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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
AP
301
Arlington Partners
Alabama
$1.4M -$97.6K -1,041 -7%
ACA
302
Ackerman Capital Advisors
Texas
$1.4M
FWM
303
Fingerlakes Wealth Management
New York
$1.4M -$750 -8 -0.1%
LCS
304
Levin Capital Strategies
New York
$1.39M
KWM
305
Kingsview Wealth Management
Oregon
$1.38M +$517K +5,513 +63%
AT
306
American Trust
Kentucky
$1.37M +$3.09K +33 +0.2%
PWM
307
Perigon Wealth Management
California
$1.37M +$216K +2,309 +20%
FA
308
FDx Advisors
Illinois
$1.37M -$4.31K -46 -0.3%
APP
309
Avantax Planning Partners
Iowa
$1.37M
LB
310
Leo Brokerage
Texas
$1.36M +$25.6K +273 +2%
PPW
311
Presilium Private Wealth
Pennsylvania
$1.36M +$33.3K +355 +3%
TPCW
312
TD Private Client Wealth
New York
$1.28M -$37.8K -403 -3%
AWS
313
AJ Wealth Strategies
New York
$1.28M
IFG
314
Independent Financial Group
California
$1.26M -$15.5K -165 -1%
SFWC
315
Strategic Family Wealth Counselors
New Jersey
$1.26M -$1.03K -11 -0.1%
Natixis Advisors
316
Natixis Advisors
Massachusetts
$1.26M -$714K -7,614 -37%
CIA
317
Choate Investment Advisors
Massachusetts
$1.26M -$115K -1,223 -9%
WSWA
318
Warren Street Wealth Advisors
California
$1.26M -$3.09K -33 -0.3%
RC
319
Roundview Capital
New Jersey
$1.25M
ACS
320
Archford Capital Strategies
Illinois
$1.25M
RVPG
321
Relative Value Partners Group
$1.24M +$37.3K +398 +3%
RFM
322
Royal Fund Management
Florida
$1.23M +$307K +3,280 +35%
TYCC
323
Texas Yale Capital Corp
Florida
$1.23M +$75.8K +809 +7%
OC
324
Oppenheimer & Co
New York
$1.22M -$683K -7,288 -37%
NA
325
NewEdge Advisors
Louisiana
$1.2M -$221K -2,358 -16%

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.