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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
MA
401
Montag & Associates
Georgia
$1.02M -$4.81K -50 -0.5%
BAAM
402
Baker Avenue Asset Management
California
$1.02M -$47.2K -490 -5%
BCA
403
Bay Colony Advisors
Massachusetts
$1.02M +$19.6K +204 +2%
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$1.02M +$125K +1,295 +15%
MCM
405
MidAtlantic Capital Management
Virginia
$1.01M +$943K +9,802 New
CPIG
406
Chicago Partners Investment Group
Illinois
$1M +$36.4K +378 +4%
National Bank of Canada
407
National Bank of Canada
Quebec, Canada
$996K -$45.4K -472 -5%
BWM
408
Benchmark Wealth Management
Connecticut
$993K -$273K -2,841 -23%
BEC
409
Blue Edge Capital
Virginia
$992K +$14.2K +148 +2%
FA
410
FDx Advisors
Illinois
$987K +$2.31K +24 +0.3%
NF
411
Nikulski Financial
Iowa
$985K
PWP
412
Principle Wealth Partners
Connecticut
$978K +$53.2K +553 +6%
APG
413
Abacus Planning Group
South Carolina
$962K +$1.73K +18 +0.2%
HFS
414
Horizon Financial Services
North Carolina
$949K +$12.8K +133 +1%
BA
415
Brightwater Advisory
Florida
$938K +$877K +9,118 New
TI
416
Trexquant Investment
Connecticut
$934K +$873K +9,075 New
LWM
417
Ledge Wealth Management
Minnesota
$923K
CA
418
CGN Advisors
Kansas
$922K +$192 +2 +0%
RA
419
Rockingstone Advisors
Massachusetts
$900K +$56.3K +585 +7%
TWM
420
Trevian Wealth Management
Massachusetts
$887K +$289 +3 +0%
KIM
421
Karpus Investment Management
New York
$885K -$254K -2,640 -23%
EWM
422
Evercore Wealth Management
New York
$881K +$17.3K +180 +2%
KP
423
Keel Point
Alabama
$873K -$28.9K -300 -3%
EFS
424
Essex Financial Services
Connecticut
$865K +$3.94K +41 +0.5%
CFP
425
Catalyst Financial Partners
Massachusetts
$864K

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.