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Vanguard Total World Stock ETF

158 hedge funds and large institutions have $448M invested in Vanguard Total World Stock ETF in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $604K

187% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 23

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

7% more funds holding

Funds holding: 148158 (+10)

6% more capital invested

Capital invested by funds: $423M → $448M (+$25M)

0.32% more ownership

Funds ownership: 12.05%12.37% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
158
Holders Change
+10
Holders Change %
+6.76%
% of All Funds
4.59%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
20
Increased
66
Reduced
23
Closed
9
Calls
$2.2M
Puts
$604K
Net Calls
+$1.6M
Net Calls Change
+$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
51
Huntington National Bank
Ohio
$973K
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$947K
SFM
53
Signature Financial Management
Virginia
$942K +$30.1K +486 +3%
Comerica Bank
54
Comerica Bank
Texas
$941K +$161K +2,600 +20%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$856K -$10.3K -166 -1%
TYCC
56
Texas Yale Capital Corp
Florida
$832K +$6.14K +99 +0.7%
CA
57
Cambridge Associates
Massachusetts
$784K -$4.46M -71,967 -85%
LNC
58
Lincoln National Corp
Pennsylvania
$735K -$170K -2,734 -18%
BSB
59
Bangor Savings Bank
Maine
$712K +$198K +3,195 +37%
CCA
60
Cobblestone Capital Advisors
New York
$690K
VFS
61
VSR Financial Services
Kansas
$681K +$162K +2,612 +30%
SCA
62
Salient Capital Advisors
Texas
$674K
HIM
63
Hanlon Investment Management
New Jersey
$649K
SIM
64
Sigma Investment Management
Oregon
$635K
MC
65
Moors & Cabot
Massachusetts
$634K +$24.9K +401 +4%
SMC
66
Smith, Moore & Co
Missouri
$628K
CAMI
67
Concord Asset Management (Illinois)
Illinois
$628K +$155K +2,495 +32%
WA
68
WBH Advisory
Maryland
$598K -$744 -12 -0.1%
RBC
69
Ronald Blue & Co
Georgia
$590K
RNS
70
Robert N. Shapiro
$586K
WP
71
WMS Partners
Maryland
$566K +$43.5K +701 +8%
UR
72
USCA RIA
Texas
$547K +$1.3K +21 +0.2%
IC
73
Iconiq Capital
California
$539K
NPC
74
National Planning Corporation
California
$527K +$121K +1,953 +28%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$524K +$50.5K +815 +10%