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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
H
201
HoyleCohen
California
$2.4M -$1.8M -19,461 -41%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$2.39M +$313K +3,381 +12%
SWM
203
Spire Wealth Management
Virginia
$2.39M -$516K -5,581 -17%
MA
204
MAS Advisors
Florida
$2.38M +$104K +1,125 +4%
MWM
205
Modera Wealth Management
New Jersey
$2.38M -$142K -1,541 -5%
DY
206
Dowling & Yahnke
California
$2.34M +$92 +1 +0%
MFA
207
Mayflower Financial Advisors
Massachusetts
$2.29M +$3.61K +39 +0.1%
TFS
208
TrustCore Financial Services
Tennessee
$2.27M +$1.35M +14,589 +122%
NCM
209
Neumann Capital Management
California
$2.26M +$36.7K +397 +2%
JWCA
210
J.W. Cole Advisors
Florida
$2.26M +$97.5K +1,054 +4%
UB
211
UMB Bank
Missouri
$2.23M +$8.51K +92 +0.4%
TBWA
212
Three Bridge Wealth Advisors
California
$2.22M +$2.41M +26,030 New
SHFA
213
SC&H Financial Advisors
Maryland
$2.21M +$742K +8,029 +45%
WA
214
Wealthstream Advisors
New York
$2.2M +$129K +1,397 +6%
LSAG
215
Lake Street Advisors Group
New Hampshire
$2.19M +$89.1K +964 +4%
SPIA
216
Steward Partners Investment Advisory
New York
$2.19M +$1.06M +11,434 +81%
SFP
217
Sweet Financial Partners
Minnesota
$2.18M +$30.3K +328 +1%
STA
218
Summit Trail Advisors
New York
$2.18M +$284K +3,068 +14%
Millennium Management
219
Millennium Management
New York
$2.15M +$2.33M +25,225 New
HIP
220
HUB Investment Partners
Texas
$2.15M -$217K -2,345 -9%
V
221
Veritable
Delaware
$2.13M -$384K -4,152 -14%
NL
222
NEPC LLC
Massachusetts
$2.11M +$186K +2,010 +9%
PA
223
Parallel Advisors
California
$2.08M +$47.2K +511 +2%
HWM
224
Hemington Wealth Management
Virginia
$2.04M +$122K +1,317 +6%
AWM
225
AE Wealth Management
Kansas
$2M +$208K +2,246 +11%

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.