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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
CFGS
326
Concourse Financial Group Securities
Alabama
$256K
KPW
327
Kore Private Wealth
New York
$256K
RPGK
328
Retirement Planning Group (Kansas)
Kansas
$256K +$815 +11 +0.3%
PW
329
Peninsula Wealth
California
$256K +$5.11K +69 +2%
SFPM
330
Sensible Financial Planning & Management
Massachusetts
$254K +$296 +4 +0.1%
FA
331
Forefront Analytics
Pennsylvania
$253K +$148 +2 +0.1%
FANJ
332
Financial Architects (New Jersey)
New Jersey
$251K +$24.9K +336 +11%
LWM
333
Liberty Wealth Management
California
$249K +$67.4K +910 +38%
KWM
334
Kingsview Wealth Management
Oregon
$246K -$162K -2,187 -40%
CCP
335
Corient Capital Partners
California
$246K
OBWP
336
O'Brien Wealth Partners
Massachusetts
$241K +$593 +8 +0.3%
Nomura Asset Management
337
Nomura Asset Management
Japan
$241K +$33.3K +450 +16%
SIAS
338
Shine Investment Advisory Services
Colorado
$238K +$1.71K +23 +0.7%
AHC
339
Anderson Hoagland & Co
Missouri
$236K +$246K +3,317 New
CAM
340
Claret Asset Management
Quebec, Canada
$233K -$5.56K -75 -2%
MA
341
MUFG Americas
New York
$233K
GIA
342
Guyasuta Investment Advisors
Pennsylvania
$231K +$228K +3,080 New
KA
343
Kovack Advisors
Florida
$230K +$227K +3,062 New
KTC
344
Kistler-Tiffany Companies
Pennsylvania
$221K +$667 +9 +0.3%
AWA
345
Arete Wealth Advisors
Illinois
$218K +$215K +2,906 New
FG
346
Fiduciary Group
Georgia
$217K
RAM
347
Redmond Asset Management
Virginia
$217K +$214K +2,891 New
KCM
348
Kanawha Capital Management
Virginia
$216K +$213K +2,880 New
BAM
349
Belpointe Asset Management
Nevada
$215K +$212K +2,860 New
Bank of New York Mellon
350
Bank of New York Mellon
New York
$214K -$6.86M -92,553 -97%

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.