FA
191
Fermata Advisors
California
$2.56M +$2.02M +21,858 +271%
CC
192
Claybrook Capital
Massachusetts
$2.55M +$2.87K +31 +0.1%
WA
193
Waverly Advisors
Alabama
$2.55M +$375K +4,058 +16%
IFS
194
Intelligent Financial Strategies
Minnesota
$2.53M -$3.99M -43,207 -59%
UOTTAIMCU
195
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.52M -$194K -2,099 -7%
EWM
196
Endowment Wealth Management
Wisconsin
$2.48M +$61.3K +663 +2%
PP
197
PDS Planning
Ohio
$2.47M +$4.44K +48 +0.2%
AC
198
Addison Capital
Pennsylvania
$2.46M +$740 +8 +0%
MPW
199
Monterey Private Wealth
California
$2.45M -$193K -2,088 -7%
AWS
200
Atria Wealth Solutions
New York
$2.42M +$513K +5,546 +24%

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.