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Vanguard Total World Stock ETF

701 hedge funds and large institutions have $6.04B invested in Vanguard Total World Stock ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 288 increasing their positions, 218 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $7.04M

32% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 218

2% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 55

0.58% less ownership

Funds ownership: 30.08%29.51% (-0.58%)

1% less funds holding

Funds holding: 708701 (-7)

9% less capital invested

Capital invested by funds: $6.61B → $6.04B (-$570M)

9% less funds holding in top 10

Funds holding in top 10: 5752 (-5)

Holders
701
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
12.08%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.9%
New
56
Increased
288
Reduced
218
Closed
55
Calls
$24.7M
Puts
$7.04M
Net Calls
+$17.7M
Net Calls Change
+$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Rakuten Investment Management
Japan
$1.25B +$2.64M +30,000 +0.2%
Bank of America
2
Bank of America
North Carolina
$781M +$34.4M +391,208 +4%
Morgan Stanley
3
Morgan Stanley
New York
$346M +$40.3M +458,759 +12%
CA
4
Cambridge Associates
Massachusetts
$280M +$58.4M +664,996 +23%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$164M +$17.1M +194,190 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$156M +$57.1M +649,302 +49%
UBS Group
7
UBS Group
Switzerland
$115M -$28.1M -319,459 -18%
EEP
8
Edgehill Endowment Partners
Connecticut
$89.9M +$496K +5,644 +0.5%
AllianceBernstein
9
AllianceBernstein
Tennessee
$87.5M +$898K +10,214 +0.9%
LPL Financial
10
LPL Financial
California
$80M +$3.24M +36,856 +4%
Wells Fargo
11
Wells Fargo
California
$76.6M -$13.5M -153,472 -14%
Northern Trust
12
Northern Trust
Illinois
$75.2M +$5.36M +60,947 +7%
ST
13
Sageworth Trust
Pennsylvania
$75.1M +$3.62M +41,233 +5%
Allianz Asset Management
14
Allianz Asset Management
Germany
$72.9M -$15.4M -174,973 -16%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$65.3M +$66.7M +759,118 +1,103%
PCIG
16
Partners Capital Investment Group
Massachusetts
$63.6M +$32.6M +370,951 +85%
ACM
17
Agincourt Capital Management
Virginia
$58.6M +$341K +3,875 +0.5%
K
18
Kemper
Illinois
$58.4M
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$50.8M +$12M +137,111 +27%
WA
20
Waddell & Associates
Tennessee
$49.2M +$2.55M +28,995 +5%
RBA
21
Richard Bernstein Advisors
New York
$44.8M +$18.3M +208,111 +58%
RJA
22
Raymond James & Associates
Florida
$43.9M -$1.98M -22,535 -4%
AWM
23
Angeles Wealth Management
California
$43.4M +$13.8M +156,652 +40%
WRTC
24
Wind River Trust Company
Wyoming
$41.8M -$3.2M -36,374 -6%
Ameriprise
25
Ameriprise
Minnesota
$39.5M +$110K +1,247 +0.2%

VT Hedge Fund Activity: Q3 2022 in Review

701 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q3 2022, worth a combined $6.04B — down 8.6% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VT positions and 55 closed out — a net gain of 1 holder — while 288 added to existing stakes and 218 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $66.7M. The largest seller was Schroders, cutting an estimated $125M.

  • 701 institutional investors held Vanguard Total World Stock ETF (VT) as of Q3 2022, down from 708 in Q2 2022.
  • Funds reported $6.04B of Vanguard Total World Stock ETF stock for Q3 2022, down 8.6% quarter-over-quarter.
  • 56 funds opened new Vanguard Total World Stock ETF positions in Q3 2022 and 55 closed out, a net change of +1 holder.
  • The largest Vanguard Total World Stock ETF buyer in Q3 2022 was Wellington Management Group, an estimated $66.7M added.
  • The largest Vanguard Total World Stock ETF seller in Q3 2022 was Schroders, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2022.