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Vanguard Total World Stock ETF

738 hedge funds and large institutions have $7.24B invested in Vanguard Total World Stock ETF in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 293 increasing their positions, 216 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $7.39M

82% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 61

36% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 216

20% more capital invested

Capital invested by funds: $6.04B → $7.24B (+$1.2B)

6% more funds holding in top 10

Funds holding in top 10: 5255 (+3)

5% more funds holding

Funds holding: 701738 (+37)

0.38% more ownership

Funds ownership: 29.51%29.89% (+0.38%)

Holders
738
Holders Change
+37
Holders Change %
+5.28%
% of All Funds
11.86%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
0.88%
New
111
Increased
293
Reduced
216
Closed
61
Calls
$18.6M
Puts
$7.39M
Net Calls
+$11.2M
Net Calls Change
-$6.49M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$2.11M -$86.2K -1,009 -4%
PA
227
Parallel Advisors
California
$2.09M -$227K -2,656 -10%
BCA
228
Bernzott Capital Advisors
California
$2.09M -$16.3K -191 -0.8%
UB
229
UMB Bank
Missouri
$2.07M
LOAMS
230
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.05M
NL
231
NEPC LLC
Massachusetts
$2.01M -$117K -1,372 -6%
RA
232
RFG Advisory
Alabama
$2M +$585K +6,854 +47%
JWCA
233
J.W. Cole Advisors
Florida
$2M -$257K -3,006 -11%
LIM
234
Leavell Investment Management
Alabama
$1.97M +$69K +808 +4%
TB
235
Treynor Bancshares
Iowa
$1.95M +$1.11K +13 +0.1%
MA
236
MAS Advisors
Florida
$1.93M -$431K -5,047 -18%
AF
237
Affiance Financial
Minnesota
$1.93M +$60K +702 +3%
NCM
238
Neumann Capital Management
California
$1.92M -$195K -2,280 -9%
WFI
239
West Family Investments
California
$1.9M +$1.82M +21,248 New
CWA
240
Consilio Wealth Advisors
Washington
$1.89M -$407K -4,765 -18%
FDCDDQ
241
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.88M +$98.6K +1,154 +6%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$1.82M +$238K +2,790 +15%
CHP
243
Cable Hill Partners
Oregon
$1.82M +$678K +7,940 +61%
CGPCS
244
Capital Group Private Client Services
California
$1.81M +$1.8M +21,023 New
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$1.81M +$1.27M +14,824 +241%
FHA
246
Flagship Harbor Advisors
Massachusetts
$1.77M +$118K +1,381 +7%
SHFA
247
SC&H Financial Advisors
Maryland
$1.77M -$528K -6,183 -23%
TWM
248
Tanager Wealth Management
United Kingdom
$1.76M +$989K +11,578 +131%
BWM
249
Brickley Wealth Management
California
$1.75M +$1.27M +14,843 +271%
SWM
250
Spire Wealth Management
Virginia
$1.74M -$172K -2,008 -9%

VT Hedge Fund Activity: Q4 2022 in Review

738 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2022, worth a combined $7.24B — up 20% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new VT positions and 61 closed out — a net gain of 50 holders — while 293 added to existing stakes and 216 trimmed.

The largest buyer was Citigroup, adding an estimated $131M. The largest seller was Kemper, exiting entirely with an estimated $58.4M sold.

  • 738 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2022, up from 701 in Q3 2022.
  • Funds reported $7.24B of Vanguard Total World Stock ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 111 funds opened new Vanguard Total World Stock ETF positions in Q4 2022 and 61 closed out, a net change of +50 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2022 was Citigroup, an estimated $131M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2022 was Kemper, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2022.