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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
LIA
276
LS Investment Advisors
Michigan
$8K
MIM
277
Macroview Investment Management
Maryland
$7K
PFGIA
278
Patriot Financial Group Insurance Agency
Massachusetts
$7K
CGT
279
Capital Guardian Trust
California
$7K +$6.93K +100 New
VFA
280
Valeo Financial Advisors
Indiana
$6K +$5.48K +79 New
FWM
281
Focused Wealth Management
New York
$5K +$69 +1 +2%
WAS
282
Winch Advisory Services
Wisconsin
$5K +$4.64K +67 New
PCFFS
283
Pacific Center for Financial Services
California
$5K +$5.34K +77 New
JWA
284
JFS Wealth Advisors
Pennsylvania
$4K
SIA
285
Spruce Investment Advisors
Connecticut
$4K
BC
286
Barnett & Company
Tennessee
$4K +$4.16K +60 New
FFW
287
Fusion Family Wealth
New York
$3K
CPA
288
Clear Perspective Advisors
Illinois
$2K
IWM
289
IHT Wealth Management
Illinois
$2K
SIA
290
SeaBridge Investment Advisors
New Jersey
$2K
TCOV
291
Trust Company of Vermont
Vermont
$2K
HCA
292
Horan Capital Advisors
Ohio
$2K +$2.08K +30 New
Jane Street
293
Jane Street
New York
-$50.3M -725,358 Closed
Susquehanna International Group
294
Susquehanna International Group
Pennsylvania
-$7.57M -109,157 Closed
IUHSA
295
Itau Unibanco Holding S.A.
Brazil
-$4.06M -60,100 Closed
SPWA
296
SteelBridge Private Wealth Advisors
Florida
-$1.36M -20,060 Closed
HT
297
HighTower Trust
Texas
-$1.3M -19,284 Closed
RFS
298
Rockefeller Financial Services
New York
-$682K -10,100 Closed
SCA
299
Salient Capital Advisors
Texas
-$679K -10,062 Closed
B
300
Bridgeworth
Alabama
-$678K -10,046 Closed

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.