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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
UBS Group
1
UBS Group
Switzerland
$484M +$13.3M +182,805 +3%
Wells Fargo
2
Wells Fargo
California
$191M -$1.04M -14,321 -0.6%
Bank of America
3
Bank of America
North Carolina
$153M +$13.6M +187,084 +10%
CAM
4
CGOV Asset Management
Ontario, Canada
$131M +$476K +6,555 +0.5%
BM
5
Brandywine Managers
Delaware
$107M
Morgan Stanley
6
Morgan Stanley
New York
$105M +$5.05M +69,527 +5%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$66.6M -$26.9M -370,000 -29%
UOT
8
University of Tennessee
Tennessee
$64.1M +$62.7M +862,792 New
CA
9
Cambridge Associates
Massachusetts
$62.2M +$434K +5,975 +0.7%
WRTC
10
Wind River Trust Company
Wyoming
$62.1M -$76K -1,046 -0.1%
Jane Street
11
Jane Street
New York
$60.9M +$59.6M +819,914 New
Allianz Asset Management
12
Allianz Asset Management
Germany
$55M -$1.6M -22,000 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$52.9M +$89.5K +1,232 +0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$51.5M +$2.93M +40,259 +6%
TAM
15
Trust Asset Management
Texas
$50.5M -$19.2M -263,740 -28%
SFM
16
Signature Financial Management
Virginia
$49M +$37.6M +517,478 +364%
LPL Financial
17
LPL Financial
California
$41.6M +$4.44M +61,078 +12%
WB
18
WesBanco Bank
West Virginia
$32.9M +$19.6M +270,328 +156%
MA
19
Mangham Associates
Virginia
$32.6M +$31.9M +438,756 New
Ameriprise
20
Ameriprise
Minnesota
$30.7M +$4.69M +64,492 +18%
BTS
21
BB&T Securities
Virginia
$30.3M +$701K +9,650 +2%
S
22
SignatureFD
Georgia
$29.8M +$906K +12,468 +3%
HA
23
Highland Associates
Alabama
$26.3M +$25.8M +354,500 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$26.1M +$4.77M +65,662 +23%
PWPCM
25
Perella Weinberg Partners Capital Management
New York
$25.9M +$9.23M +127,002 +57%

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.