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Vanguard Total World Stock ETF

733 hedge funds and large institutions have $7.51B invested in Vanguard Total World Stock ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 266 increasing their positions, 245 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 53

28% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $30.8M

2% more funds holding in top 10

Funds holding in top 10: 5556 (+1)

9% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 245

4% more capital invested

Capital invested by funds: $7.24B → $7.51B (+$268M)

1% less funds holding

Funds holding: 738733 (-5)

1.3% less ownership

Funds ownership: 29.89%28.59% (-1.3%)

Holders
733
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.68%
Holding in Top 10
56
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.82%
% of All Funds
0.89%
New
68
Increased
266
Reduced
245
Closed
53
Calls
$39.5M
Puts
$30.8M
Net Calls
+$8.61M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
APG
351
Abacus Planning Group
South Carolina
$903K +$226K +2,499 +34%
DA
352
Doliver Advisors
Texas
$899K +$33.7K +372 +4%
LBA
353
Letko, Brosseau & Associates
Quebec, Canada
$898K -$233K -2,575 -21%
CIC
354
Cutler Investment Counsel
Oregon
$887K +$63.8K +704 +8%
NF
355
Nikulski Financial
Iowa
$883K +$1.81K +20 +0.2%
BWM
356
Brickley Wealth Management
California
$875K -$980K -10,816 -53%
RFM
357
Royal Fund Management
Florida
$869K +$480K +5,298 +128%
BCA
358
Bay Colony Advisors
Massachusetts
$864K -$9.87K -109 -1%
NEPPG
359
New England Professional Planning Group
Rhode Island
$856K
GIA
360
Gladstone Institutional Advisory
Florida
$855K +$187K +2,062 +29%
KP
361
Keel Point
Alabama
$853K -$130K -1,438 -13%
BWP
362
BSW Wealth Partners
Colorado
$852K +$272 +3 +0%
FA
363
Fermata Advisors
California
$851K -$898K -9,918 -52%
WPWM
364
Windward Private Wealth Management
Kansas
$842K +$77K +850 +10%
RBA
365
Richard Bernstein Advisors
New York
$841K -$28.6M -315,651 -97%
KSWA
366
Kathleen S. Wright Associates
Pennsylvania
$835K +$97.2K +1,073 +13%
OIA
367
OneDigital Investment Advisors
Kansas
$833K +$133K +1,471 +19%
LWM
368
Ledge Wealth Management
Minnesota
$826K -$410K -4,530 -34%
Wealth Enhancement Advisory Services
369
Wealth Enhancement Advisory Services
Minnesota
$825K +$63.8K +705 +9%
Citadel Advisors
370
Citadel Advisors
Florida
$824K +$810K +8,948 New
National Bank of Canada
371
National Bank of Canada
Quebec, Canada
$824K
D
372
Diversified
Delaware
$814K +$2.54K +28 +0.3%
IFA
373
Index Fund Advisors
California
$809K +$10.2K +113 +1%
KWM
374
Kingsview Wealth Management
Oregon
$807K +$205K +2,267 +35%
CPIG
375
Chicago Partners Investment Group
Illinois
$800K -$148K -1,629 -16%

VT Hedge Fund Activity: Q1 2023 in Review

733 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2023, worth a combined $7.51B — up 3.7% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new VT positions and 53 closed out — a net gain of 15 holders — while 266 added to existing stakes and 245 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $51.2M. The largest seller was Bank of America, cutting an estimated $148M.

  • 733 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2023, down from 738 in Q4 2022.
  • Funds reported $7.51B of Vanguard Total World Stock ETF stock for Q1 2023, up 3.7% quarter-over-quarter.
  • 68 funds opened new Vanguard Total World Stock ETF positions in Q1 2023 and 53 closed out, a net change of +15 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2023 was Rockefeller Capital Management, an estimated $51.2M added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2023 was Bank of America, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2023.