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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
FFA
376
First Foundation Advisors
California
$795K +$93.6K +1,033 +14%
TWM
377
Trevian Wealth Management
Massachusetts
$794K +$91 +1 +0%
EAM
378
Eschler Asset Management
United Kingdom
$793K +$780K +8,610 New
BAM
379
Belpointe Asset Management
Nevada
$779K +$168K +1,850 +28%
PWP
380
Principle Wealth Partners
Connecticut
$775K -$68.6K -758 -8%
CFP
381
Catalyst Financial Partners
Massachusetts
$774K -$40.2K -444 -5%
EWM
382
Evercore Wealth Management
New York
$773K -$6.79K -75 -0.9%
EFS
383
Essex Financial Services
Connecticut
$766K
William Blair & Company
384
William Blair & Company
Illinois
$758K +$53.2K +587 +8%
MCWS
385
McKinley Carter Wealth Services
West Virginia
$756K +$743K +8,206 New
GWM
386
Gray Wealth Management
Maine
$743K +$20.7K +229 +3%
Fiera Capital (Canada)
387
Fiera Capital (Canada)
Quebec, Canada
$731K -$3.8K -42 -0.5%
BOPW
388
Brandywine Oak Private Wealth
Pennsylvania
$727K +$124K +1,365 +21%
DACG
389
Donor Advised Charitable Giving
California
$727K -$14.4K -159 -2%
RFA
390
Register Financial Advisors
Georgia
$723K -$7.79K -86 -1%
SPWM
391
Schrum Private Wealth Management
Florida
$723K -$36.4K -402 -5%
MSFS
392
Main Street Financial Solutions
Pennsylvania
$722K -$61K -673 -8%
AL
393
ADE LLC
Maryland
$720K -$23.7K -262 -3%
ATC
394
Argent Trust Co
Tennessee
$720K
RA
395
Rockingstone Advisors
Massachusetts
$717K -$33.6K -371 -5%
RAM
396
Redmond Asset Management
Virginia
$706K -$10.7K -118 -2%
SPW
397
Sonoma Private Wealth
California
$696K
VCM
398
Vivaldi Capital Management
Illinois
$693K -$679K -7,495 -50%
JEST
399
JTC Employer Solutions Trustee
Jersey
$691K
WWP
400
Waypoint Wealth Partners
California
$687K +$4.17K +46 +0.6%

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.