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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
NG
101
Northstar Group
New York
$2.35M +$114K +1,529 +5%
RCG
102
Ruggie Capital Group
Florida
$2.33M +$2.32M +31,099 New
WAS
103
WESPAC Advisors SoCal
California
$2.3M +$273K +3,655 +14%
LK
104
Lumbard & Kellner
New Hampshire
$2.26M -$42.6K -570 -2%
JIC
105
Joel Isaacson & Co
New York
$2.21M -$672 -9 -0%
CIA
106
Choate Investment Advisors
Massachusetts
$2.07M -$7.92K -106 -0.4%
SI
107
Stephens Inc
Arkansas
$2.07M +$165K +2,213 +9%
LIM
108
Leavell Investment Management
Alabama
$2.03M -$18.7K -250 -0.9%
ACA
109
Atlas Capital Advisors
Wyoming
$2.02M +$147K +1,970 +8%
CAGAS
110
Capital Advisory Group Advisory Services
Minnesota
$1.98M -$46.7K -625 -2%
MIAN
111
Mariner Independent Advisor Network
Kansas
$1.92M -$981K -13,127 -34%
Deutsche Bank
112
Deutsche Bank
Germany
$1.82M -$2.1M -28,086 -54%
Vanguard Group
113
Vanguard Group
Pennsylvania
$1.82M +$269K +3,602 +17%
CCWA
114
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.8M
RWA
115
Ropes Wealth Advisors
Massachusetts
$1.78M +$494K +6,613 +39%
WFPG
116
Waller Financial Planning Group
Ohio
$1.77M -$201K -2,695 -10%
NWP
117
Northstar Wealth Partners
Connecticut
$1.7M
TTWM
118
TCV Trust & Wealth Management
Virginia
$1.69M -$37.7K -505 -2%
FA
119
FCG Advisors
New Jersey
$1.68M +$89.9K +1,204 +6%
FHA
120
Flagship Harbor Advisors
Massachusetts
$1.67M -$298K -3,989 -15%
AWM
121
AllSquare Wealth Management
New York
$1.67M -$103K -1,381 -6%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$1.66M +$22.5K +301 +1%
BF
123
BOK Financial
Oklahoma
$1.65M
KP
124
Keel Point
Alabama
$1.59M -$117K -1,569 -7%
A
125
AdvicePeriod
California
$1.58M -$63.9K -856 -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.