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
Natixis Advisors
101
Natixis Advisors
Massachusetts
$1.07M +$1.05M +16,448 New
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$1.06M -$73.5K -1,149 -7%
FTS
103
Fifth Third Securities
Ohio
$1.05M +$349K +5,461 +51%
State Street
104
State Street
Massachusetts
$1.03M -$81.1K -1,268 -7%
CAN
105
Cetera Advisor Networks
California
$1.02M -$81.3K -1,271 -8%
CIA
106
Choate Investment Advisors
Massachusetts
$1.02M +$79.9K +1,250 +9%
FHA
107
Flagship Harbor Advisors
Massachusetts
$1.02M +$5.44K +85 +0.5%
RWA
108
Ropes Wealth Advisors
Massachusetts
$1.01M -$54.7K -856 -5%
CCA
109
Cobblestone Capital Advisors
New York
$971K +$16.6K +260 +2%
Vanguard Group
110
Vanguard Group
Pennsylvania
$965K +$42.5K +665 +5%
MFW
111
Meristem Family Wealth
Minnesota
$949K
AIS
112
American Investment Services
Massachusetts
$894K
RGIA
113
Rainier Group Investment Advisory
Washington
$856K
LIC
114
Lodestar Investment Counsel
Illinois
$828K
SQA
115
Simon Quick Advisors
New Jersey
$806K -$8.31K -130 -1%
TIM
116
Tortoise Investment Management
New York
$804K +$140K +2,195 +22%
SP
117
Sarasin & Partners
United Kingdom
$783K
VKH
118
Virtu KCG Holdings
New York
$780K -$668K -10,451 -47%
FPB
119
First PREMIER Bank
South Dakota
$767K +$13.1K +205 +2%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$767K +$184K +2,884 +33%
WA
121
WBH Advisory
Maryland
$730K -$32.6K -510 -4%
DADC
122
D.A. Davidson & Co
Montana
$720K +$137K +2,138 +24%
B
123
Bridgeworth
Alabama
$716K +$5.18K +81 +0.7%
SI
124
Stephens Inc
Arkansas
$706K -$4.67K -73 -0.7%
CL
125
Choreo LLC
Illinois
$680K +$71.5K +1,118 +12%

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.