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Vanguard Total World Stock ETF

891 hedge funds and large institutions have $9.44B invested in Vanguard Total World Stock ETF in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 385 increasing their positions, 273 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $4.4M

51% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 55

41% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 273

3% more funds holding in top 10

Funds holding in top 10: 6668 (+2)

2% more funds holding

Funds holding: 870891 (+21)

2.09% more ownership

Funds ownership: 28.75%30.84% (+2.1%)

3% more capital invested

Capital invested by funds: $9.15B → $9.44B (+$283M)

Holders
891
Holders Change
+21
Holders Change %
+2.41%
% of All Funds
12.83%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
0.98%
New
83
Increased
385
Reduced
273
Closed
55
Calls
$29.6M
Puts
$4.4M
Net Calls
+$25.2M
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
326
Wedmont Private Capital
Pennsylvania
$1.73M +$934K +8,831 +128%
RWM
327
Ruedi Wealth Management
Illinois
$1.72M -$3.07K -29 -0.2%
William Blair & Company
328
William Blair & Company
Illinois
$1.72M -$1.19M -11,285 -42%
1WA
329
180 Wealth Advisors
Washington
$1.71M +$9.83K +93 +0.6%
DADC
330
D.A. Davidson & Co
Montana
$1.71M +$15.9K +150 +1%
VCM
331
Vivaldi Capital Management
Illinois
$1.7M +$65.5K +619 +4%
PWM
332
Perigon Wealth Management
California
$1.7M +$129K +1,222 +9%
TGAM
333
TBH Global Asset Management
Tennessee
$1.69M -$7.83K -74 -0.5%
LSAG
334
Lake Street Advisors Group
New Hampshire
$1.69M +$33.1K +313 +2%
AWM
335
AllSquare Wealth Management
New York
$1.69M -$29.4K -278 -2%
LWL
336
Leo Wealth LLC
Texas
$1.69M +$101K +956 +7%
TTSTC
337
Texas Treasury Safekeeping Trust Company
Texas
$1.65M +$1.33B +12,599,304 +547%
FWM
338
Fingerlakes Wealth Management
New York
$1.61M -$3.6K -34 -0.2%
ITB
339
Idaho Trust Bank
Idaho
$1.61M +$1.54M +14,531 New
CCA
340
Cobblestone Capital Advisors
New York
$1.6M -$8.46K -80 -0.5%
AT
341
Arlington Trust
Alabama
$1.6M
LCS
342
Levin Capital Strategies
New York
$1.59M
RC
343
Roundview Capital
New Jersey
$1.57M -$18.2K -172 -1%
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$1.57M +$68.3K +646 +5%
APP
345
Avantax Planning Partners
Iowa
$1.57M +$13.5K +128 +0.9%
SCA
346
Snowden Capital Advisors
New York
$1.57M +$1.06M +9,992 +238%
HWM
347
HB Wealth Management
Georgia
$1.57M -$168K -1,588 -10%
HIA
348
HTG Investment Advisors
Connecticut
$1.55M +$60.6K +573 +4%
TIM
349
Tortoise Investment Management
New York
$1.54M -$349K -3,301 -19%
FA
350
Fermata Advisors
California
$1.5M -$231K -2,187 -14%

VT Hedge Fund Activity: Q1 2024 in Review

891 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2024, worth a combined $9.44B — up 3.1% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VT positions and 55 closed out — a net gain of 28 holders — while 385 added to existing stakes and 273 trimmed.

The largest buyer was Texas Treasury Safekeeping Trust Company, adding an estimated $1.33B. The largest seller was Morgan Stanley, cutting an estimated $433M.

  • 891 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2024, up from 870 in Q4 2023.
  • Funds reported $9.44B of Vanguard Total World Stock ETF stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 83 funds opened new Vanguard Total World Stock ETF positions in Q1 2024 and 55 closed out, a net change of +28 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2024 was Texas Treasury Safekeeping Trust Company, an estimated $1.33B added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2024 was Morgan Stanley, an estimated $433M sold.

Based on aggregated 13F filings for Q1 2024.