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Vanguard Total World Stock ETF

738 hedge funds and large institutions have $7.24B invested in Vanguard Total World Stock ETF in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 293 increasing their positions, 216 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $7.39M

82% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 61

36% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 216

20% more capital invested

Capital invested by funds: $6.04B → $7.24B (+$1.2B)

6% more funds holding in top 10

Funds holding in top 10: 5255 (+3)

5% more funds holding

Funds holding: 701738 (+37)

0.38% more ownership

Funds ownership: 29.51%29.89% (+0.38%)

Holders
738
Holders Change
+37
Holders Change %
+5.28%
% of All Funds
11.86%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
0.88%
New
111
Increased
293
Reduced
216
Closed
61
Calls
$18.6M
Puts
$7.39M
Net Calls
+$11.2M
Net Calls Change
-$6.49M
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
426
Smith, Moore & Co
Missouri
$609K
LK
427
Lumbard & Kellner
New Hampshire
$599K -$4.27K -50 -0.7%
AAS
428
Ameritas Advisory Services
Nebraska
$599K +$33.5K +392 +6%
TFS
429
TrustCore Financial Services
Tennessee
$594K -$253K -2,956 -30%
FA
430
FC Advisory
Pennsylvania
$593K +$5.55K +65 +1%
FIB
431
First Interstate Bank
Montana
$589K -$1.71K -20 -0.3%
OCM
432
One Capital Management
California
$586K +$171 +2 +0%
VCA
433
Verdence Capital Advisors
Maryland
$572K -$5.55K -65 -1%
BAM
434
Belpointe Asset Management
Nevada
$570K -$17.5K -205 -3%
CS
435
Credit Suisse
Switzerland
$568K +$454K +5,319 +418%
WAM
436
Wakefield Asset Management
Colorado
$565K +$45.1K +528 +9%
SWA
437
Sax Wealth Advisors
New Jersey
$565K +$3.93K +46 +0.7%
CAAS
438
Capital Asset Advisory Services
Michigan
$563K -$2.87M -33,645 -84%
BOPW
439
Brandywine Oak Private Wealth
Pennsylvania
$563K -$288K -3,371 -34%
KWM
440
Kingsview Wealth Management
Oregon
$560K +$152K +1,781 +38%
C1AG
441
Client 1st Advisory Group
Florida
$555K +$342 +4 +0.1%
Loomis, Sayles & Company
442
Loomis, Sayles & Company
Massachusetts
$550K +$527K +6,174 +2,912%
MLFP
443
MPS Loria Financial Planners
Illinois
$548K
CMBA
444
C.M. Bidwell & Associates
Hawaii
$542K -$91.9K -1,076 -15%
RBC
445
Roble Belko & Company
Pennsylvania
$540K +$483K +5,658 +925%
JPG
446
Jordan Park Group
California
$537K
VVP
447
Venture Visionary Partners
Ohio
$533K -$41K -480 -7%
KPWS
448
Kestra Private Wealth Services
Texas
$526K +$188K +2,199 +56%
DP
449
Divergent Planning
Maryland
$517K -$318K -3,725 -38%
PA
450
PFG Advisors
Arizona
$517K +$30.7K +359 +6%

VT Hedge Fund Activity: Q4 2022 in Review

738 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2022, worth a combined $7.24B — up 20% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new VT positions and 61 closed out — a net gain of 50 holders — while 293 added to existing stakes and 216 trimmed.

The largest buyer was Citigroup, adding an estimated $131M. The largest seller was Kemper, exiting entirely with an estimated $58.4M sold.

  • 738 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2022, up from 701 in Q3 2022.
  • Funds reported $7.24B of Vanguard Total World Stock ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 111 funds opened new Vanguard Total World Stock ETF positions in Q4 2022 and 61 closed out, a net change of +50 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2022 was Citigroup, an estimated $131M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2022 was Kemper, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2022.