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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
ZF
101
Zhang Financial
Michigan
$276K +$56.6K +913 +25%
KCPG
102
Kavar Capital Partners Group
Kansas
$272K
YMRC
103
Yorktown Management & Research Company
Virginia
$266K
EBSAM
104
Eubel Brady & Suttman Asset Management
Ohio
$262K
ST
105
Smithfield Trust
Pennsylvania
$260K +$72.5K +1,170 +37%
HFS
106
HL Financial Services
Kentucky
$249K -$6.2K -100 -2%
MAA
107
Managed Account Advisors
New Jersey
$244K +$146K +2,360 +140%
HS
108
Huntington Steele
Pennsylvania
$243K
ATC
109
Argent Trust Company
Louisiana
$242K
SI
110
SII Investments
Wisconsin
$229K +$4.4K +71 +2%
LRPA
111
L. Roy Papp & Associates
Arizona
$211K
AAM
112
Autus Asset Management
Arizona
$205K +$211K +3,400 New
SCM
113
SOL Capital Management
Maryland
$203K
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$200K +$186 +3 +0.1%
BBPWM
115
Blue Bell Private Wealth Management
Pennsylvania
$190K
VCM
116
Vigilant Capital Management
Maine
$169K -$79.9K -1,288 -32%
QLMGAA
117
QS Legg Mason Global Asset Allocation
New York
$154K
TCM
118
TD Capital Management
Tennessee
$143K -$35.2K -567 -19%
BAM
119
Barrett Asset Management
New York
$142K -$77.5K -1,250 -35%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$123K +$4.9K +79 +4%
WTB
121
Washington Trust Bank
Washington
$115K
NES
122
New England Securities
New York
$111K +$14.6K +235 +15%
LWA
123
Lenox Wealth Advisors
New York
$111K +$114K +1,836 New
PTC
124
Private Trust Company
Ohio
$79K
MFS
125
MSI Financial Services
Massachusetts
$77K +$21.1K +340 +36%