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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
JPG
426
Jordan Park Group
California
$574K
VVP
427
Venture Visionary Partners
Ohio
$570K -$272 -3 -0%
BP
428
Ballentine Partners
Massachusetts
$565K -$121K -1,338 -18%
CAAS
429
Capital Asset Advisory Services
Michigan
$560K -$41.2K -455 -7%
KPWS
430
Kestra Private Wealth Services
Texas
$560K -$1.45K -16 -0.3%
TFF
431
The Family Firm
Maryland
$545K -$5.16K -57 -1%
CHP
432
Cable Hill Partners
Oregon
$544K -$1.37M -15,151 -72%
SMC
433
Smith, Moore & Co
Missouri
$541K -$108K -1,190 -17%
DP
434
Divergent Planning
Maryland
$538K -$13.8K -152 -3%
SC
435
Savant Capital
Illinois
$529K +$303K +3,342 +139%
AMM
436
American Money Management
California
$529K -$8.15K -90 -2%
BWM
437
Benchmark Wealth Management
Connecticut
$526K +$26.5K +293 +5%
WSTAM
438
Wilbanks Smith & Thomas Asset Management
Virginia
$526K +$85K +939 +20%
PFS
439
Prospera Financial Services
Texas
$520K +$512K +5,652 New
HFS
440
Horizon Financial Services
North Carolina
$511K +$132K +1,463 +36%
AAS
441
Avantax Advisory Services
Texas
$506K +$231K +2,547 +87%
CWM
442
Collaborative Wealth Management
Florida
$502K -$5.89K -65 -1%
WI
443
Wintrust Investments
Illinois
$500K +$4.53K +50 +0.9%
VIM
444
Vista Investment Management
Pennsylvania
$492K +$484K +5,344 New
AM
445
AGF Management
Ontario, Canada
$488K -$726K -8,018 -60%
CHAM
446
Clear Harbor Asset Management
Connecticut
$486K
LFS
447
Lutz Financial Services
Nebraska
$483K -$38.3K -423 -7%
MCM
448
Monument Capital Management
Virginia
$481K +$10.5K +116 +2%
First Manhattan
449
First Manhattan
New York
$480K
CFA
450
Cahill Financial Advisors
Minnesota
$479K -$29.8K -329 -6%

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.