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Vanguard Total World Stock ETF

863 hedge funds and large institutions have $9.13B invested in Vanguard Total World Stock ETF in 2023 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 340 increasing their positions, 249 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
863
Holders Change
+82
Holders Change %
+10.5%
% of All Funds
12.65%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.97%
New
139
Increased
340
Reduced
249
Closed
43
Calls
$38M
Puts
$8.14M
Net Calls
+$29.9M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
326
Ruedi Wealth Management
Illinois
$1.61M +$11.4K +111 +0.7%
AWM
327
AllSquare Wealth Management
New York
$1.6M -$4.12K -40 -0.3%
TGAM
328
TBH Global Asset Management
Tennessee
$1.59M -$197K -1,915 -11%
MW
329
Marcum Wealth
Ohio
$1.58M +$1.58M +15,329 New
SFS
330
Sowell Financial Services
Arkansas
$1.58M -$64K -622 -4%
DADC
331
D.A. Davidson & Co
Montana
$1.57M -$283K -2,755 -15%
1WA
332
180 Wealth Advisors
Washington
$1.57M +$81.4K +798 +5%
LSAG
333
Lake Street Advisors Group
New Hampshire
$1.54M +$4.12K +40 +0.3%
VCM
334
Vivaldi Capital Management
Illinois
$1.54M +$727K +6,978 +89%
FWM
335
Fingerlakes Wealth Management
New York
$1.5M +$8.23K +80 +0.6%
CCA
336
Cobblestone Capital Advisors
New York
$1.5M -$539K -5,240 -26%
NA
337
NewEdge Advisors
Louisiana
$1.5M +$232K +2,254 +18%
Focus Partners Wealth
338
Focus Partners Wealth
Massachusetts
$1.5M +$1.5M +14,528 New
AT
339
Arlington Trust
Alabama
$1.49M +$1.49M +14,441 New
RC
340
Roundview Capital
New Jersey
$1.48M +$156K +1,516 +12%
LCS
341
Levin Capital Strategies
New York
$1.48M
LWL
342
Leo Wealth LLC
Texas
$1.47M +$1.47M +14,295 New
CWA
343
Consilio Wealth Advisors
Washington
$1.47M +$3.7K +36 +0.3%
PWM
344
Perigon Wealth Management
California
$1.46M -$13.6K -132 -0.9%
APP
345
Avantax Planning Partners
Iowa
$1.45M
JWCA
346
J.W. Cole Advisors
Florida
$1.42M -$713K -6,930 -33%
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$1.4M -$23.9K -232 -2%
HIA
348
HTG Investment Advisors
Connecticut
$1.39M +$106K +1,034 +8%
BCM
349
BluePointe Capital Management
California
$1.37M +$1.37M +13,328 New
WSWA
350
Warren Street Wealth Advisors
California
$1.32M -$3.5K -34 -0.3%