We are live on ! Find out more
VT icon

Vanguard Total World Stock ETF

733 hedge funds and large institutions have $7.51B invested in Vanguard Total World Stock ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 266 increasing their positions, 245 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 53

28% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $30.8M

2% more funds holding in top 10

Funds holding in top 10: 5556 (+1)

9% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 245

4% more capital invested

Capital invested by funds: $7.24B → $7.51B (+$268M)

1% less funds holding

Funds holding: 738733 (-5)

1.3% less ownership

Funds ownership: 29.89%28.59% (-1.3%)

Holders
733
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.68%
Holding in Top 10
56
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.82%
% of All Funds
0.89%
New
68
Increased
266
Reduced
245
Closed
53
Calls
$39.5M
Puts
$30.8M
Net Calls
+$8.61M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
251
Susquehanna International Group
Pennsylvania
$1.72M -$3.46M -38,246 -67%
PA
252
Pinnacle Associates
New York
$1.7M
JWWM
253
Johnson & White Wealth Management
Pennsylvania
$1.69M +$664K +7,328 +66%
PWMAG
254
Pinnacle Wealth Management Advisory Group
New Jersey
$1.68M
AWM
255
AE Wealth Management
Kansas
$1.67M -$41.6K -459 -2%
DADC
256
D.A. Davidson & Co
Montana
$1.63M -$20.9K -231 -1%
TGAM
257
TBH Global Asset Management
Tennessee
$1.63M -$20K -221 -1%
CG
258
Colony Group
Massachusetts
$1.62M +$562K +6,209 +55%
HWM
259
HB Wealth Management
Georgia
$1.61M +$20.4K +225 +1%
EL
260
EWA LLC
Pennsylvania
$1.59M +$1.56M +17,213 New
EDRH
261
Edmond de Rothschild Holding
Switzerland
$1.57M
WAG
262
Windsor Advisory Group
Ohio
$1.56M +$57K +629 +4%
VFA
263
Valeo Financial Advisors
Indiana
$1.56M -$3.91M -43,171 -72%
HP
264
HT Partners
Connecticut
$1.51M -$284K -3,135 -16%
Neuberger Berman Group
265
Neuberger Berman Group
New York
$1.49M +$10.6K +117 +0.7%
ASW
266
Astoria Strategic Wealth
Texas
$1.48M +$55.2K +610 +4%
AWM
267
AllSquare Wealth Management
New York
$1.48M -$51.3K -566 -3%
AWA
268
Arete Wealth Advisors
Illinois
$1.48M +$1.45M +16,052 New
CG
269
Caprock Group
Idaho
$1.48M -$3.53K -39 -0.2%
SP
270
Successful Portfolios
Florida
$1.46M +$232K +2,565 +19%
CAG
271
Compass Advisory Group
New York
$1.45M +$180K +1,983 +14%
AP
272
Arlington Partners
Alabama
$1.43M -$82.4K -910 -6%
RWM
273
Ruedi Wealth Management
Illinois
$1.42M +$272 +3 +0%
AP
274
Adero Partners
California
$1.42M -$99.6K -1,100 -7%
FFN
275
Focus Financial Network
Minnesota
$1.42M +$318K +3,511 +30%

VT Hedge Fund Activity: Q1 2023 in Review

733 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2023, worth a combined $7.51B — up 3.7% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new VT positions and 53 closed out — a net gain of 15 holders — while 266 added to existing stakes and 245 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $51.2M. The largest seller was Bank of America, cutting an estimated $148M.

  • 733 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2023, down from 738 in Q4 2022.
  • Funds reported $7.51B of Vanguard Total World Stock ETF stock for Q1 2023, up 3.7% quarter-over-quarter.
  • 68 funds opened new Vanguard Total World Stock ETF positions in Q1 2023 and 53 closed out, a net change of +15 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2023 was Rockefeller Capital Management, an estimated $51.2M added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2023 was Bank of America, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2023.