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
BlackRock
126
BlackRock
New York
$665K +$46.8K +731 +8%
RFS
127
Rockefeller Financial Services
New York
$659K
Russell Investments Group
128
Russell Investments Group
United Kingdom
$650K +$640K +10,000 New
HB
129
Homrich & Berg
Georgia
$646K +$16.9K +264 +3%
W
130
Wealthfront
California
$643K +$630K +9,852 New
DT
131
Diversified Trust
Tennessee
$627K +$126K +1,974 +26%
ICOA
132
Investment Centers of America
North Dakota
$605K -$3.84K -60 -0.6%
RCAG
133
Rehmann Capital Advisory Group
Michigan
$600K
CCP
134
Corient Capital Partners
California
$596K +$13K +204 +2%
GWA
135
Guidant Wealth Advisors
Illinois
$591K -$11.1K -173 -2%
KL
136
KWMG LLC
Kansas
$579K -$178K -2,778 -24%
BC
137
Bartlett & Co
Ohio
$571K -$36.1K -565 -6%
SCA
138
Salient Capital Advisors
Texas
$568K -$19.7K -308 -3%
SB
139
Suntrust Banks
Georgia
$568K +$556K +8,699 New
BP
140
Ballentine Partners
Massachusetts
$563K +$74.6K +1,167 +16%
SNBOSD
141
Security National Bank of So Dak
Iowa
$533K -$660K -10,315 -56%
TFF
142
The Family Firm
Maryland
$518K -$4.48K -70 -0.9%
IB
143
Intrust Bank
Kansas
$517K +$186K +2,911 +58%
DAS
144
Dynamic Advisor Solutions
Arizona
$510K +$146K +2,278 +41%
SCM
145
Sterling Capital Management
North Carolina
$501K
JMPWA
146
JP Morgan Private Wealth Advisors
California
$493K +$10K +157 +2%
AI
147
Atria Investments
North Carolina
$486K +$477K +7,455 New
UCFA
148
United Capital Financial Advisors
Texas
$477K -$4.09M -63,954 -90%
CFD
149
Creative Financial Designs
Indiana
$474K -$1.16M -18,107 -71%
Millennium Management
150
Millennium Management
New York
$473K -$267K -4,182 -37%

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.