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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
RIM
1
Rakuten Investment Management
Japan
$1.35B +$49.7M +537,800 +4%
Bank of America
2
Bank of America
North Carolina
$812M +$32.2M +348,154 +4%
Morgan Stanley
3
Morgan Stanley
New York
$335M +$2.13M +23,085 +0.6%
CA
4
Cambridge Associates
Massachusetts
$246M +$34.4M +372,053 +15%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$161M +$6.61M +71,537 +4%
UBS Group
6
UBS Group
Switzerland
$151M -$5.12M -55,412 -3%
S
7
Schroders
United Kingdom
$122M +$109M +1,184,298 +481%
BDWM
8
Brewin Dolphin Wealth Management
Ireland
$114M +$58.8M +636,046 +107%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$114M -$3.87M -41,803 -3%
EEP
10
Edgehill Endowment Partners
Connecticut
$96.8M +$89.5M +967,924 +582%
Wells Fargo
11
Wells Fargo
California
$96M +$13.7M +148,463 +15%
Allianz Asset Management
12
Allianz Asset Management
Germany
$93.8M -$24.5M -264,746 -19%
AllianceBernstein
13
AllianceBernstein
Tennessee
$93.8M +$6.17M +66,755 +6%
LPL Financial
14
LPL Financial
California
$83.4M +$3.4M +36,815 +4%
ST
15
Sageworth Trust
Pennsylvania
$77.7M +$587K +6,353 +0.7%
Northern Trust
16
Northern Trust
Illinois
$76.2M +$11.7M +126,580 +17%
K
17
Kemper
Illinois
$63.2M -$33.8M -365,868 -33%
ACM
18
Agincourt Capital Management
Virginia
$63M +$7.1M +76,775 +12%
WA
19
Waddell & Associates
Tennessee
$50.7M -$504K -5,454 -0.9%
FWP
20
FAS Wealth Partners
Kansas
$50.5M -$2M -21,585 -4%
RJA
21
Raymond James & Associates
Florida
$49.4M +$8.76M +94,705 +20%
WRTC
22
Wind River Trust Company
Wyoming
$48.3M -$2.07M -22,336 -4%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$43.3M -$3.43M -37,144 -7%
Ameriprise
24
Ameriprise
Minnesota
$42.6M -$132K -1,426 -0.3%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$37.9M +$18.7M +201,799 +85%

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.