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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
SFWC
376
Strategic Family Wealth Counselors
New Jersey
$1.14M -$177K -1,840 -14%
TSWM
377
Triangle Securities Wealth Management
North Carolina
$1.13M +$323K +3,355 +44%
NWM
378
Northwest Wealth Management
Iowa
$1.11M +$35.8K +372 +4%
HI
379
Harbour Investments
Wisconsin
$1.11M +$68.2K +709 +7%
BAWC
380
Boyce & Associates Wealth Consulting
Texas
$1.11M +$10.6K +110 +1%
CGPCS
381
Capital Group Private Client Services
California
$1.11M +$1.03M +10,755 New
BWP
382
BSW Wealth Partners
Colorado
$1.1M +$60.7K +631 +6%
CCM
383
Coldstream Capital Management
Washington
$1.1M
WS
384
Wedbush Securities
California
$1.1M
CFGSD
385
Compass Financial Group (South Dakota)
South Dakota
$1.09M -$11.3K -117 -1%
LCAM
386
London & Capital Asset Management
United Kingdom
$1.08M +$1.01M +10,505 New
CFGA
387
Cambridge Financial Group (Arizona)
Arizona
$1.07M +$1.01M +10,445 New
KSWA
388
Kathleen S. Wright Associates
Pennsylvania
$1.07M -$40.7K -423 -4%
TCM
389
Towneley Capital Management
California
$1.07M +$996K +10,354 New
NCM
390
New Capital Management
Texas
$1.06M -$14.3K -149 -1%
NA
391
Nottingham Advisors
New York
$1.06M -$2.41K -25 -0.2%
Baird Financial Group
392
Baird Financial Group
Wisconsin
$1.05M +$124K +1,292 +14%
G
393
GenTrust
Florida
$1.05M +$981K +10,190 New
TWA
394
Trellis Wealth Advisors
California
$1.05M -$17.9K -186 -2%
BAMG
395
Brand Asset Management Group
Missouri
$1.04M -$36.9K -383 -4%
GIA
396
Gladstone Institutional Advisory
Florida
$1.04M +$46.2K +480 +5%
DWP
397
Daymark Wealth Partners
Ohio
$1.03M +$12.5K +130 +1%
RC
398
RBF Capital
California
$1.03M
HSWM
399
Hubbell Strickland Wealth Management
Louisiana
$1.02M +$5.2K +54 +0.5%
JWBC
400
John W. Brooker & Co
California
$1.02M -$7.89K -82 -0.8%

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.