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Vanguard Total World Stock ETF

293 hedge funds and large institutions have $2.22B invested in Vanguard Total World Stock ETF in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $2.93M | Put options by funds: $1.18M

92% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 66

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

6% more capital invested

Capital invested by funds: $2.09B → $2.22B (+$135M)

4% more funds holding

Funds holding: 281293 (+12)

0.35% less ownership

Funds ownership: 24.2%23.85% (-0.35%)

Holders
293
Holders Change
+12
Holders Change %
+4.27%
% of All Funds
7.3%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.65%
New
33
Increased
127
Reduced
66
Closed
19
Calls
$2.93M
Puts
$1.18M
Net Calls
+$1.75M
Net Calls Change
+$410K
Name Holding Trade Value Shares
Change
Change in
Stake
RW
201
Rand Wealth
Maryland
$277K +$47.1K +680 +21%
CHP
202
Cable Hill Partners
Oregon
$269K +$21.4K +309 +9%
GC
203
Garde Capital
Washington
$268K +$55.9K +807 +27%
SCM
204
SOL Capital Management
Maryland
$265K
WCM
205
Windham Capital Management
Massachusetts
$265K +$69 +1 +0%
BSW
206
Buckingham Strategic Wealth
Missouri
$261K -$17.4K -251 -6%
SMC
207
Smith, Moore & Co
Missouri
$256K +$251K +3,615 New
FAM
208
Formidable Asset Management
Ohio
$248K
ASN
209
Advisory Services Network
Georgia
$247K
AW
210
ACG Wealth
Georgia
$235K -$624 -9 -0.3%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$231K +$40.3K +581 +23%
BCM
212
Bienville Capital Management
New York
$230K
KWM
213
Kingsview Wealth Management
Oregon
$230K +$4.78K +69 +2%
CA
214
Clearstead Advisors
Ohio
$229K +$1.52K +22 +0.7%
RG
215
Rikoon Group
New Mexico
$227K +$221K +3,192 New
CA
216
Cetera Advisors
Colorado
$225K -$271K -3,912 -55%
SFPM
217
Sensible Financial Planning & Management
Massachusetts
$220K +$216K +3,117 New
William Blair & Company
218
William Blair & Company
Illinois
$219K +$215K +3,098 New
BAM
219
Belpointe Asset Management
Nevada
$217K +$213K +3,074 New
SIAS
220
Shine Investment Advisory Services
Colorado
$214K +$1.46K +21 +0.7%
KTC
221
Kistler-Tiffany Companies
Pennsylvania
$210K +$347 +5 +0.2%
CPA
222
Court Place Advisors
Maryland
$207K +$203K +2,928 New
EA
223
Edge Advisors
Georgia
$205K
IA
224
Independence Advisors
Pennsylvania
$205K +$201K +2,893 New
HP
225
HT Partners
Connecticut
$205K +$201K +2,902 New

VT Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q3 2017, worth a combined $2.22B — up 6.4% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VT positions and 19 closed out — a net gain of 14 holders — while 127 added to existing stakes and 66 trimmed.

The largest buyer was Cambridge Associates, adding an estimated $34.1M. The largest seller was Jane Street, exiting entirely with an estimated $50.3M sold.

  • 293 institutional investors held Vanguard Total World Stock ETF (VT) as of Q3 2017, up from 281 in Q2 2017.
  • Funds reported $2.22B of Vanguard Total World Stock ETF stock for Q3 2017, up 6.4% quarter-over-quarter.
  • 33 funds opened new Vanguard Total World Stock ETF positions in Q3 2017 and 19 closed out, a net change of +14 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q3 2017 was Cambridge Associates, an estimated $34.1M added.
  • The largest Vanguard Total World Stock ETF seller in Q3 2017 was Jane Street, an estimated $50.3M sold.

Based on aggregated 13F filings for Q3 2017.