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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
FA
301
FDx Advisors
Illinois
$1.22M
IFG
302
Independent Financial Group
California
$1.22M +$27.2K +300 +2%
AWS
303
AJ Wealth Strategies
New York
$1.21M
SFWC
304
Strategic Family Wealth Counselors
New Jersey
$1.2M +$156K +1,718 +15%
WSWA
305
Warren Street Wealth Advisors
California
$1.19M +$8.88K +98 +0.8%
SFS
306
Sowell Financial Services
Arkansas
$1.19M -$114K -1,256 -9%
RC
307
Roundview Capital
New Jersey
$1.19M +$21.8K +241 +2%
CG
308
CFO4Life Group
Texas
$1.16M +$420K +4,641 +58%
WP
309
WealthSpring Partners
California
$1.16M -$158K -1,744 -12%
VCM
310
Versant Capital Management
Arizona
$1.16M -$41.9K -463 -4%
ACS
311
Archford Capital Strategies
Illinois
$1.15M -$13.9K -153 -1%
Wealthfront Advisers
312
Wealthfront Advisers
California
$1.14M +$378K +4,173 +51%
RVPG
313
Relative Value Partners Group
$1.14M -$330K -3,647 -23%
SOAG
314
Silver Oak Advisory Group
Oregon
$1.13M +$9.51K +105 +0.9%
1832 Asset Management
315
1832 Asset Management
Ontario, Canada
$1.13M
BCWM
316
Bartlett & Co Wealth Management
Ohio
$1.12M -$33.8K -373 -3%
BC
317
Bartlett & Co
Ohio
$1.11M -$33.8K -373 -3%
FPAS
318
Focus Partners Advisor Solutions
Missouri
$1.11M -$139K -1,534 -11%
BAWC
319
Boyce & Associates Wealth Consulting
Texas
$1.1M +$56K +618 +5%
TYCC
320
Texas Yale Capital Corp
Florida
$1.09M +$272 +3 +0%
PWM
321
Perigon Wealth Management
California
$1.09M +$3.71K +41 +0.3%
PIMG
322
Patriot Investment Management Group
Tennessee
$1.08M -$32.8K -362 -3%
CCM
323
Coldstream Capital Management
Washington
$1.06M +$12.3K +136 +1%
ACP
324
Aveo Capital Partners
Colorado
$1.04M +$95.1K +1,050 +10%
IWA
325
Intercontinental Wealth Advisors
Texas
$1.04M

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.