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Vanguard Total World Stock ETF

138 hedge funds and large institutions have $371M invested in Vanguard Total World Stock ETF in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+6
Holders Change %
+4.55%
% of All Funds
3.99%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
23
Increased
44
Reduced
32
Closed
16
Calls
$7.32M
Puts
$2.64M
Net Calls
+$4.68M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$399K
CAMI
77
Concord Asset Management (Illinois)
Illinois
$394K +$131K +2,200 +50%
AIG
78
American International Group
New York
$387K -$40.5K -679 -9%
BSB
79
Bangor Savings Bank
Maine
$385K -$164K -2,750 -30%
NPC
80
National Planning Corporation
California
$380K +$29.7K +493 +8%
VFS
81
VSR Financial Services
Kansas
$373K +$373K +6,257 New
Bessemer Group
82
Bessemer Group
New Jersey
$372K
BAM
83
Barrett Asset Management
New York
$370K
DY
84
Dowling & Yahnke
California
$358K
MCC
85
Mid Continent Capital
Illinois
$353K
EAM
86
Evanson Asset Management
California
$334K +$334K +5,595 New
SBH
87
Segall Bryant & Hamill
Illinois
$322K
EWA
88
EP Wealth Advisors
California
$268K -$4.01M -67,199 -94%
YMRC
89
Yorktown Management & Research Company
Virginia
$263K -$65.8K -1,100 -20%
ICOA
90
Investment Centers of America
North Dakota
$259K +$259K +4,613 New
CCS
91
Crosspoint Capital Strategies
California
$257K +$257K +4,300 New
VCM
92
Vigilant Capital Management
Maine
$244K -$119K -2,000 -33%
HS
93
Huntington Steele
Pennsylvania
$240K
CA
94
Cetera Advisors
Colorado
$236K +$14.9K +249 +7%
CS
95
Credit Suisse
Switzerland
$222K -$46.1K -772 -17%
LWI
96
Long Wharf Investors
Massachusetts
$221K +$8.89K +149 +4%
ZF
97
Zhang Financial
Michigan
$218K +$218K +3,661 New
DI
98
Dalton Investments
Nevada
$217K
LRPA
99
L. Roy Papp & Associates
Arizona
$209K +$209K +3,495 New
ST
100
Smithfield Trust
Pennsylvania
$187K