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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 %
FFA
401
First Foundation Advisors
California
$759K +$373 +4 +0%
State Street
402
State Street
Massachusetts
$749K -$125K -1,344 -14%
Fiera Capital (Canada)
403
Fiera Capital (Canada)
Quebec, Canada
$746K +$34.2K +367 +5%
VCM
404
Vivaldi Capital Management
Illinois
$728K +$26.6K +285 +4%
RFA
405
Register Financial Advisors
Georgia
$724K -$1.77K -19 -0.2%
CA
406
Cetera Advisors
Colorado
$713K +$411K +4,408 +136%
TSWM
407
Triangle Securities Wealth Management
North Carolina
$711K +$711K +7,625 New
BWM
408
Brickley Wealth Management
California
$710K -$238K -2,553 -25%
SPWM
409
Schrum Private Wealth Management
Florida
$710K +$839 +9 +0.1%
FCA
410
FinTrust Capital Advisors
South Carolina
$706K -$2.09M -22,482 -75%
SPW
411
Sonoma Private Wealth
California
$704K
JEST
412
JTC Employer Solutions Trustee
Jersey
$699K
RCAG
413
Rehmann Capital Advisory Group
Michigan
$691K +$1.58K +17 +0.2%
RAM
414
Redmond Asset Management
Virginia
$690K -$112K -1,199 -14%
SSWM
415
Strait & Sound Wealth Management
California
$690K
MWM
416
Mission Wealth Management
California
$684K +$15.7K +169 +2%
SNBOSD
417
Security National Bank of So Dak
Iowa
$679K +$121K +1,300 +22%
ICG
418
InterOcean Capital Group
Tennessee
$678K
RIL
419
Rothschild Investment LLC
Illinois
$677K
FPB
420
First PREMIER Bank
South Dakota
$676K +$466 +5 +0.1%
KCM
421
Kendall Capital Management
Maryland
$668K +$225K +2,411 +51%
YIH
422
Y-Intercept (HK)
Hong Kong
$665K +$665K +7,137 New
SWA
423
Sax Wealth Advisors
New Jersey
$663K +$51.5K +553 +8%
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$663K +$13.7K +147 +2%
BP
425
Ballentine Partners
Massachusetts
$662K +$90.1K +967 +16%