VT icon

Vanguard Total World Stock ETF
VT

Overview Fund Activity

179 hedge funds and large institutions have $641M invested in Vanguard Total World Stock ETF in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-6
Holders Change %
-3.24%
% of All Funds
4.77%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.43%
New
25
Increased
70
Reduced
49
Closed
27
Calls
$696K
Puts
$3.52M
Net Calls
-$2.82M
Net Calls Change
-$2.15M

Top Buyers

1
SIA
Spruce Investment Advisors
Connecticut
$30.2M
2
Morgan Stanley
Morgan Stanley
New York
$49M
3
UCFA
United Capital Financial Advisors
Texas
$9.64M
4
FMP
Financial Management Professionals
Texas
$12.7M
5
EWM
Evercore Wealth Management
New York
$6.28M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$6.31M
2
CS
Credit Suisse
Switzerland
$331K
3
OAJ
Ogorek Anthony Joseph
New York
$14.3M
4
Bank of America
Bank of America
North Carolina
$112M
5
BP
BBR Partners
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
176
WBH Advisory
Maryland
$893 +$226 +3,672 +34%
Manulife (Manufacturers Life Insurance)
177
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9 -$12 -200 -57%
HI
178
Horizon Investments
North Carolina
– -$7.76M -128,984 Closed
FFS
179
Founders Financial Securities
Maryland
– -$7.58M -126,098 Closed
SNBOSD
180
Security National Bank of So Dak
Iowa
– -$4.21M -70,001 Closed
BHTS
181
Bar Harbor Trust Services
Maine
– -$2.07M -34,395 Closed
Natixis Advisors
182
Natixis Advisors
Massachusetts
– -$1.44M -23,915 Closed
SNBOSCI
183
Security National Bank of Sioux City Iowa
Iowa
– -$1.23M -20,375 Closed
SIAS
184
Shine Investment Advisory Services
Colorado
– -$841K -13,981 Closed
BIM
185
BlackRock Investment Management
Delaware
– -$828K -13,767 Closed
SMC
186
Smith, Moore & Co
Missouri
– -$626K -10,407 Closed
Northern Trust
187
Northern Trust
Illinois
– -$545K -9,069 Closed
W
188
Wealthquest
Ohio
– -$339K -5,638 Closed
BWFM
189
Bridgewater Wealth & Financial Management
Maryland
– -$319K -5,303 Closed
SC
190
Scotia Capital
Ontario, Canada
– -$301K -5,000 Closed
DI
191
Dalton Investments
Nevada
– -$295K -4,902 Closed
CFA
192
Capstone Financial Advisors
Illinois
– -$283K -4,699 Closed
YMRC
193
Yorktown Management & Research Company
Virginia
– -$265K -4,400 Closed
HFS
194
HL Financial Services
Kentucky
– -$260K -4,330 Closed
WSTAM
195
Wilbanks Smith & Thomas Asset Management
Virginia
– -$204K -3,400 Closed
CGT
196
Capital Guardian Trust
California
– -$95K -1,572 Closed
SFPM
197
Sensible Financial Planning & Management
Massachusetts
– -$51K -847 Closed
Deutsche Bank
198
Deutsche Bank
Germany
– -$27K -460 Closed
WA
199
WFG Advisors
Texas
– -$24K -405 Closed
IAS
200
INR Advisory Services
Pennsylvania
– -$16K -268 Closed
5 6 7
8
9