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Vanguard Total World Stock ETF

520 hedge funds and large institutions have $3.58B invested in Vanguard Total World Stock ETF in 2019 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 196 increasing their positions, 111 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 24

77% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 111

41% more funds holding in top 10

Funds holding in top 10: 2941 (+12)

38% more capital invested

Capital invested by funds: $2.59B → $3.58B (+$989M)

19% more funds holding

Funds holding: 436520 (+84)

4.63% more ownership

Funds ownership: 21.75%26.38% (+4.6%)

66% less call options, than puts

Call options by funds: $2.35M | Put options by funds: $6.91M

Holders
520
Holders Change
+84
Holders Change %
+19.27%
% of All Funds
10.25%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.81%
New
113
Increased
196
Reduced
111
Closed
24
Calls
$2.35M
Puts
$6.91M
Net Calls
-$4.56M
Net Calls Change
-$5.64M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Rakuten Investment Management
Japan
$318M +$305M +3,920,897 New
Bank of America
2
Bank of America
North Carolina
$249M +$25M +320,977 +12%
UBS Group
3
UBS Group
Switzerland
$210M +$9.79M +125,793 +5%
Morgan Stanley
4
Morgan Stanley
New York
$193M -$1.67M -21,455 -0.9%
Wells Fargo
5
Wells Fargo
California
$189M -$2.18M -28,014 -1%
CA
6
Cambridge Associates
Massachusetts
$123M +$127K +1,636 +0.1%
AssetMark Inc
7
AssetMark Inc
California
$111M +$103M +1,323,369 +2,510%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$95.4M -$172M -2,216,100 -65%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$82.1M +$77.5M +996,029 +5,461%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$71.9M +$3.72M +47,857 +6%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$62.5M +$6.13M +78,759 +11%
WRTC
12
Wind River Trust Company
Wyoming
$61.1M -$455K -5,851 -0.8%
S
13
SignatureFD
Georgia
$58M +$5.38M +69,117 +11%
K
14
Kemper
Illinois
$54.7M
PWPCM
15
Perella Weinberg Partners Capital Management
New York
$53.1M +$7.01M +90,134 +16%
LPL Financial
16
LPL Financial
California
$51.1M +$1.34M +17,163 +3%
ACA
17
Ackerman Capital Advisors
Texas
$50.6M -$361K -4,643 -0.7%
Truist Financial
18
Truist Financial
North Carolina
$47.3M +$45.4M +583,673 New
Citadel Advisors
19
Citadel Advisors
Florida
$44.1M +$42.4M +545,044 New
Goldman Sachs
20
Goldman Sachs
New York
$42.3M -$3.81M -49,004 -9%
Allianz Asset Management
21
Allianz Asset Management
Germany
$41.8M +$1.97M +25,265 +5%
FWIA
22
Fort Washington Investment Advisors
Ohio
$40.1M +$38.5M +494,534 New
BS
23
Banco Santander
Spain
$37.6M +$2.57M +33,095 +8%
USAA
24
United Services Automobile Association
Texas
$36.5M +$28.4M +365,472 +418%
Ameriprise
25
Ameriprise
Minnesota
$35.7M +$3.28M +42,110 +11%

VT Hedge Fund Activity: Q4 2019 in Review

520 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2019, worth a combined $3.58B — up 38% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new VT positions and 24 closed out — a net gain of 89 holders — while 196 added to existing stakes and 111 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $103M. The largest seller was Bank of Nova Scotia, cutting an estimated $172M.

  • 520 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2019, up from 436 in Q3 2019.
  • Funds reported $3.58B of Vanguard Total World Stock ETF stock for Q4 2019, up 38% quarter-over-quarter.
  • 113 funds opened new Vanguard Total World Stock ETF positions in Q4 2019 and 24 closed out, a net change of +89 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2019 was AssetMark Inc, an estimated $103M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2019 was Bank of Nova Scotia, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2019.