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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
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$3.65M -$118K -1,619 -3%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$3.61M +$469K +6,457 +15%
IC
78
Iconiq Capital
California
$3.39M +$49K +675 +2%
AI
79
Accredited Investors
Minnesota
$3.3M -$46.2K -636 -1%
AllianceBernstein
80
AllianceBernstein
Tennessee
$3.09M +$312K +4,299 +12%
NEPWA
81
New England Private Wealth Advisors
Massachusetts
$3.08M +$157K +2,160 +6%
SPIO
82
Seven Post Investment Office
California
$3.07M
AI
83
Ariel Investments
Illinois
$3.06M -$464K -6,388 -13%
BSB
84
Bangor Savings Bank
Maine
$2.79M +$887K +12,210 +48%
Citigroup
85
Citigroup
New York
$2.74M -$93.1K -1,281 -3%
LK
86
Lumbard & Kellner
New Hampshire
$2.74M +$144K +1,975 +6%
PCIG
87
Partners Capital Investment Group
Massachusetts
$2.7M +$2.64M +36,365 New
TIM
88
Tortoise Investment Management
New York
$2.69M +$750K +10,317 +40%
TTWM
89
TCV Trust & Wealth Management
Virginia
$2.65M -$21.1K -290 -0.8%
CBT
90
Capital Bank & Trust
California
$2.56M +$2.49M +34,308 +18,249%
SNBOSCI
91
Security National Bank of Sioux City Iowa
Iowa
$2.48M +$2.43M +33,387 New
VCAM
92
Van Cleef Asset Management
Ohio
$2.46M -$18.4K -253 -0.8%
FTS
93
Fifth Third Securities
Ohio
$2.33M +$48.5K +668 +2%
MWAC
94
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.32M +$169K +2,326 +8%
M&T Bank
95
M&T Bank
New York
$2.22M +$387K +5,331 +22%
NG
96
Northstar Group
New York
$2.13M +$200K +2,750 +11%
CDIA
97
Capital Directions Investment Advisors
Georgia
$2.1M -$140K -1,932 -6%
Vanguard Group
98
Vanguard Group
Pennsylvania
$2.07M +$23.4K +322 +1%
NCMW
99
Northern Capital Management (Wisconsin)
Wisconsin
$2.06M +$123K +1,695 +7%
NCM
100
New Capital Management
Texas
$2.05M +$21.4K +295 +1%

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.