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
PFS
176
Prospera Financial Services
Texas
$327K
ACP
177
Ashfield Capital Partners
California
$323K +$9.59K +150 +3%
CCM
178
Condor Capital Management
New Jersey
$313K
BWP
179
BSW Wealth Partners
Colorado
$306K -$15.9K -249 -5%
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$304K +$298K +4,660 New
GC
181
Garde Capital
Washington
$297K -$43.7K -683 -13%
Northern Trust
182
Northern Trust
Illinois
$294K -$167K -2,608 -37%
BFO
183
Boston Family Office
Massachusetts
$293K
MM
184
Main Management
California
$290K
CIBC World Market
185
CIBC World Market
Ontario, Canada
$286K +$281K +4,389 New
SFG
186
SNS Financial Group
Minnesota
$286K +$281K +4,396 New
RIL
187
Rothschild Investment LLC
Illinois
$284K -$294K -4,600 -51%
CPO
188
Cerity Partners OCIO
New York
$279K +$1.6K +25 +0.6%
IWA
189
Intercontinental Wealth Advisors
Texas
$270K -$3.52K -55 -1%
CWM
190
Circle Wealth Management
New Jersey
$265K
RI
191
Ridgewood Investments
New Jersey
$265K +$260K +4,060 New
MIAN
192
Mariner Independent Advisor Network
Kansas
$264K +$259K +4,050 New
CFB
193
Cullen/Frost Bankers
Texas
$262K
CFA
194
Cahill Financial Advisors
Minnesota
$255K +$6.65K +104 +3%
EFS
195
Essex Financial Services
Connecticut
$248K +$243K +3,800 New
BEC
196
Blue Edge Capital
Virginia
$246K +$30.7K +480 +15%
Manulife (Manufacturers Life Insurance)
197
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$241K +$22.4K +351 +10%
MCM
198
Manchester Capital Management
Vermont
$241K +$148K +2,318 +169%
CA
199
Cetera Advisors
Colorado
$236K
FAM
200
Formidable Asset Management
Ohio
$234K +$224K +3,500 New

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.