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
AI
51
Accredited Investors
Minnesota
$3.34M -$558K -8,724 -15%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$3.33M +$89.9K +1,405 +3%
BEAM
53
Baker Ellis Asset Management
Washington
$3.27M -$12.8K -200 -0.4%
RG
54
Rathbones Group
United Kingdom
$3.21M +$159K +2,490 +5%
NEPWA
55
New England Private Wealth Advisors
Massachusetts
$3.14M +$2.88K +45 +0.1%
BSB
56
Bangor Savings Bank
Maine
$3.03M +$84.9K +1,327 +3%
Creative Planning
57
Creative Planning
Kansas
$2.94M +$300K +4,695 +12%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$2.75M +$1.41M +22,018 +109%
AG
59
Advisor Group
Arizona
$2.71M +$771K +12,062 +41%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$2.7M +$2.42M +37,767 +1,049%
SPIO
61
Seven Post Investment Office
California
$2.7M +$25.6K +400 +1%
OMC
62
Old Mission Capital
Illinois
$2.67M -$21.6M -337,554 -89%
TTWM
63
TCV Trust & Wealth Management
Virginia
$2.49M -$76.7K -1,200 -3%
Citigroup
64
Citigroup
New York
$2.41M -$293K -4,580 -11%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$2.41M +$352K +5,500 +18%
OBWP
66
O'Brien Wealth Partners
Massachusetts
$2.36M +$159K +2,491 +7%
SI
67
SII Investments
Wisconsin
$2.22M -$349K -5,464 -14%
VCAM
68
Van Cleef Asset Management
Ohio
$2.21M
HighTower Advisors
69
HighTower Advisors
Illinois
$2.1M +$278K +4,349 +16%
NPC
70
National Planning Corporation
California
$1.98M +$79.6K +1,244 +4%
CHP
71
Cable Hill Partners
Oregon
$1.98M -$6.24M -97,624 -76%
CDIA
72
Capital Directions Investment Advisors
Georgia
$1.97M -$4.18M -65,288 -68%
LOAMS
73
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.97M +$1.23M +19,202 +175%
IUHSA
74
Itau Unibanco Holding S.A.
Brazil
$1.89M -$480K -7,500 -21%
AWM
75
AllSquare Wealth Management
New York
$1.86M -$38.5K -602 -2%

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.