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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
ATPW
401
Ashton Thomas Private Wealth
Arizona
$683K -$89.7K -990 -12%
CCA
402
Checchi Capital Advisers
California
$682K -$51.1K -564 -7%
SSWM
403
Strait & Sound Wealth Management
California
$681K +$9.06K +100 +1%
RCAG
404
Rehmann Capital Advisory Group
Michigan
$679K +$1.09K +12 +0.2%
CW
405
CreativeOne Wealth
Kansas
$679K +$272 +3 +0%
Betterment LLC
406
Betterment LLC
New York
$671K -$57.4K -634 -8%
OSAM
407
O'Shaughnessy Asset Management
Connecticut
$669K -$104K -1,153 -14%
RIL
408
Rothschild Investment LLC
Illinois
$669K
CA
409
CGN Advisors
Kansas
$668K +$364K +4,016 +124%
FPB
410
First PREMIER Bank
South Dakota
$668K
MWM
411
Mission Wealth Management
California
$661K
JWS
412
Juncture Wealth Strategies
Arizona
$649K -$58K -640 -8%
LK
413
Lumbard & Kellner
New Hampshire
$644K -$4.08K -45 -0.6%
FA
414
FC Advisory
Pennsylvania
$636K +$2.08K +23 +0.3%
QCG
415
Quadrant Capital Group
Ohio
$636K +$137K +1,512 +28%
OCM
416
One Capital Management
California
$631K +$4.08K +45 +0.7%
FIB
417
First Interstate Bank
Montana
$629K
PA
418
PFG Advisors
Arizona
$623K +$69.9K +772 +13%
VCA
419
Verdence Capital Advisors
Maryland
$619K +$7.06K +78 +1%
CMBA
420
C.M. Bidwell & Associates
Hawaii
$617K +$36.7K +405 +6%
SWA
421
Sax Wealth Advisors
New Jersey
$611K +$6.88K +76 +1%
WAM
422
Wakefield Asset Management
Colorado
$604K
C1AG
423
Client 1st Advisory Group
Florida
$593K +$181 +2 +0%
MLFP
424
MPS Loria Financial Planners
Illinois
$586K
RBC
425
Roble Belko & Company
Pennsylvania
$577K

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.