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Vanguard Total World Stock ETF

870 hedge funds and large institutions have $9.15B invested in Vanguard Total World Stock ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 341 increasing their positions, 251 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more call options, than puts

Call options by funds: $38M | Put options by funds: $8.14M

230% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 43

36% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 251

14% more funds holding in top 10

Funds holding in top 10: 5866 (+8)

11% more capital invested

Capital invested by funds: $8.26B → $9.15B (+$897M)

11% more funds holding

Funds holding: 785870 (+85)

0.43% less ownership

Funds ownership: 29.18%28.75% (-0.43%)

Holders
870
Holders Change
+85
Holders Change %
+10.83%
% of All Funds
12.68%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.96%
New
142
Increased
341
Reduced
251
Closed
43
Calls
$38M
Puts
$8.14M
Net Calls
+$29.9M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
226
Van Cleef Asset Management
Ohio
$3.29M
KAS
227
Kestra Advisory Services
Texas
$3.28M -$69.4K -721 -2%
MF
228
Manchester Financial
California
$3.19M -$301K -3,133 -9%
EWA
229
EverSource Wealth Advisors
Alabama
$3.17M +$225K +2,336 +8%
MWM
230
Modera Wealth Management
New Jersey
$3.17M -$22.8K -237 -0.8%
AWM
231
AE Wealth Management
Kansas
$3.16M +$1.01M +10,495 +53%
MFA
232
Mayflower Financial Advisors
Massachusetts
$3.14M -$1.54K -16 -0.1%
IC
233
Iconiq Capital
California
$3.14M +$2.79K +29 +0.1%
NPFS
234
Novak & Powell Financial Services
Florida
$3.13M +$2.93M +30,430 New
MPW
235
Monterey Private Wealth
California
$3.11M +$43.1K +448 +2%
HP
236
HT Partners
Connecticut
$3.05M +$1.5M +15,603 +111%
UOTTAIMCU
237
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.04M
IFS
238
Intelligent Financial Strategies
Minnesota
$3.03M +$2.37M +24,634 +508%
VFA
239
Valeo Financial Advisors
Indiana
$3.03M +$473K +4,912 +20%
SL
240
Salomon & Ludwin
Virginia
$3.02M
WI
241
Wintrust Investments
Illinois
$2.99M +$1.59M +16,536 +132%
AAS
242
Avantax Advisory Services
Texas
$2.99M +$210K +2,187 +8%
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$2.96M +$2.08M +21,614 +304%
BL
244
Balentine LLC
Georgia
$2.95M +$543K +5,642 +24%
HIP
245
HUB Investment Partners
Texas
$2.92M -$27.5K -286 -1%
BCA
246
Bernzott Capital Advisors
California
$2.85M +$302K +3,141 +13%
TF
247
Threadgill Financial
Texas
$2.83M +$2.34M +24,326 +759%
ACI
248
Alpha Cubed Investments
California
$2.8M
IWC
249
Integrated Wealth Concepts
Massachusetts
$2.77M +$641K +6,666 +33%
SPIA
250
Steward Partners Investment Advisory
New York
$2.77M +$77K +800 +3%

VT Hedge Fund Activity: Q4 2023 in Review

870 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2023, worth a combined $9.15B — up 11% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new VT positions and 43 closed out — a net gain of 99 holders — while 341 added to existing stakes and 251 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $411M. The largest seller was Bank of America, cutting an estimated $910M.

  • 870 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2023, up from 785 in Q3 2023.
  • Funds reported $9.15B of Vanguard Total World Stock ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 142 funds opened new Vanguard Total World Stock ETF positions in Q4 2023 and 43 closed out, a net change of +99 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2023 was Morgan Stanley, an estimated $411M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2023 was Bank of America, an estimated $910M sold.

Based on aggregated 13F filings for Q4 2023.