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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
BCM
351
BluePointe Capital Management
California
$1.47M
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$1.47M -$1.63M -15,398 -54%
MWM
353
Mission Wealth Management
California
$1.47M +$616K +5,830 +78%
PS
354
Principal Securities
Iowa
$1.45M -$573K -5,415 -29%
RJT
355
Raymond James Trust
Florida
$1.43M -$466K -4,403 -25%
RA
356
Regis Acquisition
Colorado
$1.43M +$144K +1,360 +12%
WSWA
357
Warren Street Wealth Advisors
California
$1.42M -$4.55K -43 -0.3%
AG
358
AlTi Global
New York
$1.41M +$52.8K +499 +4%
CIC
359
Cutler Investment Counsel
Oregon
$1.41M +$133K +1,260 +11%
MCWS
360
McKinley Carter Wealth Services
West Virginia
$1.4M +$94.4K +893 +8%
JWCA
361
J.W. Cole Advisors
Florida
$1.39M -$137K -1,291 -9%
TYCC
362
Texas Yale Capital Corp
Florida
$1.38M +$423 +4 +0%
IFG
363
Independent Financial Group
California
$1.38M +$51.1K +483 +4%
SOAG
364
Silver Oak Advisory Group
Oregon
$1.37M -$28.9K -273 -2%
SFWC
365
Strategic Family Wealth Counselors
New Jersey
$1.37M +$139K +1,313 +12%
OC
366
Oppenheimer & Co
New York
$1.37M -$2.43K -23 -0.2%
KWA
367
Kingswood Wealth Advisors
California
$1.34M -$8.25K -78 -0.6%
TPCW
368
TD Private Client Wealth
New York
$1.34M -$45.4K -429 -3%
MA
369
MAS Advisors
Florida
$1.3M
BWP
370
BSW Wealth Partners
Colorado
$1.28M +$88K +832 +8%
BCWM
371
Bartlett & Co Wealth Management
Ohio
$1.27M +$3.6K +34 +0.3%
TSWM
372
Triangle Securities Wealth Management
North Carolina
$1.26M +$47.8K +452 +4%
CWA
373
Consilio Wealth Advisors
Washington
$1.26M -$298K -2,815 -20%
GLLW
374
Graves Light Lenhart Wealth
Virginia
$1.26M +$2.12K +20 +0.2%
ACA
375
Ackerman Capital Advisors
Texas
$1.25M -$41.9K -396 -3%

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.