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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
V
76
Veritable
Delaware
$4.05M +$51.5K +690 +1%
AssetMark Inc
77
AssetMark Inc
California
$3.94M +$3.94M +52,676 +109,742%
BEAM
78
Baker Ellis Asset Management
Washington
$3.89M -$124K -1,660 -3%
JWS
79
Juncture Wealth Strategies
Arizona
$3.63M -$1.94M -25,987 -35%
ACI
80
Alpha Cubed Investments
California
$3.58M -$17.1K -229 -0.5%
NEPWA
81
New England Private Wealth Advisors
Massachusetts
$3.55M +$19.5K +261 +0.6%
RWM
82
Ritholtz Wealth Management
New York
$3.53M +$101K +1,346 +3%
TIM
83
Tortoise Investment Management
New York
$3.5M -$527K -7,050 -13%
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$3.45M -$8.96M -119,943 -72%
PAG
85
Private Advisor Group
New Jersey
$3.26M +$86.7K +1,161 +3%
SPIO
86
Seven Post Investment Office
California
$3.21M +$672 +9 +0%
MFW
87
Meristem Family Wealth
Minnesota
$3.21M
IUHSA
88
Itau Unibanco Holding S.A.
Brazil
$3.17M +$725K +9,700 +30%
IC
89
Iconiq Capital
California
$3.09M +$1.23M +16,521 +67%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$3.02M -$175K -2,343 -5%
MML Investors Services
91
MML Investors Services
Massachusetts
$2.91M -$397K -5,318 -12%
M&T Bank
92
M&T Bank
New York
$2.87M -$109K -1,460 -4%
WCM
93
Windham Capital Management
Massachusetts
$2.81M +$2.62K +35 +0.1%
Fisher Asset Management
94
Fisher Asset Management
Washington
$2.76M +$261K +3,492 +10%
BCA
95
Berman Capital Advisors
Georgia
$2.61M +$1.09M +14,539 +71%
BSB
96
Bangor Savings Bank
Maine
$2.48M +$390K +5,225 +19%
MF
97
Manchester Financial
California
$2.46M -$49.8K -666 -2%
VCAM
98
Van Cleef Asset Management
Ohio
$2.44M -$39.2K -525 -2%
LC
99
Lindbrook Capital
California
$2.4M -$7.92K -106 -0.3%
TA
100
Tiedemann Advisors
New York
$2.38M +$489K +6,540 +26%

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.