We are live on ! Find out more
VT icon

Vanguard Total World Stock ETF

266 hedge funds and large institutions have $1.66B invested in Vanguard Total World Stock ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 71 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 71

9% more capital invested

Capital invested by funds: $1.52B → $1.66B (+$142M)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less funds holding

Funds holding: 268266 (-2)

0.87% less ownership

Funds ownership: 23.07%22.2% (-0.87%)

11% less funds holding in top 10

Funds holding in top 10: 2724 (-3)

16% less call options, than puts

Call options by funds: $2.94M | Put options by funds: $3.51M

Holders
266
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
6.62%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.6%
New
38
Increased
93
Reduced
71
Closed
38
Calls
$2.94M
Puts
$3.51M
Net Calls
-$565K
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
251
UBS AM
Illinois
$13.6K +$13.3K +208 New
GAM
252
Gemmer Asset Management
California
$11K -$34.7K -542 -76%
PO
253
Private Ocean
California
$11K
AC
254
Alexandria Capital
Virginia
$11K +$2.62K +41 +33%
SEI Investments
255
SEI Investments
Pennsylvania
$8K -$2.98M -46,645 -100%
LYV
256
Live Your Vision
Pennsylvania
$8K
GI
257
Gradient Investments
Minnesota
$8K +$8.19K +128 New
LIA
258
LS Investment Advisors
Michigan
$7K
PFGIA
259
Patriot Financial Group Insurance Agency
Massachusetts
$6K
FWM
260
Focused Wealth Management
New York
$4K
SIA
261
Spruce Investment Advisors
Connecticut
$4K
JWA
262
JFS Wealth Advisors
Pennsylvania
$3K
WAS
263
Winch Advisory Services
Wisconsin
$3K +$3.2K +50 New
CPA
264
Clear Perspective Advisors
Illinois
$2K
SIA
265
SeaBridge Investment Advisors
New Jersey
$2K
IWM
266
IHT Wealth Management
Illinois
$2K +$1.53K +24 New
FTUS
267
Flow Traders U.S.
New York
-$53.9M -883,397 Closed
Citadel Advisors
268
Citadel Advisors
Florida
-$29.2M -479,179 Closed
CGT
269
Capital Guardian Trust
California
-$10.5M -171,736 Closed
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
-$6.42M -100,361 Closed
Envestnet Asset Management
271
Envestnet Asset Management
Illinois
-$5.26M -86,266 Closed
USAA
272
United Services Automobile Association
Texas
-$5.07M -83,154 Closed
RSA
273
Robertson Stephens Advisors
California
-$4.8M -78,677 Closed
PPA
274
Parametric Portfolio Associates
Washington
-$4.31M -70,712 Closed
MIS
275
Morningstar Investment Services
Illinois
-$3.97M -65,079 Closed

VT Hedge Fund Activity: Q1 2017 in Review

266 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2017, worth a combined $1.66B — up 9.4% from $1.52B a quarter earlier.

Fund positioning in VT was balanced in Q1 2017: 38 funds opened new positions, 38 closed out, 93 added to existing stakes and 71 trimmed.

The largest buyer was UBS Group, adding an estimated $145M. The largest seller was Jane Street, cutting an estimated $66.6M.

  • 266 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2017, down from 268 in Q4 2016.
  • Funds reported $1.66B of Vanguard Total World Stock ETF stock for Q1 2017, up 9.4% quarter-over-quarter.
  • 38 funds opened new Vanguard Total World Stock ETF positions in Q1 2017 and 38 closed out, a net change of 0 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2017 was UBS Group, an estimated $145M added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2017 was Jane Street, an estimated $66.6M sold.

Based on aggregated 13F filings for Q1 2017.