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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
CAG
276
Compass Advisory Group
New York
$2.58M -$253K -2,397 -9%
FPA
277
First Pacific Advisors
California
$2.5M +$529K +5,000 +28%
BSB
278
Bangor Savings Bank
Maine
$2.43M -$476K -4,500 -17%
FCA
279
Fortis Capital Advisors
Kansas
$2.42M -$485K -4,591 -17%
SWP
280
Stratos Wealth Partners
Ohio
$2.41M +$275K +2,602 +14%
WFI
281
West Family Investments
California
$2.39M -$1.06K -10 -0%
TWM
282
Tanager Wealth Management
United Kingdom
$2.39M +$92.4K +874 +4%
IF
283
Ironwood Financial
Arizona
$2.39M +$176K +1,665 +8%
Envestnet Portfolio Solutions
284
Envestnet Portfolio Solutions
Illinois
$2.37M +$1.97M +18,675 +667%
TWP
285
Total Wealth Planning
Ohio
$2.35M -$89.1K -843 -4%
DCM
286
Disciplina Capital Management
Tennessee
$2.32M +$411K +3,885 +23%
RFM
287
Royal Fund Management
Florida
$2.32M +$210K +1,988 +10%
WAG
288
Windsor Advisory Group
Ohio
$2.27M +$249K +2,352 +13%
RWP
289
RWA Wealth Partners
Massachusetts
$2.26M +$182K +1,721 +9%
DT
290
Diversified Trust
Tennessee
$2.25M +$822K +7,777 +62%
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.23M -$8.46K -80 -0.4%
EWA
292
EverSource Wealth Advisors
Alabama
$2.2M -$1.08M -10,205 -33%
PD
293
Planning Directions
Pennsylvania
$2.19M +$236K +2,231 +13%
HIM
294
Hanlon Investment Management
New Jersey
$2.18M
E3F
295
Eight 31 Financial
Texas
$2.17M -$1.75M -16,594 -46%
EWM
296
Empirical Wealth Management
Washington
$2.13M +$20.7K +196 +1%
TB
297
Treynor Bancshares
Iowa
$2.12M -$263K -2,487 -11%
EA
298
Efficient Advisors
Ohio
$2.1M -$97.3K -920 -5%
Betterment LLC
299
Betterment LLC
New York
$2.06M +$33.3K +315 +2%
FHA
300
Flagship Harbor Advisors
Massachusetts
$2.06M -$31.5K -298 -2%

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.