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Vanguard Total World Stock ETF

781 hedge funds and large institutions have $8.25B invested in Vanguard Total World Stock ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 324 increasing their positions, 237 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-8
Holders Change %
-1.01%
% of All Funds
12.45%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.92%
New
51
Increased
324
Reduced
237
Closed
49
Calls
$16.4M
Puts
$16.4M
Net Calls
-$14K
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
ACI
226
Alpha Cubed Investments
California
$2.53M -$3.08K -33 -0.1%
AAS
227
Avantax Advisory Services
Texas
$2.5M +$1.58M +17,004 +172%
PA
228
Planning Alternatives
Michigan
$2.5M +$13.9K +149 +0.6%
FCH
229
Freestone Capital Holdings
Washington
$2.48M -$155K -1,665 -6%
BV
230
Boxwood Ventures
Illinois
$2.44M
EWM
231
Endowment Wealth Management
Wisconsin
$2.44M +$10.7K +115 +0.4%
SPIA
232
Steward Partners Investment Advisory
New York
$2.44M +$138K +1,479 +6%
SWM
233
Spire Wealth Management
Virginia
$2.43M -$1.77K -19 -0.1%
WA
234
Wealthstream Advisors
New York
$2.42M -$73.5K -789 -3%
CM
235
Columbus Macro
Pennsylvania
$2.39M -$19K -204 -0.8%
SFP
236
Sweet Financial Partners
Minnesota
$2.37M +$5.31K +57 +0.2%
NCM
237
Neumann Capital Management
California
$2.36M -$32.1K -345 -1%
CMP
238
Coston McIsaac & Partners
Maine
$2.33M +$62.9K +675 +3%
BCA
239
Bernzott Capital Advisors
California
$2.29M +$41.9K +450 +2%
VFA
240
Valeo Financial Advisors
Indiana
$2.29M +$1.33M +14,289 +139%
MIC
241
Means Investment Company
Maine
$2.26M -$382K -4,104 -14%
Jones Financial Companies
242
Jones Financial Companies
Missouri
$2.24M +$355K +3,806 +19%
UB
243
UMB Bank
Missouri
$2.24M
CIA
244
Choate Investment Advisors
Massachusetts
$2.24M +$1.03M +11,026 +85%
LIM
245
Leavell Investment Management
Alabama
$2.21M +$23.4K +251 +1%
GT
246
Glenmede Trust
Pennsylvania
$2.18M -$2.61M -28,023 -55%
UCFA
247
United Capital Financial Advisors
Texas
$2.16M -$957K -10,266 -31%
BL
248
Balentine LLC
Georgia
$2.15M +$62.6K +672 +3%
AF
249
Affiance Financial
Minnesota
$2.14M -$39.4K -423 -2%
RA
250
RFG Advisory
Alabama
$2.08M -$651K -6,982 -24%