We are live on ! Find out more
VT icon

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
MIAN
101
Mariner Independent Advisor Network
Kansas
$2.69M +$2.76M +39,489 New
M&T Bank
102
M&T Bank
New York
$2.66M -$196K -2,799 -6%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$2.61M +$446K +6,371 +19%
LK
104
Lumbard & Kellner
New Hampshire
$2.58M -$38.5K -550 -1%
BSB
105
Bangor Savings Bank
Maine
$2.58M +$52.3K +747 +2%
MML Investors Services
106
MML Investors Services
Massachusetts
$2.58M +$236K +3,367 +9%
IUHSA
107
Itau Unibanco Holding S.A.
Brazil
$2.56M -$1.13M -16,200 -29%
SNBOSD
108
Security National Bank of So Dak
Iowa
$2.54M +$2.71M +38,794 New
LC
109
Lindbrook Capital
California
$2.48M +$2.65M +37,875 New
JP Morgan Chase
110
JP Morgan Chase
New York
$2.46M +$768K +10,978 +41%
KP
111
Keel Point
Alabama
$2.38M +$2.55M +36,417 New
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$2.26M +$44.2K +632 +2%
VCAM
113
Van Cleef Asset Management
Ohio
$2.17M – – –
FAAS
114
First Allied Advisory Services
California
$2.17M +$1.2M +17,108 +107%
JCM
115
Janney Capital Management
Pennsylvania
$2.15M +$2.3M +32,837 New
Deutsche Bank
116
Deutsche Bank
Germany
$2.1M +$783K +11,191 +53%
IC
117
Iconiq Capital
California
$2.08M +$53.9K +770 +2%
TTWM
118
TCV Trust & Wealth Management
Virginia
$2.05M -$280K -4,000 -11%
SMC
119
Smith, Moore & Co
Missouri
$2M +$1.83M +26,142 +602%
JIC
120
Joel Isaacson & Co
New York
$1.98M +$83K +1,186 +4%
RC
121
RBF Capital
California
$1.96M +$2.1M +30,000 New
NG
122
Northstar Group
New York
$1.88M -$227K -3,248 -10%
MF
123
Manchester Financial
California
$1.87M +$2M +28,613 New
WFPG
124
Waller Financial Planning Group
Ohio
$1.82M +$1.95M +27,868 New
LIM
125
Leavell Investment Management
Alabama
$1.79M – – –
3 4
5
6 7

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.