We are live on ! Find out more
VT icon

Vanguard Total World Stock ETF

439 hedge funds and large institutions have $2.59B invested in Vanguard Total World Stock ETF in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 179 increasing their positions, 145 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 145

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

5% more call options, than puts

Call options by funds: $44.4M | Put options by funds: $42.2M

0% more funds holding

Funds holding: 438439 (+1)

2.9% less ownership

Funds ownership: 24%21.1% (-2.9%)

15% less capital invested

Capital invested by funds: $3.03B → $2.59B (-$444M)

15% less funds holding in top 10

Funds holding in top 10: 3429 (-5)

Holders
439
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
9.54%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.63%
New
38
Increased
179
Reduced
145
Closed
31
Calls
$44.4M
Puts
$42.2M
Net Calls
+$2.2M
Net Calls Change
+$7.11M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
301
TCI Wealth Advisors
Arizona
$308K +$296 +4 +0.1%
AWA
302
AmeriServ Wealth Advisors
Pennsylvania
$308K +$304K +4,100 New
IB
303
Intrust Bank
Kansas
$306K -$15.6K -210 -5%
CFB
304
Cullen/Frost Bankers
Texas
$305K
NNP
305
Nachman Norwood & Parrott
South Carolina
$303K -$5.26K -71 -2%
MWM
306
MorganRosel Wealth Management
Colorado
$302K +$815 +11 +0.3%
MM
307
Main Management
California
$298K
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$297K +$37.1K +500 +14%
ST
309
Smithfield Trust
Pennsylvania
$295K -$5.93K -80 -2%
MAA
310
Mraz Amerine & Associates
California
$293K +$289K +3,900 New
SC
311
SouthState Corp
Florida
$286K -$27.3K -368 -9%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$285K
HT
313
Heritage Trust
Oklahoma
$277K
FAM
314
Formidable Asset Management
Ohio
$277K +$273K +3,684 New
MWM
315
Modera Wealth Management
New Jersey
$274K +$3.33K +45 +1%
EF
316
Empirical Finance
Pennsylvania
$273K
SFA
317
Sequoia Financial Advisors
Ohio
$271K -$14.3K -193 -5%
BII
318
Bainco International Investors
Massachusetts
$271K
LIA
319
LBMC Investment Advisors
Tennessee
$271K +$2K +27 +0.8%
WWM
320
Windsor Wealth Management
Indiana
$271K +$265K +3,577 New
SFWC
321
Strategic Family Wealth Counselors
New Jersey
$270K
CA
322
Clearstead Advisors
Ohio
$265K +$1.85K +25 +0.7%
LRPA
323
L. Roy Papp & Associates
Arizona
$263K
GC
324
Garde Capital
Washington
$263K +$24.5K +330 +10%
CPA
325
Court Place Advisors
Maryland
$261K +$1.26K +17 +0.5%

VT Hedge Fund Activity: Q2 2019 in Review

439 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q2 2019, worth a combined $2.59B — down 15% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VT positions and 31 closed out — a net gain of 7 holders — while 179 added to existing stakes and 145 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $27.7M. The largest seller was Flow Traders U.S., cutting an estimated $147M.

  • 439 institutional investors held Vanguard Total World Stock ETF (VT) as of Q2 2019, up from 438 in Q1 2019.
  • Funds reported $2.59B of Vanguard Total World Stock ETF stock for Q2 2019, down 15% quarter-over-quarter.
  • 38 funds opened new Vanguard Total World Stock ETF positions in Q2 2019 and 31 closed out, a net change of +7 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q2 2019 was Mirae Asset Global Investments, an estimated $27.7M added.
  • The largest Vanguard Total World Stock ETF seller in Q2 2019 was Flow Traders U.S., an estimated $147M sold.

Based on aggregated 13F filings for Q2 2019.