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Vanguard Total World Stock ETF

891 hedge funds and large institutions have $9.44B invested in Vanguard Total World Stock ETF in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 385 increasing their positions, 273 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $4.4M

51% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 55

41% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 273

3% more funds holding in top 10

Funds holding in top 10: 6668 (+2)

2% more funds holding

Funds holding: 870891 (+21)

2.09% more ownership

Funds ownership: 28.75%30.84% (+2.1%)

3% more capital invested

Capital invested by funds: $9.15B → $9.44B (+$283M)

Holders
891
Holders Change
+21
Holders Change %
+2.41%
% of All Funds
12.83%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
0.98%
New
83
Increased
385
Reduced
273
Closed
55
Calls
$29.6M
Puts
$4.4M
Net Calls
+$25.2M
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Austin Wealth Management
Texas
$3.68M +$11.8K +112 +0.3%
AAS
227
Avantax Advisory Services
Texas
$3.68M +$445K +4,212 +14%
SL
228
Salomon & Ludwin
Virginia
$3.58M -$4.23K -40 -0.1%
BCA
229
Bernzott Capital Advisors
California
$3.55M +$467K +4,412 +16%
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
$3.53M -$81.5K -771 -2%
VCAM
231
Van Cleef Asset Management
Ohio
$3.53M
MF
232
Manchester Financial
California
$3.53M +$93.8K +887 +3%
VFA
233
Valeo Financial Advisors
Indiana
$3.52M +$363K +3,434 +12%
IWC
234
Integrated Wealth Concepts
Massachusetts
$3.5M +$502K +4,746 +18%
IFS
235
Intelligent Financial Strategies
Minnesota
$3.48M +$216K +2,041 +7%
Wealth Enhancement Advisory Services
236
Wealth Enhancement Advisory Services
Minnesota
$3.47M -$363K -3,435 -10%
KAS
237
Kestra Advisory Services
Texas
$3.46M -$60.7K -574 -2%
NPFS
238
Novak & Powell Financial Services
Florida
$3.43M +$63.3K +599 +2%
FMP
239
Financial Management Professionals
Texas
$3.42M -$377K -3,561 -10%
MFA
240
Mayflower Financial Advisors
Massachusetts
$3.37M +$4.65K +44 +0.1%
IC
241
Iconiq Capital
California
$3.37M +$1.59K +15 +0%
MPW
242
Monterey Private Wealth
California
$3.29M -$45.4K -429 -1%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$3.28M -$1.57M -14,845 -33%
SHJ
244
Sharkey, Howes & Javer
Colorado
$3.27M +$3.13M +29,619 New
UOTTAIMCU
245
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.27M
AFO
246
Allie Family Office
Florida
$3.23M -$330K -3,118 -10%
MWM
247
Modera Wealth Management
New Jersey
$3.19M -$203K -1,924 -6%
RBA
248
Richard Bernstein Advisors
New York
$3.14M -$5.71M -53,992 -65%
EWM
249
Endowment Wealth Management
Wisconsin
$3.07M +$157K +1,483 +6%
SPIA
250
Steward Partners Investment Advisory
New York
$3.06M +$80K +757 +3%

VT Hedge Fund Activity: Q1 2024 in Review

891 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2024, worth a combined $9.44B — up 3.1% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VT positions and 55 closed out — a net gain of 28 holders — while 385 added to existing stakes and 273 trimmed.

The largest buyer was Texas Treasury Safekeeping Trust Company, adding an estimated $1.33B. The largest seller was Morgan Stanley, cutting an estimated $433M.

  • 891 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2024, up from 870 in Q4 2023.
  • Funds reported $9.44B of Vanguard Total World Stock ETF stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 83 funds opened new Vanguard Total World Stock ETF positions in Q1 2024 and 55 closed out, a net change of +28 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2024 was Texas Treasury Safekeeping Trust Company, an estimated $1.33B added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2024 was Morgan Stanley, an estimated $433M sold.

Based on aggregated 13F filings for Q1 2024.