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Vanguard Total World Stock ETF

870 hedge funds and large institutions have $9.15B invested in Vanguard Total World Stock ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 341 increasing their positions, 251 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more call options, than puts

Call options by funds: $38M | Put options by funds: $8.14M

230% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 43

36% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 251

14% more funds holding in top 10

Funds holding in top 10: 5866 (+8)

11% more capital invested

Capital invested by funds: $8.26B → $9.15B (+$897M)

11% more funds holding

Funds holding: 785870 (+85)

0.43% less ownership

Funds ownership: 29.18%28.75% (-0.43%)

Holders
870
Holders Change
+85
Holders Change %
+10.83%
% of All Funds
12.68%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.96%
New
142
Increased
341
Reduced
251
Closed
43
Calls
$38M
Puts
$8.14M
Net Calls
+$29.9M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
326
Fermata Advisors
California
$1.62M -$13.6K -141 -0.9%
LIA
327
LBMC Investment Advisors
Tennessee
$1.61M +$85.7K +891 +6%
RWM
328
Ruedi Wealth Management
Illinois
$1.61M +$10.7K +111 +0.7%
AWM
329
AllSquare Wealth Management
New York
$1.6M -$3.85K -40 -0.3%
TGAM
330
TBH Global Asset Management
Tennessee
$1.59M -$184K -1,915 -11%
MW
331
Marcum Wealth
Ohio
$1.58M +$1.48M +15,329 New
SFS
332
Sowell Financial Services
Arkansas
$1.57M -$59.9K -622 -4%
DADC
333
D.A. Davidson & Co
Montana
$1.57M -$265K -2,755 -15%
1WA
334
180 Wealth Advisors
Washington
$1.57M +$76.8K +798 +5%
LSAG
335
Lake Street Advisors Group
New Hampshire
$1.54M +$3.85K +40 +0.3%
VCM
336
Vivaldi Capital Management
Illinois
$1.54M +$672K +6,978 +89%
FWM
337
Fingerlakes Wealth Management
New York
$1.5M +$7.7K +80 +0.6%
CCA
338
Cobblestone Capital Advisors
New York
$1.5M -$504K -5,240 -26%
NA
339
NewEdge Advisors
Louisiana
$1.5M +$217K +2,254 +18%
Focus Partners Wealth
340
Focus Partners Wealth
Massachusetts
$1.5M +$1.4M +14,528 New
AT
341
Arlington Trust
Alabama
$1.49M +$1.39M +14,441 New
RC
342
Roundview Capital
New Jersey
$1.48M +$146K +1,516 +12%
LCS
343
Levin Capital Strategies
New York
$1.48M
LWL
344
Leo Wealth LLC
Texas
$1.47M +$1.38M +14,295 New
CWA
345
Consilio Wealth Advisors
Washington
$1.47M +$3.46K +36 +0.3%
PWM
346
Perigon Wealth Management
California
$1.46M -$12.7K -132 -0.9%
APP
347
Avantax Planning Partners
Iowa
$1.45M
JWCA
348
J.W. Cole Advisors
Florida
$1.42M -$667K -6,930 -33%
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$1.4M -$22.3K -232 -2%
HIA
350
HTG Investment Advisors
Connecticut
$1.39M +$99.5K +1,034 +8%

VT Hedge Fund Activity: Q4 2023 in Review

870 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2023, worth a combined $9.15B — up 11% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new VT positions and 43 closed out — a net gain of 99 holders — while 341 added to existing stakes and 251 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $411M. The largest seller was Bank of America, cutting an estimated $910M.

  • 870 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2023, up from 785 in Q3 2023.
  • Funds reported $9.15B of Vanguard Total World Stock ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 142 funds opened new Vanguard Total World Stock ETF positions in Q4 2023 and 43 closed out, a net change of +99 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2023 was Morgan Stanley, an estimated $411M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2023 was Bank of America, an estimated $910M sold.

Based on aggregated 13F filings for Q4 2023.