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
SPC
76
Sigma Planning Corp
Michigan
$4.1M +$496K +6,693 +14%
TIM
77
Tortoise Investment Management
New York
$4.04M -$355K -4,785 -8%
BEAM
78
Baker Ellis Asset Management
Washington
$4.03M -$29.1K -392 -0.7%
V
79
Veritable
Delaware
$4.02M -$24.8K -335 -0.6%
UCFA
80
United Capital Financial Advisors
Texas
$3.97M +$2.88M +38,913 +279%
LOAMS
81
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.97M +$2.01M +27,086 +105%
Deutsche Bank
82
Deutsche Bank
Germany
$3.94M +$2.3M +31,021 +144%
ACI
83
Alpha Cubed Investments
California
$3.61M +$127K +1,720 +4%
NEPWA
84
New England Private Wealth Advisors
Massachusetts
$3.55M +$245K +3,304 +8%
RWM
85
Ritholtz Wealth Management
New York
$3.44M +$601K +8,114 +22%
MML Investors Services
86
MML Investors Services
Massachusetts
$3.33M +$278K +3,749 +9%
Kovitz Investment Group Partners
87
Kovitz Investment Group Partners
Illinois
$3.29M +$10.7K +145 +0.3%
SPIO
88
Seven Post Investment Office
California
$3.23M +$43.6K +589 +1%
MFW
89
Meristem Family Wealth
Minnesota
$3.23M
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$3.21M +$45.9K +620 +1%
PAG
91
Private Advisor Group
New Jersey
$3.19M +$221K +2,977 +8%
M&T Bank
92
M&T Bank
New York
$3M
HIM
93
Hanlon Investment Management
New Jersey
$2.97M
MIAN
94
Mariner Independent Advisor Network
Kansas
$2.96M -$51.7K -698 -2%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$2.83M +$279K +3,763 +11%
WCM
96
Windham Capital Management
Massachusetts
$2.82M +$9.56K +129 +0.3%
SCM
97
SCS Capital Management
Massachusetts
$2.53M +$1.49M +20,109 +148%
MF
98
Manchester Financial
California
$2.52M +$222K +3,001 +10%
Fisher Asset Management
99
Fisher Asset Management
Washington
$2.51M +$233K +3,150 +10%
VCAM
100
Van Cleef Asset Management
Ohio
$2.49M

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.