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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
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$254M +$252M +3,379,199 +23,361%
Bank of America
2
Bank of America
North Carolina
$206M -$4.17M -55,857 -2%
UBS Group
3
UBS Group
Switzerland
$184M -$29.1M -389,078 -14%
Morgan Stanley
4
Morgan Stanley
New York
$180M -$5.39M -72,179 -3%
Wells Fargo
5
Wells Fargo
California
$177M -$8.83M -118,153 -5%
CA
6
Cambridge Associates
Massachusetts
$114M -$15.3M -205,033 -12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$62.8M -$31.7M -424,217 -34%
WRTC
8
Wind River Trust Company
Wyoming
$56.9M +$111K +1,487 +0.2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$51.8M +$4.39M +58,801 +9%
K
10
Kemper
Illinois
$50.5M -$5.68M -76,000 -10%
S
11
SignatureFD
Georgia
$48.4M +$2.76M +36,992 +6%
ACA
12
Ackerman Capital Advisors
Texas
$47.1M +$1.15M +15,459 +3%
LPL Financial
13
LPL Financial
California
$45.9M +$1.14M +15,278 +3%
Goldman Sachs
14
Goldman Sachs
New York
$42.7M +$2.36M +31,595 +6%
PWPCM
15
Perella Weinberg Partners Capital Management
New York
$42.3M -$22.8M -305,489 -35%
BTS
16
BB&T Securities
Virginia
$41M -$984K -13,176 -2%
Allianz Asset Management
17
Allianz Asset Management
Germany
$36.7M -$2.48M -33,181 -6%
BS
18
Banco Santander
Spain
$32.3M +$10.1M +134,691 +45%
MA
19
Mangham Associates
Virginia
$30.9M -$651K -8,713 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$30.7M +$1.06M +14,135 +4%
Ameriprise
21
Ameriprise
Minnesota
$30M +$591K +7,915 +2%
RJA
22
Raymond James & Associates
Florida
$25.8M -$1.06M -14,233 -4%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$25M +$328K +4,396 +1%
LWA
24
Lenox Wealth Advisors
New York
$24M +$1.01M +13,554 +4%
AIA
25
Arbor Investment Advisors
North Carolina
$21M +$163K +2,183 +0.8%

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.