We are live on ! Find out more
VT icon

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
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$8.16M +$688K +9,464 +9%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$7.97M +$4M +55,034 +105%
RJA
53
Raymond James & Associates
Florida
$7.67M -$106K -1,464 -1%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$7.65M +$905K +12,458 +14%
Prudential Financial
55
Prudential Financial
New Jersey
$7.51M +$7.35M +101,200 New
ZF
56
Zhang Financial
Michigan
$7.4M -$362K -4,987 -5%
LRIA
57
Leonard Rickey Investment Advisors
Washington
$7.23M +$7.08M +97,408 New
AG
58
Advisor Group
Arizona
$7.18M +$774K +10,645 +12%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$7.12M -$244K -3,363 -3%
PPA
60
Parametric Portfolio Associates
Washington
$6.6M +$5.27M +72,571 +447%
HCA
61
Hillview Capital Advisors
Pennsylvania
$6.54M -$171K -2,353 -3%
SQA
62
Simon Quick Advisors
New Jersey
$5.95M +$3.48M +47,842 +170%
OAJ
63
Ogorek Anthony Joseph
New York
$5.72M -$317K -4,366 -5%
Creative Planning
64
Creative Planning
Kansas
$5.34M +$1.39M +19,110 +36%
LFR
65
Lehman Financial Resources
Pennsylvania
$5M +$458K +6,300 +10%
EVM
66
Eaton Vance Management
Massachusetts
$4.57M -$111K -1,530 -2%
SHCM
67
Stokes & Hubbell Capital Management
Louisiana
$4.55M +$5.3K +73 +0.1%
FHB
68
First Hawaiian Bank
Hawaii
$4.51M
YMRC
69
Yorktown Management & Research Company
Virginia
$4.31M +$1.24M +17,000 +41%
BEAM
70
Baker Ellis Asset Management
Washington
$4.3M +$36.3K +500 +0.9%
SEI Investments
71
SEI Investments
Pennsylvania
$4.29M +$4.19M +57,595 +37,158%
CAM
72
Cidel Asset Management
Ontario, Canada
$4.11M +$3.73M +51,300 +1,283%
RG
73
Rathbones Group
United Kingdom
$3.98M +$183K +2,525 +5%
V
74
Veritable
Delaware
$3.88M +$74.4K +1,024 +2%
JP Morgan Chase
75
JP Morgan Chase
New York
$3.81M +$398K +5,482 +12%

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.