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Vanguard Total World Stock ETF

293 hedge funds and large institutions have $2.22B invested in Vanguard Total World Stock ETF in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $2.93M | Put options by funds: $1.18M

92% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 66

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

6% more capital invested

Capital invested by funds: $2.09B → $2.22B (+$135M)

4% more funds holding

Funds holding: 281293 (+12)

0.35% less ownership

Funds ownership: 24.2%23.85% (-0.35%)

Holders
293
Holders Change
+12
Holders Change %
+4.27%
% of All Funds
7.3%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.65%
New
33
Increased
127
Reduced
66
Closed
19
Calls
$2.93M
Puts
$1.18M
Net Calls
+$1.75M
Net Calls Change
+$410K
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
226
Capital Advisors Inc
Oklahoma
$203K -$21.5K -310 -10%
BJL
227
Brighton Jones LLC
Washington
$202K +$198K +2,860 New
SFG
228
SNS Financial Group
Minnesota
$200K +$196K +2,832 New
IA
229
IFP Advisors
Florida
$189K +$624 +9 +0.3%
AWM
230
Avior Wealth Management
Nebraska
$187K -$15.1K -218 -8%
SMFG
231
Sumitomo Mitsui Financial Group
Japan
$184K
ACM
232
AUA Capital Management
Pennsylvania
$179K
SFSIG
233
San Francisco Sentry Investment Group
California
$171K +$159K +2,287 +1,830%
CPIG
234
Chicago Partners Investment Group
Illinois
$163K +$159K +2,300 New
HT
235
Heritage Trust
Oklahoma
$152K +$4.16K +60 +3%
BBPWM
236
Blue Bell Private Wealth Management
Pennsylvania
$140K
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$115K +$113K +1,629 New
RCA
238
Rowland Carmichael Advisors
Arizona
$107K
JFA
239
JNBA Financial Advisors
Minnesota
$104K
SBL
240
Sargent Bickham Lagudis
Colorado
$101K -$25.2K -364 -20%
TCM
241
TD Capital Management
Tennessee
$98K +$416 +6 +0.4%
OIA
242
OneDigital Investment Advisors
Kansas
$95K -$6.59K -95 -7%
PSW
243
Portfolio Strategies (Washington)
Washington
$89K
GRP
244
Global Retirement Partners
California
$87K
WEC
245
Winslow Evans & Crocker
Massachusetts
$84.9K -$8.32K -120 -9%
WT
246
Whittier Trust
California
$81K
NFG
247
Next Financial Group
Texas
$76K -$174K -2,511 -70%
BAM
248
Barrett Asset Management
New York
$71K -$20.8K -300 -23%
TRCT
249
Tower Research Capital (TRC)
New York
$71K +$34.6K +499 +100%
WPA
250
West Paces Advisors
Georgia
$70.7K

VT Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q3 2017, worth a combined $2.22B — up 6.4% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VT positions and 19 closed out — a net gain of 14 holders — while 127 added to existing stakes and 66 trimmed.

The largest buyer was Cambridge Associates, adding an estimated $34.1M. The largest seller was Jane Street, exiting entirely with an estimated $50.3M sold.

  • 293 institutional investors held Vanguard Total World Stock ETF (VT) as of Q3 2017, up from 281 in Q2 2017.
  • Funds reported $2.22B of Vanguard Total World Stock ETF stock for Q3 2017, up 6.4% quarter-over-quarter.
  • 33 funds opened new Vanguard Total World Stock ETF positions in Q3 2017 and 19 closed out, a net change of +14 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q3 2017 was Cambridge Associates, an estimated $34.1M added.
  • The largest Vanguard Total World Stock ETF seller in Q3 2017 was Jane Street, an estimated $50.3M sold.

Based on aggregated 13F filings for Q3 2017.