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Vanguard Total World Stock ETF

781 hedge funds and large institutions have $8.25B invested in Vanguard Total World Stock ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 324 increasing their positions, 237 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-8
Holders Change %
-1.01%
% of All Funds
12.45%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.92%
New
51
Increased
324
Reduced
237
Closed
49
Calls
$16.4M
Puts
$16.4M
Net Calls
-$14K
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
376
FDx Advisors
Illinois
$892K -$423K -4,544 -32%
BEC
377
Blue Edge Capital
Virginia
$885K -$5.96K -64 -0.7%
APG
378
Abacus Planning Group
South Carolina
$870K -$42.8K -459 -5%
HF
379
HRT Financial
New York
$856K +$856K +9,197 New
CPIG
380
Chicago Partners Investment Group
Illinois
$848K +$7.98K +88 +0.9%
HFS
381
Horizon Financial Services
North Carolina
$847K +$309K +3,316 +57%
LWM
382
Ledge Wealth Management
Minnesota
$836K
CA
383
CGN Advisors
Kansas
$835K -$23.5K -252 -3%
PWP
384
Principle Wealth Partners
Connecticut
$835K -$4.66K -50 -0.6%
Baird Financial Group
385
Baird Financial Group
Wisconsin
$832K
KP
386
Keel Point
Alabama
$818K +$2.24K +24 +0.3%
IFA
387
Index Fund Advisors
California
$809K -$280 -3 -0%
TWM
388
Trevian Wealth Management
Massachusetts
$803K +$803K +8,622 New
KA
389
Kovack Advisors
Florida
$803K -$259K -2,785 -24%
GWM
390
Gray Wealth Management
Maine
$803K +$60.7K +651 +8%
WP
391
WealthSpring Partners
California
$803K +$745 +8 +0.1%
CSPIA
392
Cary Street Partners Investment Advisory
Virginia
$801K +$39.1K +420 +5%
EWA
393
EP Wealth Advisors
California
$786K +$486K +5,220 +162%
CFP
394
Catalyst Financial Partners
Massachusetts
$783K
EWM
395
Evercore Wealth Management
New York
$781K -$1.4K -15 -0.2%
EFS
396
Essex Financial Services
Connecticut
$780K +$4.75K +51 +0.6%
NEPPG
397
New England Professional Planning Group
Rhode Island
$770K
ATC
398
Argent Trust Co
Tennessee
$770K +$41.3K +443 +6%
HT
399
Headlands Technologies
Illinois
$767K +$190K +2,040 +33%
RA
400
Rockingstone Advisors
Massachusetts
$760K +$34.9K +375 +5%