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Vanguard Total World Stock ETF

738 hedge funds and large institutions have $7.24B invested in Vanguard Total World Stock ETF in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 293 increasing their positions, 216 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $7.39M

82% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 61

36% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 216

20% more capital invested

Capital invested by funds: $6.04B → $7.24B (+$1.2B)

6% more funds holding in top 10

Funds holding in top 10: 5255 (+3)

5% more funds holding

Funds holding: 701738 (+37)

0.38% more ownership

Funds ownership: 29.51%29.89% (+0.38%)

Holders
738
Holders Change
+37
Holders Change %
+5.28%
% of All Funds
11.86%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
0.88%
New
111
Increased
293
Reduced
216
Closed
61
Calls
$18.6M
Puts
$7.39M
Net Calls
+$11.2M
Net Calls Change
-$6.49M
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
376
Catalyst Financial Partners
Massachusetts
$762K +$756K +8,845 New
D
377
Diversified
Delaware
$759K +$5.55K +65 +0.7%
VA
378
Valmark Advisers
Ohio
$759K -$2.48K -29 -0.3%
Wealth Enhancement Advisory Services
379
Wealth Enhancement Advisory Services
Minnesota
$757K +$53K +620 +8%
IFA
380
Index Fund Advisors
California
$747K +$2.14K +25 +0.3%
TWM
381
Trevian Wealth Management
Massachusetts
$743K +$239K +2,800 +48%
MSFS
382
Main Street Financial Solutions
Pennsylvania
$734K -$121K -1,419 -14%
EWM
383
Evercore Wealth Management
New York
$730K +$25.6K +300 +4%
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$726K -$151K -1,763 -17%
ATPW
385
Ashton Thomas Private Wealth
Arizona
$725K -$142K -1,666 -17%
EFS
386
Essex Financial Services
Connecticut
$716K +$85 +1 +0%
WPWM
387
Windward Private Wealth Management
Kansas
$715K -$32K -375 -4%
ICG
388
InterOcean Capital Group
Tennessee
$711K +$171 +2 +0%
SPWM
389
Schrum Private Wealth Management
Florida
$711K +$1.45K +17 +0.2%
Wealthfront Advisers
390
Wealthfront Advisers
California
$709K +$285K +3,334 +68%
RA
391
Rockingstone Advisors
Massachusetts
$703K +$697K +8,157 New
SC
392
Scotia Capital
Ontario, Canada
$702K +$696K +8,143 New
RWG
393
Ratio Wealth Group
Colorado
$697K -$18.8K -220 -3%
AL
394
ADE LLC
Maryland
$696K +$1.97K +23 +0.3%
DACG
395
Donor Advised Charitable Giving
California
$694K -$5.13K -60 -0.7%
KSWA
396
Kathleen S. Wright Associates
Pennsylvania
$689K +$63.1K +739 +10%
Fiera Capital (Canada)
397
Fiera Capital (Canada)
Quebec, Canada
$688K +$13K +152 +2%
CCA
398
Checchi Capital Advisers
California
$687K -$80K -937 -11%
CG
399
CFO4Life Group
Texas
$686K +$66.3K +776 +11%
C
400
CFO4Life
Texas
$686K +$680K +7,962 New

VT Hedge Fund Activity: Q4 2022 in Review

738 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2022, worth a combined $7.24B — up 20% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new VT positions and 61 closed out — a net gain of 50 holders — while 293 added to existing stakes and 216 trimmed.

The largest buyer was Citigroup, adding an estimated $131M. The largest seller was Kemper, exiting entirely with an estimated $58.4M sold.

  • 738 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2022, up from 701 in Q3 2022.
  • Funds reported $7.24B of Vanguard Total World Stock ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 111 funds opened new Vanguard Total World Stock ETF positions in Q4 2022 and 61 closed out, a net change of +50 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2022 was Citigroup, an estimated $131M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2022 was Kemper, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2022.