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Vanguard Total World Stock ETF
VT

417 hedge funds and large institutions have $3.79B invested in Vanguard Total World Stock ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 137 increasing their positions, 120 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 57

34% more capital invested

Capital invested by funds: $2.83B → $3.79B (+$963M)

26% more funds holding in top 10

Funds holding in top 10: 31 → 39 (+8)

14% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 120

11.26% more ownership

Funds ownership: 21.68% → 32.94% (+11%)

10% more funds holding

Funds holding: 378 → 417 (+39)

7% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $1.41M

Holders
417
Holders Change
+39
Holders Change %
+10.32%
% of All Funds
9.29%
Holding in Top 10
39
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25.81%
% of All Funds
0.87%
New
103
Increased
137
Reduced
120
Closed
57
Calls
$1.51M
Puts
$1.41M
Net Calls
+$100K
Net Calls Change
-$484K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$319M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$287M
3
Bank of America
Bank of America
North Carolina
+$265M
4
Bessemer Group
Bessemer Group
New Jersey
+$234M
5
BlackRock
BlackRock
New York
+$129M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$120M
2
AIM
Allen Investment Management
New York
-$46.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$31.4M
4
SFM
Signature Financial Management
Virginia
-$30.5M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$28.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
76
Lehman & Derafelo Financial Resources
Pennsylvania
$4.8M +$5.13M +73,300 New
SHCM
77
Stokes & Hubbell Capital Management
Louisiana
$4.67M +$749K +10,708 +18%
TA
78
Tiedemann Advisors
New York
$4.51M – – –
SNBOSCI
79
Security National Bank of Sioux City Iowa
Iowa
$4.42M +$3.04M +43,451 +180%
PAG
80
Private Advisor Group
New Jersey
$4.09M +$506K +7,233 +13%
TIM
81
Tortoise Investment Management
New York
$4.06M +$646K +9,226 +17%
WA
82
WestEnd Advisors
North Carolina
$3.98M +$4.24M +60,572 +29,262%
AIA
83
Angeles Investment Advisors
California
$3.92M +$4.19M +59,850 New
BWM
84
Bernicke Wealth Management
Wisconsin
$3.87M +$236K +3,371 +6%
EVM
85
Eaton Vance Management
Massachusetts
$3.82M -$56K -800 -1%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$3.77M -$237K -3,386 -6%
RG
87
Rathbones Group
United Kingdom
$3.6M -$19.9K -285 -0.5%
BEAM
88
Baker Ellis Asset Management
Washington
$3.57M -$305K -4,360 -7%
V
89
Veritable
Delaware
$3.54M – – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$3.37M -$14M -199,813 -80%
Brown Advisory
91
Brown Advisory
Maryland
$3.26M +$3.28M +46,903 +1,639%
LC
92
Lourd Capital
California
$3.13M +$3.35M +47,884 New
NCMW
93
Northern Capital Management (Wisconsin)
Wisconsin
$3.12M +$483K +6,895 +17%
CGT
94
Capital Guardian Trust
California
$3.1M +$2.98M +42,653 +895%
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$3.06M -$286K -4,086 -8%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$2.95M -$74K -1,057 -2%
AFA
97
Arlington Financial Advisors
California
$2.85M +$3.05M +43,567 New
SPIO
98
Seven Post Investment Office
California
$2.77M -$3.15K -45 -0.1%
MFW
99
Meristem Family Wealth
Minnesota
$2.75M +$171K +2,445 +6%
Northern Trust
100
Northern Trust
Illinois
$2.73M +$977K +13,961 +50%
2 3
4
5 6

VT Hedge Fund Activity: Q4 2018 in Review

417 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2018, worth a combined $3.79B — up 34% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VT positions and 57 closed out — a net gain of 46 holders — while 137 added to existing stakes and 120 trimmed.

The largest buyer was UBS Group, adding an estimated $319M. The largest seller was AssetMark Inc, cutting an estimated $120M.

  • 417 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2018, up from 378 in Q3 2018.
  • Funds reported $3.79B of Vanguard Total World Stock ETF stock for Q4 2018, up 34% quarter-over-quarter.
  • 103 funds opened new Vanguard Total World Stock ETF positions in Q4 2018 and 57 closed out, a net change of +46 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2018 was UBS Group, an estimated $319M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2018 was AssetMark Inc, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2018.