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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
HP
251
HT Partners
Connecticut
$3.01M -$255K -2,408 -8%
KWM
252
Kingsview Wealth Management
Oregon
$3M +$517K +4,893 +22%
FPAS
253
Focus Partners Advisor Solutions
Missouri
$2.99M +$1.1M +10,434 +63%
PA
254
Planning Alternatives
Michigan
$2.97M +$6.45K +61 +0.2%
RA
255
RFG Advisory
Alabama
$2.96M +$338K +3,193 +14%
BHB
256
Bank Hapoalim BM
Israel
$2.93M -$10.5M -99,707 -79%
SWM
257
Spire Wealth Management
Virginia
$2.91M +$306K +2,893 +12%
BV
258
Boxwood Ventures
Illinois
$2.89M
CIA
259
Concurrent Investment Advisors
Florida
$2.88M +$2.76M +26,104 New
AP
260
Americana Partners
Texas
$2.87M +$311K +2,938 +13%
NCM
261
Neumann Capital Management
California
$2.83M -$11K -104 -0.4%
Wealthfront Advisers
262
Wealthfront Advisers
California
$2.83M +$305K +2,888 +13%
AF
263
Affiance Financial
Minnesota
$2.83M +$112K +1,056 +4%
CMP
264
Coston McIsaac & Partners
Maine
$2.78M +$3.6K +34 +0.1%
CM
265
Columbus Macro
Pennsylvania
$2.74M -$5.29K -50 -0.2%
SFP
266
Sweet Financial Partners
Minnesota
$2.69M -$64.7K -612 -2%
FCH
267
Freestone Capital Holdings
Washington
$2.68M -$111K -1,051 -4%
SW
268
SVB Wealth
Massachusetts
$2.67M -$1.88M -17,741 -42%
WA
269
Wealthstream Advisors
New York
$2.64M -$136K -1,285 -5%
CG
270
Caprock Group
Idaho
$2.63M +$450K +4,259 +22%
AP
271
Adero Partners
California
$2.61M +$529 +5 +0%
SFG
272
Seamount Financial Group
Colorado
$2.6M +$121K +1,144 +5%
UB
273
UMB Bank
Missouri
$2.6M -$51.3K -485 -2%
IAS
274
Insigneo Advisory Services
Florida
$2.59M +$486K +4,595 +24%
GT
275
Glenmede Trust
Pennsylvania
$2.58M -$9.73K -92 -0.4%

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.