We are live on ! Find out more
VT icon

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
SS
201
Simplicity Solutions
Minnesota
$1.01M +$952K +13,505 New
State Street
202
State Street
Massachusetts
$1.01M +$8.74K +124 +0.9%
WA
203
Waverly Advisors
Alabama
$995K -$333K -4,733 -28%
WS
204
Wedbush Securities
California
$993K -$27K -383 -3%
AWS
205
AJ Wealth Strategies
New York
$984K
SPIA
206
Steward Partners Investment Advisory
New York
$984K +$228K +3,233 +33%
CAM
207
Cresset Asset Management
Illinois
$982K +$542K +7,689 +141%
TFCP
208
Twin Focus Capital Partners
Massachusetts
$969K +$2.96K +42 +0.3%
IWA
209
Intercontinental Wealth Advisors
Texas
$963K -$63.4K -900 -7%
MAFM
210
Mid Atlantic Financial Management
Pennsylvania
$963K +$168K +2,381 +23%
AP
211
Adero Partners
California
$946K
CG
212
Caprock Group
Idaho
$941K -$255K -3,617 -22%
IFG
213
Independent Financial Group
California
$925K +$326K +4,625 +60%
BAMG
214
Brand Asset Management Group
Missouri
$922K +$7.96K +113 +0.9%
LDFR
215
Lehman & Derafelo Financial Resources
Pennsylvania
$920K -$4.3M -61,000 -83%
STA
216
Summit Trail Advisors
New York
$913K +$7.82K +111 +0.9%
CAGAS
217
Capital Advisory Group Advisory Services
Minnesota
$903K +$29.8K +423 +4%
VA
218
Valmark Advisers
Ohio
$881K -$6.48K -92 -0.8%
DADC
219
D.A. Davidson & Co
Montana
$880K -$22.6K -321 -3%
CAN
220
Cetera Advisor Networks
California
$871K -$77.2K -1,096 -9%
BEC
221
Blue Edge Capital
Virginia
$863K -$11.3K -160 -1%
CCM
222
Condor Capital Management
New Jersey
$861K +$275K +3,900 +51%
TTWM
223
TCV Trust & Wealth Management
Virginia
$855K -$606K -8,603 -43%
AF
224
Affiance Financial
Minnesota
$852K +$200K +2,844 +33%
CIBC World Market
225
CIBC World Market
Ontario, Canada
$831K +$46K +653 +6%

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.