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Vanguard Total World Stock ETF

738 hedge funds and large institutions have $7.24B invested in Vanguard Total World Stock ETF in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 293 increasing their positions, 216 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $7.39M

82% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 61

36% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 216

20% more capital invested

Capital invested by funds: $6.04B → $7.24B (+$1.2B)

6% more funds holding in top 10

Funds holding in top 10: 5255 (+3)

5% more funds holding

Funds holding: 701738 (+37)

0.38% more ownership

Funds ownership: 29.51%29.89% (+0.38%)

Holders
738
Holders Change
+37
Holders Change %
+5.28%
% of All Funds
11.86%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
0.88%
New
111
Increased
293
Reduced
216
Closed
61
Calls
$18.6M
Puts
$7.39M
Net Calls
+$11.2M
Net Calls Change
-$6.49M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
Ancora Advisors
Ohio
$1.03M -$3.76M -44,063 -79%
HSA
327
HBK Sorce Advisory
Pennsylvania
$1.03M +$431K +5,049 +74%
FFN
328
Focus Financial Network
Minnesota
$1.02M +$308K +3,608 +44%
TYCC
329
Texas Yale Capital Corp
Florida
$1.02M +$427 +5 +0%
PWM
330
Perigon Wealth Management
California
$1.01M +$281K +3,289 +39%
CFGSD
331
Compass Financial Group (South Dakota)
South Dakota
$1.01M +$997K +11,669 New
MCC
332
Money Concepts Capital
Florida
$992K +$954K +11,167 +3,227%
CCM
333
Coldstream Capital Management
Washington
$983K +$974K +11,401 New
BAWC
334
Boyce & Associates Wealth Consulting
Texas
$982K -$30K -351 -3%
CG
335
Colony Group
Massachusetts
$980K -$171K -2,000 -15%
SFWC
336
Strategic Family Wealth Counselors
New Jersey
$977K -$389K -4,555 -29%
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$974K +$747K +8,749 +342%
IWA
338
Intercontinental Wealth Advisors
Texas
$974K -$453K -5,306 -32%
NA
339
NewEdge Advisors
Louisiana
$963K +$181K +2,118 +13%
LCAM
340
London & Capital Asset Management
United Kingdom
$959K +$950K +11,121 New
DT
341
Diversified Trust
Tennessee
$958K -$57.9K -678 -6%
CPIG
342
Chicago Partners Investment Group
Illinois
$957K -$115K -1,350 -12%
GLLW
343
Graves Light Lenhart Wealth
Virginia
$956K +$18.9K +221 +2%
CAN
344
Claraphi Advisory Network
United States
$953K +$258K +3,015 +37%
NWM
345
Northwest Wealth Management
Iowa
$949K +$58.8K +688 +7%
BAMG
346
Brand Asset Management Group
Missouri
$945K -$30.8K -360 -3%
RJT
347
Raymond James Trust
Florida
$937K -$9.14K -107 -1%
Thrivent Financial for Lutherans
348
Thrivent Financial for Lutherans
Minnesota
$934K +$37.2K +435 +4%
BAAM
349
Baker Avenue Asset Management
California
$932K -$59.5K -697 -6%
BEC
350
Blue Edge Capital
Virginia
$930K -$32.5K -381 -3%

VT Hedge Fund Activity: Q4 2022 in Review

738 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2022, worth a combined $7.24B — up 20% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new VT positions and 61 closed out — a net gain of 50 holders — while 293 added to existing stakes and 216 trimmed.

The largest buyer was Citigroup, adding an estimated $131M. The largest seller was Kemper, exiting entirely with an estimated $58.4M sold.

  • 738 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2022, up from 701 in Q3 2022.
  • Funds reported $7.24B of Vanguard Total World Stock ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 111 funds opened new Vanguard Total World Stock ETF positions in Q4 2022 and 61 closed out, a net change of +50 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2022 was Citigroup, an estimated $131M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2022 was Kemper, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2022.