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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
PA
276
Paragon Advisors
Texas
$1.39M -$120K -1,327 -8%
DCM
277
Disciplina Capital Management
Tennessee
$1.39M
BPA
278
Beacon Pointe Advisors
California
$1.36M -$192K -2,117 -13%
PO
279
Private Ocean
California
$1.36M +$8.69K +96 +0.7%
LSAG
280
Lake Street Advisors Group
New Hampshire
$1.35M -$1.91M -21,060 -59%
NA
281
NewEdge Advisors
Louisiana
$1.35M -$306K -3,383 -19%
1WA
282
180 Wealth Advisors
Washington
$1.34M +$24.9K +275 +2%
NA
283
Nottingham Advisors
New York
$1.33M -$4.41M -48,745 -77%
ACA
284
Ackerman Capital Advisors
Texas
$1.33M -$71.8K -793 -5%
FWM
285
Fingerlakes Wealth Management
New York
$1.33M -$4.89K -54 -0.4%
EWM
286
Empirical Wealth Management
Washington
$1.33M -$41.6K -459 -3%
LCS
287
Levin Capital Strategies
New York
$1.32M
LIA
288
LBMC Investment Advisors
Tennessee
$1.32M +$5.98K +66 +0.5%
AT
289
American Trust
Kentucky
$1.32M -$78.7K -869 -6%
VA
290
Valmark Advisers
Ohio
$1.31M +$493K +5,442 +62%
SWP
291
Stratos Wealth Partners
Ohio
$1.31M +$481K +5,315 +60%
CIA
292
Choate Investment Advisors
Massachusetts
$1.31M +$362 +4 +0%
NL
293
NWAM LLC
Washington
$1.31M +$85.6K +945 +7%
APP
294
Avantax Planning Partners
Iowa
$1.3M
KIM
295
Karpus Investment Management
New York
$1.29M +$1.36K +15 +0.1%
CIA
296
Compass Ion Advisors
Pennsylvania
$1.28M -$18.1M -199,685 -93%
LB
297
Leo Brokerage
Texas
$1.27M +$1.25M +13,752 New
IF
298
Ironwood Financial
Arizona
$1.25M +$50.4K +556 +4%
PPW
299
Presilium Private Wealth
Pennsylvania
$1.25M -$439K -4,844 -26%
TPCW
300
TD Private Client Wealth
New York
$1.25M -$43.8K -484 -3%

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.