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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
MGIA
151
Moneta Group Investment Advisors
Missouri
$1.26M -$194K -2,597 -13%
DCM
152
Disciplina Capital Management
Tennessee
$1.22M
EWM
153
Empirical Wealth Management
Washington
$1.21M -$60.9K -815 -5%
AIA
154
Angeles Investment Advisors
California
$1.21M +$1.2M +16,100 New
BC
155
Bartlett & Co
Ohio
$1.17M +$679K +9,092 +139%
BCWM
156
Bartlett & Co Wealth Management
Ohio
$1.17M +$679K +9,092 +139%
ASN
157
Advisory Services Network
Georgia
$1.15M
PIMG
158
Patriot Investment Management Group
Tennessee
$1.14M -$27.3K -366 -2%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$1.14M -$388K -5,192 -25%
SFS
160
Sowell Financial Services
Arkansas
$1.13M +$1.13M +15,123 New
VFA
161
Voya Financial Advisors
Connecticut
$1.13M +$211K +2,825 +23%
RC
162
RBF Capital
California
$1.12M
WS
163
Wedbush Securities
California
$1.09M +$19.7K +264 +2%
SMC
164
Smith, Moore & Co
Missouri
$1.08M -$20.9K -280 -2%
CCA
165
Cobblestone Capital Advisors
New York
$1.07M -$2.99K -40 -0.3%
LCS
166
Levin Capital Strategies
New York
$1.07M +$296K +3,965 +38%
State Street
167
State Street
Massachusetts
$1.03M -$13.2K -177 -1%
1WA
168
180 Wealth Advisors
Washington
$1.03M -$8.59K -115 -0.8%
PP
169
PagnatoKarp Partners
Virginia
$1.02M +$3.59K +48 +0.4%
VA
170
Valmark Advisers
Ohio
$1M -$33.3K -446 -3%
SP
171
Sarasin & Partners
United Kingdom
$964K
WA
172
WBH Advisory
Maryland
$936K
IC
173
InterOcean Capital
Illinois
$933K
SNBOSD
174
Security National Bank of So Dak
Iowa
$927K +$99.5K +1,332 +12%
DADC
175
D.A. Davidson & Co
Montana
$924K -$168K -2,245 -15%

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.