— Know what they know.
Not Investment Advice

VT

Vanguard Total World Stock ETF
1W: -0.5% 1M: +3.4% 3M: +4.9% YTD: +9.2% 1Y: +27.4% 3Y: +78.1% 5Y: +69.3%
$155.57
+0.36 (+0.23%)
 
Weekly Expected Move ±2.1%
$147 $150 $153 $157 $160
ETF AMEX · AUM $91.7B

Institutional Ownership — VT

1,310
Institutional Holders
+35 vs prior quarter
0.0%
Ownership
+0.00pp
18B
Total Invested
99
New Positions
558
Increased
455
Reduced
153
Closed
0.83
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1375 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Rakuten Investment Management, Inc. 31,010,194 4.8B +15,505,097 +100.0% 3Q SEC ↗
2 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 8,608,960 1.3B -8,200,830 -48.8% 13Q SEC ↗
3 MORGAN STANLEY 6,649,142 1.0B +1,562,614 +30.7% 12Q SEC ↗
4 BANK OF AMERICA CORP /DE 5,369,493 $835M +2,196,829 +69.2% 13Q SEC ↗
5 UBS Group AG 4,671,484 $727M +3,124,660 +202.0% 13Q SEC ↗
6 US BANCORP \DE 4,548,650 $708M +310,719 +7.3% 13Q SEC ↗
7 ENVESTNET ASSET MANAGEMENT INC 4,115,492 $640M +2,460,108 +148.6% 13Q SEC ↗
8 JANE STREET GROUP, LLC 3,600,100 $560M +2,998,909 +498.8% 13Q SEC ↗
9 SCHRODER INVESTMENT MANAGEMENT GROUP 2,983,473 $464M -762,439 -20.4% 13Q SEC ↗
10 NORTHERN TRUST CORP 2,485,624 $387M -35,893 -1.4% 13Q SEC ↗
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 2,312,323 $360M -97,240 -4.0% 13Q SEC ↗
12 ROYAL BANK OF CANADA 2,304,753 $359M +102,431 +4.7% 13Q SEC ↗
13 BRANDYWINE TRUST CO 2,071,874 $322M +64,091 +3.2% 13Q SEC ↗
14 ALLIANCEBERNSTEIN L.P. 1,707,244 $266M -13,973 -0.8% 12Q SEC ↗
15 ANGELES WEALTH MANAGEMENT, LLC 1,472,738 $229M +43,807 +3.1% 13Q SEC ↗
16 SCS Capital Management LLC 1,232,397 $192M +497,645 +67.7% 13Q SEC ↗
17 LPL Financial LLC 1,219,829 $190M +76,624 +6.7% 13Q SEC ↗
18 WELLS FARGO & COMPANY/MN 1,208,839 $188M +91,036 +8.1% 12Q SEC ↗
19 Bain Capital Public Equity, LP NEW 1,156,202 $180M +0.0% 1Q SEC ↗
20 Quantinno Capital Management LP 1,103,217 $172M -3,852 -0.3% 7Q SEC ↗
21 LOCKHEED MARTIN INVESTMENT MANAGEMENT 1,100,000 $171M -495,000 -31.0% 6Q SEC ↗
22 Global Endowment Management, LP 1,018,695 $158M +689,524 +209.5% 9Q SEC ↗
23 Rockefeller Capital Management L.P. 1,000,602 $156M -1,050,745 -51.2% 13Q SEC ↗
24 BROWN ADVISORY INC 920,278 $143M +663,894 +258.9% 12Q SEC ↗
25 Vernal Point Advisors, LLC 912,923 $142M +14,814 +1.6% 10Q SEC ↗
26 DC Investments Management, LLC 885,102 $138M +52,356 +6.3% 6Q SEC ↗
27 NEPC LLC 881,834 $137M -48,942 -5.3% 9Q SEC ↗
28 BARINGS LLC 866,336 $135M -18,520 -2.1% 13Q SEC ↗
29 Cetera Investment Advisers 848,100 $132M +81,021 +10.6% 13Q SEC ↗
30 Cerity Partners OCIO LLC 839,995 $131M -757,003 -47.4% 8Q SEC ↗
31 RAYMOND JAMES FINANCIAL INC 835,703 $130M -490,874 -37.0% 6Q SEC ↗
32 SBI Securities Co., Ltd. 791,922 $123M +7,305 +0.9% 6Q SEC ↗
33 Cresset Asset Management, LLC 791,069 $123M -32,113 -3.9% 13Q SEC ↗
34 UBS AM, a distinct business unit of UB 775,419 $121M +409,380 +111.8% 2Q SEC ↗
35 Mariner, LLC 772,787 $120M +79,707 +11.5% 13Q SEC ↗
36 MADRONE ADVISORS, LLC 751,043 $117M +55,150 +7.9% 13Q SEC ↗
37 Zhang Financial LLC 723,873 $113M +6,895 +1.0% 13Q SEC ↗
