We are live on ! Find out more
VT icon

Vanguard Total World Stock ETF

793 hedge funds and large institutions have $8.26B invested in Vanguard Total World Stock ETF in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 310 increasing their positions, 237 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 25

49% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $21.5M

31% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 237

10% more capital invested

Capital invested by funds: $7.51B → $8.26B (+$748M)

8% more funds holding

Funds holding: 733793 (+60)

7% more funds holding in top 10

Funds holding in top 10: 5660 (+4)

0.36% more ownership

Funds ownership: 28.59%28.95% (+0.36%)

Holders
793
Holders Change
+60
Holders Change %
+8.19%
% of All Funds
12.45%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
0.94%
New
89
Increased
310
Reduced
237
Closed
25
Calls
$32.1M
Puts
$21.5M
Net Calls
+$10.6M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
EP Wealth Advisors
California
$2.04M +$70.1K +748 +30%
OMC
252
Old Mission Capital
Illinois
$1.99M +$1.92M +20,473 New
Jones Financial Companies
253
Jones Financial Companies
Missouri
$1.96M +$120K +1,275 +7%
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.95M -$115K -1,226 -6%
CG
255
Caprock Group
Idaho
$1.94M +$369K +3,939 +25%
HIM
256
Hanlon Investment Management
New Jersey
$1.91M
IWC
257
Integrated Wealth Concepts
Massachusetts
$1.89M +$64.7K +690 +4%
CIA
258
Compass Ion Advisors
Pennsylvania
$1.89M +$519K +5,534 +40%
Wealthfront Advisers
259
Wealthfront Advisers
California
$1.85M +$629K +6,709 +54%
FHA
260
Flagship Harbor Advisors
Massachusetts
$1.83M -$48.1K -513 -3%
TWM
261
Tanager Wealth Management
United Kingdom
$1.82M -$181K -1,930 -9%
SHFA
262
SC&H Financial Advisors
Maryland
$1.79M -$63.3K -675 -4%
PA
263
Pinnacle Associates
New York
$1.79M
PWMAG
264
Pinnacle Wealth Management Advisory Group
New Jersey
$1.76M
TIM
265
Tortoise Investment Management
New York
$1.73M -$150K -1,595 -8%
TGAM
266
TBH Global Asset Management
Tennessee
$1.73M +$17.3K +185 +1%
HWM
267
HB Wealth Management
Georgia
$1.73M +$33.4K +356 +2%
TA
268
Tiedemann Advisors
New York
$1.71M -$3.29M -35,104 -67%
DADC
269
D.A. Davidson & Co
Montana
$1.69M -$26.4K -282 -2%
EL
270
EWA LLC
Pennsylvania
$1.68M +$10.9K +116 +0.7%
RCM
271
Rain Capital Management
Oregon
$1.68M -$4.93M -52,604 -75%
DCM
272
Disciplina Capital Management
Tennessee
$1.66M +$194K +2,070 +14%
WAG
273
Windsor Advisory Group
Ohio
$1.66M +$21K +224 +1%
ASW
274
Astoria Strategic Wealth
Texas
$1.66M +$90.6K +966 +6%
EDRH
275
Edmond de Rothschild Holding
Switzerland
$1.65M

VT Hedge Fund Activity: Q2 2023 in Review

793 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q2 2023, worth a combined $8.26B — up 10% from $7.51B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VT positions and 25 closed out — a net gain of 64 holders — while 310 added to existing stakes and 237 trimmed.

The largest buyer was Jane Street, adding an estimated $213M. The largest seller was Wellington Management Group, cutting an estimated $39.3M.

  • 793 institutional investors held Vanguard Total World Stock ETF (VT) as of Q2 2023, up from 733 in Q1 2023.
  • Funds reported $8.26B of Vanguard Total World Stock ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 89 funds opened new Vanguard Total World Stock ETF positions in Q2 2023 and 25 closed out, a net change of +64 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q2 2023 was Jane Street, an estimated $213M added.
  • The largest Vanguard Total World Stock ETF seller in Q2 2023 was Wellington Management Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q2 2023.