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
CAG
276
Compass Advisory Group
New York
$1.64M +$106K +1,131 +7%
FA
277
Fermata Advisors
California
$1.62M +$699K +7,451 +81%
NL
278
NWAM LLC
Washington
$1.59M +$207K +2,207 +16%
Neuberger Berman Group
279
Neuberger Berman Group
New York
$1.59M +$20.2K +215 +1%
HP
280
HT Partners
Connecticut
$1.59M
FFN
281
Focus Financial Network
Minnesota
$1.57M +$78.5K +837 +5%
AWA
282
Arete Wealth Advisors
Illinois
$1.55M -$4.97K -53 -0.3%
ACP
283
Aveo Capital Partners
Colorado
$1.5M +$384K +4,100 +36%
RWM
284
Ruedi Wealth Management
Illinois
$1.49M -$1.22K -13 -0.1%
AP
285
Adero Partners
California
$1.49M
SWP
286
Stratos Wealth Partners
Ohio
$1.49M +$111K +1,179 +8%
IAS
287
Insigneo Advisory Services
Florida
$1.49M +$1.44M +15,385 New
AWM
288
AllSquare Wealth Management
New York
$1.47M -$26K -277 -2%
DA
289
Doliver Advisors
Texas
$1.45M +$491K +5,234 +54%
IF
290
Ironwood Financial
Arizona
$1.45M +$122K +1,302 +10%
BPA
291
Beacon Pointe Advisors
California
$1.45M +$16.9K +180 +1%
LSAG
292
Lake Street Advisors Group
New Hampshire
$1.44M +$16.7K +178 +1%
EWM
293
Empirical Wealth Management
Washington
$1.43M +$30.8K +329 +2%
1WA
294
180 Wealth Advisors
Washington
$1.43M +$7.5K +80 +0.5%
FPAS
295
Focus Partners Advisor Solutions
Missouri
$1.43M +$251K +2,673 +22%
VA
296
Valmark Advisers
Ohio
$1.43M +$43K +459 +3%
CG
297
Colony Group
Massachusetts
$1.41M -$281K -3,000 -17%
SFS
298
Sowell Financial Services
Arkansas
$1.41M +$155K +1,656 +13%
PD
299
Planning Directions
Pennsylvania
$1.4M +$354K +3,779 +35%
LIA
300
LBMC Investment Advisors
Tennessee
$1.4M +$13.9K +148 +1%

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.