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Vanguard Total World Stock ETF

362 hedge funds and large institutions have $2.72B invested in Vanguard Total World Stock ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 139 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 24

131% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $623K

78% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 78

38% more funds holding in top 10

Funds holding in top 10: 2636 (+10)

24% more funds holding

Funds holding: 293362 (+69)

23% more capital invested

Capital invested by funds: $2.22B → $2.72B (+$501M)

1.43% more ownership

Funds ownership: 23.85%25.29% (+1.4%)

Holders
362
Holders Change
+69
Holders Change %
+23.55%
% of All Funds
8.21%
Holding in Top 10
36
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+38.46%
% of All Funds
0.82%
New
93
Increased
139
Reduced
78
Closed
24
Calls
$1.44M
Puts
$623K
Net Calls
+$819K
Net Calls Change
-$928K
Name Holding Trade Value Shares
Change
Change in
Stake
APSP
326
Asset Planning Services (Pennsylvania)
Pennsylvania
$26K +$291 +4 +1%
PFA
327
Pathway Financial Advisors
Vermont
$26K +$25.6K +352 New
NSIM
328
North Star Investment Management
Illinois
$25K +$24.1K +332 New
FAIM
329
Financial Advocates Investment Management
Washington
$24K +$23.8K +328 New
BTIS
330
BB&T Investment Services
North Carolina
$23K +$22.1K +304 New
AWA
331
Acorn Wealth Advisors
Michigan
$21K +$19.7K +271 New
AIM
332
Advantage Investment Management
Iowa
$20K +$218 +3 +1%
SPI
333
Santori & Peters Inc
Pennsylvania
$16K +$16.1K +222 New
PO
334
Private Ocean
California
$15K +$1.74K +24 +10%
WIM
335
Westside Investment Management
California
$14.5K +$4.87K +67 +54%
VFA
336
Valeo Financial Advisors
Indiana
$13K +$7.19K +99 +125%
GAM
337
Gemmer Asset Management
California
$12K +$73 +1 +0.6%
PCP
338
Proficio Capital Partners
Massachusetts
$11K +$10.8K +148 New
GEA
339
Glen Eagle Advisors
New Jersey
$9.96K +$73 +1 +0.8%
LYV
340
Live Your Vision
Pennsylvania
$9K
LIA
341
LS Investment Advisors
Michigan
$8K
PFGIA
342
Patriot Financial Group Insurance Agency
Massachusetts
$8K
ME
343
McIlrath & Eck
Washington
$8K +$7.56K +104 New
WA
344
Waverly Advisors
Alabama
$7K +$6.54K +90 New
SIM
345
Sonora Investment Management
Arizona
$6.98K +$6.83K +94 New
PCFFS
346
Pacific Center for Financial Services
California
$6K
PS
347
Portfolio Strategies
New York
$6K +$5.89K +81 New
FWM
348
Focused Wealth Management
New York
$5K
WAS
349
Winch Advisory Services
Wisconsin
$5K +$73 +1 +1%
JWA
350
JFS Wealth Advisors
Pennsylvania
$4K +$218 +3 +6%

VT Hedge Fund Activity: Q4 2017 in Review

362 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2017, worth a combined $2.72B — up 23% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VT positions and 24 closed out — a net gain of 69 holders — while 139 added to existing stakes and 78 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $59.6M. The largest seller was Bank of Nova Scotia, cutting an estimated $26.9M.

  • 362 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $2.72B of Vanguard Total World Stock ETF stock for Q4 2017, up 23% quarter-over-quarter.
  • 93 funds opened new Vanguard Total World Stock ETF positions in Q4 2017 and 24 closed out, a net change of +69 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2017 was Jane Street, an estimated $59.6M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2017 was Bank of Nova Scotia, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2017.