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Vanguard Total World Stock ETF

436 hedge funds and large institutions have $2.59B invested in Vanguard Total World Stock ETF in 2019 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 151 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $4.67M | Put options by funds: $3.59M

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

0.65% more ownership

Funds ownership: 21.1%21.75% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

0% less capital invested

Capital invested by funds: $2.59B → $2.59B (-$600K)

1% less funds holding

Funds holding: 439436 (-3)

3% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 151

Holders
436
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
9.56%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
44
Increased
146
Reduced
151
Closed
40
Calls
$4.67M
Puts
$3.59M
Net Calls
+$1.08M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
351
Belpointe Asset Management
Nevada
$214K
CF
352
Corrigan Financial
Rhode Island
$211K
SWM
353
Sanctuary Wealth Management
Idaho
$209K +$4.18K +56 +2%
KWM
354
Kingsview Wealth Management
Oregon
$208K -$37.4K -500 -15%
RCS
355
Retirement Capital Strategies
California
$206K +$206K +2,754 New
HP
356
HT Partners
Connecticut
$204K
Bank of New York Mellon
357
Bank of New York Mellon
New York
$203K -$10.3K -138 -5%
SS
358
Simplicity Solutions
Minnesota
$201K +$201K +2,693 New
LWM
359
Liberty Wealth Management
California
$199K -$47.9K -641 -19%
KTC
360
Kistler-Tiffany Companies
Pennsylvania
$198K -$21.6K -289 -10%
GRP
361
Global Retirement Partners
California
$198K -$8.89K -119 -4%
SFSIG
362
San Francisco Sentry Investment Group
California
$197K
AP
363
Arlington Partners
Alabama
$196K -$9.19K -123 -4%
SMFG
364
Sumitomo Mitsui Financial Group
Japan
$195K
AWM
365
Avior Wealth Management
Nebraska
$190K -$3.66K -49 -2%
ACM
366
AUA Capital Management
Pennsylvania
$189K
RFM
367
Royal Fund Management
Florida
$170K -$19.9K -267 -10%
GWM
368
Geneos Wealth Management
Colorado
$157K -$75 -1 -0%
TRCT
369
Tower Research Capital (TRC)
New York
$155K +$154K +2,067 New
FHA
370
First Horizon Advisors
Tennessee
$149K +$149K +1,994 New
US Bancorp
371
US Bancorp
Minnesota
$148K +$31.5K +422 +27%
WAP
372
Wealthcare Advisory Partners
Pennsylvania
$118K +$90.3K +1,209 +329%
CTC
373
Central Trust Company
Missouri
$115K +$115K +1,535 New
WEC
374
Winslow Evans & Crocker
Massachusetts
$114K +$19K +254 +20%
William Blair & Company
375
William Blair & Company
Illinois
$111K +$3.96K +53 +4%

VT Hedge Fund Activity: Q3 2019 in Review

436 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q3 2019, worth a combined $2.59B — down 0.02% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VT positions and 40 closed out — a net gain of 4 holders — while 146 added to existing stakes and 151 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $252M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $67.6M sold.

  • 436 institutional investors held Vanguard Total World Stock ETF (VT) as of Q3 2019, down from 439 in Q2 2019.
  • Funds reported $2.59B of Vanguard Total World Stock ETF stock for Q3 2019, down 0.02% quarter-over-quarter.
  • 44 funds opened new Vanguard Total World Stock ETF positions in Q3 2019 and 40 closed out, a net change of +4 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q3 2019 was Bank of Nova Scotia, an estimated $252M added.
  • The largest Vanguard Total World Stock ETF seller in Q3 2019 was Mirae Asset Global Investments, an estimated $67.6M sold.

Based on aggregated 13F filings for Q3 2019.