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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
SI
201
SII Investments
Wisconsin
$434K -$2.02M -27,744 -82%
DG
202
Delek Group
Israel
$422K +$413K +5,690 New
CFMC
203
Curbstone Financial Management Corp
New Hampshire
$418K -$22.2K -305 -5%
AAM
204
Autus Asset Management
Arizona
$416K +$4.36K +60 +1%
KC
205
KHP Capital
Oklahoma
$414K +$405K +5,578 New
MCM
206
Manchester Capital Management
Vermont
$413K +$66.3K +913 +20%
TD Asset Management
207
TD Asset Management
Ontario, Canada
$411K +$21.1K +290 +4%
Comerica Bank
208
Comerica Bank
Texas
$410K +$41.2K +567 +12%
CPO
209
Cerity Partners OCIO
New York
$408K +$6.54K +90 +2%
EBSAM
210
Eubel Brady & Suttman Asset Management
Ohio
$408K +$30.8K +424 +8%
TFS
211
TrustCore Financial Services
Tennessee
$399K +$390K +5,371 New
MWM
212
Mission Wealth Management
California
$397K
DY
213
Dowling & Yahnke
California
$394K -$14.8K -203 -4%
Manulife (Manufacturers Life Insurance)
214
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$388K +$7.27K +100 +2%
SWP
215
Stratos Wealth Partners
Ohio
$386K +$378K +5,202 New
ST
216
Smithfield Trust
Pennsylvania
$385K -$4.72K -65 -1%
CWM
217
Calamos Wealth Management
Illinois
$374K
BTW
218
Boston Trust Walden
Massachusetts
$360K
CCM
219
Condor Capital Management
New Jersey
$356K
AF
220
Advisornet Financial
Minnesota
$353K +$346K +4,758 New
CCP
221
Corient Capital Partners
California
$352K -$280K -3,858 -45%
SWM
222
SeaCrest Wealth Management
New York
$345K +$338K +4,650 New
Barclays
223
Barclays
United Kingdom
$334K
BFO
224
Boston Family Office
Massachusetts
$334K
JCM
225
Janney Capital Management
Pennsylvania
$332K +$325K +4,477 New

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.