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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
BCM
351
BluePointe Capital Management
California
$1.37M +$1.28M +13,328 New
WSWA
352
Warren Street Wealth Advisors
California
$1.32M -$3.27K -34 -0.3%
SOAG
353
Silver Oak Advisory Group
Oregon
$1.31M +$1.25K +13 +0.1%
DT
354
Diversified Trust
Tennessee
$1.29M +$49K +509 +4%
TPCW
355
TD Private Client Wealth
New York
$1.29M -$44.4K -461 -4%
TYCC
356
Texas Yale Capital Corp
Florida
$1.29M -$13.3K -138 -1%
OC
357
Oppenheimer & Co
New York
$1.27M -$12.2K -127 -1%
AG
358
AlTi Global
New York
$1.27M +$1.18M +12,298 New
HF
359
HRT Financial
New York
$1.26M +$297K +3,083 +34%
KWA
360
Kingswood Wealth Advisors
California
$1.26M +$555K +5,763 +89%
FA
361
FF Advisors
California
$1.25M +$1.17M +12,180 New
IFG
362
Independent Financial Group
California
$1.23M -$103K -1,075 -8%
MCWS
363
McKinley Carter Wealth Services
West Virginia
$1.21M +$161K +1,675 +17%
MA
364
MAS Advisors
Florida
$1.21M -$4.52K -47 -0.4%
DFC
365
DB Fitzpatrick & Co
Idaho
$1.21M +$757K +7,869 +202%
ACA
366
Ackerman Capital Advisors
Texas
$1.21M -$135K -1,404 -11%
RA
367
Regis Acquisition
Colorado
$1.19M +$44.3K +460 +4%
CIC
368
Cutler Investment Counsel
Oregon
$1.18M +$19.1K +199 +2%
BC
369
Bartlett & Co
Ohio
$1.18M -$16.3K -169 -1%
PIMG
370
Patriot Investment Management Group
Tennessee
$1.18M -$1.54K -16 -0.1%
BCWM
371
Bartlett & Co Wealth Management
Ohio
$1.18M -$16.3K -169 -1%
ACS
372
Archford Capital Strategies
Illinois
$1.18M -$106K -1,102 -9%
VCM
373
Versant Capital Management
Arizona
$1.17M -$59.8K -621 -5%
GLLW
374
Graves Light Lenhart Wealth
Virginia
$1.17M +$12.6K +131 +1%
WPWM
375
Windward Private Wealth Management
Kansas
$1.16M +$103K +1,074 +11%

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.