38 AMERIPRISE FINANCIAL INC 677,819 $105M -429 -0.1% 13Q SEC ↗
39 Corient Private Wealth LLC 655,991 $102M -723,908 -52.5% 13Q SEC ↗
40 Permanent Capital Management, LP 643,393 $100M +629,048 +4385.1% 3Q SEC ↗
41 Wind River Trust Co 626,805 $98M -10,532 -1.7% 13Q SEC ↗
42 Cerity Partners LLC 616,834 $96M +7,110 +1.2% 13Q SEC ↗
43 TIFF ADVISORY SERVICES, LLC 614,236 $96M +9,516 +1.6% 13Q SEC ↗
44 HighTower Advisors, LLC 594,703 $93M +16,690 +2.9% 13Q SEC ↗
45 Sageworth Trust Co 575,257 $89M -4,970 -0.9% 13Q SEC ↗
46 GOLDMAN SACHS GROUP INC 560,011 $87M -772,333 -58.0% 13Q SEC ↗
47 Allianz Asset Management GmbH 550,970 $86M -271,650 -33.0% 12Q SEC ↗
48 OneDigital Investment Advisors LLC 519,204 $81M -10,112 -1.9% 13Q SEC ↗
49 JONES FINANCIAL COMPANIES LLLP 497,680 $77M +199,468 +66.9% 13Q SEC ↗
50 JPMORGAN CHASE & CO 496,657 $77M -12,462 -2.4% 13Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Rakuten Investment Management, Inc. +15,505,097 +100.0% 31,010,194
UBS Group AG +3,124,660 +202.0% 4,671,484
JANE STREET GROUP, LLC +2,998,909 +498.8% 3,600,100
ENVESTNET ASSET MANAGEMENT INC +2,460,108 +148.6% 4,115,492
BANK OF AMERICA CORP /DE +2,196,829 +69.2% 5,369,493
MORGAN STANLEY +1,562,614 +30.7% 6,649,142
Global Endowment Management, LP +689,524 +209.5% 1,018,695
BROWN ADVISORY INC +663,894 +258.9% 920,278
Permanent Capital Management, LP +629,048 +4385.1% 643,393
SCS Capital Management LLC +497,645 +67.7% 1,232,397
UBS AM, a distinct business unit of +409,380 +111.8% 775,419
CITIGROUP INC +322,242 +719.3% 367,043
US BANCORP \DE +310,719 +7.3% 4,548,650
PRUDENTIAL PLC +291,700 +203.0% 435,400
Vestmark Advisory Solutions, Inc. +244,373 +16680.8% 245,838
ELEVATION POINT WEALTH PARTNERS, LL +231,447 +15798.4% 232,912
TSG Advice Partners, LLC +223,408 +4853.5% 228,011
JONES FINANCIAL COMPANIES LLLP +199,468 +66.9% 497,680
Addison Capital Co +122,635 +196.4% 185,084
ROYAL BANK OF CANADA +102,431 +4.7% 2,304,753
Biggest Decreases (20)
HolderReducedChange %Total Shares
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV -8,200,830 -48.8% 8,608,960
New England Private Wealth Advisors -2,356,503 -95.4% 114,199
Envestnet Portfolio Solutions, Inc. -2,124,846 -98.1% 41,563
Rockefeller Capital Management L.P. -1,050,745 -51.2% 1,000,602
GOLDMAN SACHS GROUP INC -772,333 -58.0% 560,011
SCHRODER INVESTMENT MANAGEMENT GROU -762,439 -20.4% 2,983,473
Cerity Partners OCIO LLC -757,003 -47.4% 839,995
Corient Private Wealth LLC -723,908 -52.5% 655,991
NATIONAL BANK OF CANADA /FI -639,718 -99.1% 5,553
LOCKHEED MARTIN INVESTMENT MANAGEME -495,000 -31.0% 1,100,000
RAYMOND JAMES FINANCIAL INC -490,874 -37.0% 835,703
BANK OF MONTREAL /CAN -441,123 -83.0% 90,106
Topor & Co. Korea -307,897 -57.7% 225,933
Allianz Asset Management GmbH -271,650 -33.0% 550,970
Stratos Wealth Partners, LTD. -259,299 -80.0% 65,001
Bank Julius Baer & Co. Ltd, Zurich -210,683 -57.8% 153,720
BANK OF NOVA SCOTIA -208,140 -85.3% 35,760
Battery Global Advisors, LLC -184,667 -98.0% 3,770
McKinley Carter Wealth Services, In -176,828 -68.9% 79,826
Align Financial, LLC -172,641 -99.3% 1,236

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms