We are live on ! Find out more
VT icon

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
EWM
126
Empirical Wealth Management
Washington
$1.33M -$26.7K -367 -2%
IWC
127
Integrated Wealth Concepts
Massachusetts
$1.31M +$1.25M +17,210 New
TYCC
128
Texas Yale Capital Corp
Florida
$1.29M -$127K -1,741 -9%
LIM
129
Leavell Investment Management
Alabama
$1.28M -$19.7K -271 -2%
EDRH
130
Edmond de Rothschild Holding
Switzerland
$1.26M
RFM
131
Royal Fund Management
Florida
$1.26M +$66.3K +912 +6%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$179K +2,461 +17%
RWA
133
Ropes Wealth Advisors
Massachusetts
$1.24M +$21.1K +290 +2%
GTAM
134
Global Trust Asset Management
Florida
$1.2M +$1.18M +16,184 New
FAAS
135
First Allied Advisory Services
California
$1.2M +$300K +4,127 +34%
CAN
136
Cetera Advisor Networks
California
$1.19M -$26.6K -366 -2%
OFW
137
Omnia Family Wealth
Florida
$1.18M +$1.53K +21 +0.1%
VFA
138
Voya Financial Advisors
Connecticut
$1.13M +$282K +3,883 +34%
LOAMS
139
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.12M
FA
140
FDx Advisors
Illinois
$1.1M +$150K +2,067 +16%
NEPPG
141
New England Professional Planning Group
Rhode Island
$1.1M +$1.06M +14,521 New
BL
142
Balentine LLC
Georgia
$1.09M -$1.02K -14 -0.1%
State Street
143
State Street
Massachusetts
$1.08M -$44.6K -614 -4%
SB
144
Suntrust Banks
Georgia
$1.08M +$75.8K +1,043 +8%
CCA
145
Cobblestone Capital Advisors
New York
$1.07M -$29.1K -400 -3%
AIS
146
American Investment Services
Massachusetts
$1.04M +$11.8K +162 +1%
Millennium Management
147
Millennium Management
New York
$1.04M +$1.02M +13,994 New
RGIA
148
Rainier Group Investment Advisory
Washington
$975K
SP
149
Sarasin & Partners
United Kingdom
$957K +$64.1K +882 +7%
BP
150
Ballentine Partners
Massachusetts
$951K +$19.5K +269 +2%

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.