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Vanguard Total World Stock ETF

793 hedge funds and large institutions have $8.26B invested in Vanguard Total World Stock ETF in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 310 increasing their positions, 237 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 25

49% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $21.5M

31% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 237

10% more capital invested

Capital invested by funds: $7.51B → $8.26B (+$748M)

8% more funds holding

Funds holding: 733793 (+60)

7% more funds holding in top 10

Funds holding in top 10: 5660 (+4)

0.36% more ownership

Funds ownership: 28.59%28.95% (+0.36%)

Holders
793
Holders Change
+60
Holders Change %
+8.19%
% of All Funds
12.45%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
0.94%
New
89
Increased
310
Reduced
237
Closed
25
Calls
$32.1M
Puts
$21.5M
Net Calls
+$10.6M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
426
One Capital Management
California
$664K +$281 +3 +0%
FPA
427
First Pacific Advisors
California
$664K -$337K -3,600 -34%
FIB
428
First Interstate Bank
Montana
$659K -$2.81K -30 -0.4%
PFS
429
Prospera Financial Services
Texas
$657K +$105K +1,123 +20%
CRIG
430
Charter Research & Investment Group
Connecticut
$655K +$279K +2,974 New
CCA
431
Checchi Capital Advisers
California
$654K -$61.5K -656 -9%
VCA
432
Verdence Capital Advisors
Maryland
$652K
LK
433
Lumbard & Kellner
New Hampshire
$638K -$52K -555 -8%
SWA
434
Sax Wealth Advisors
New Jersey
$637K -$6.19K -66 -1%
WAM
435
Wakefield Asset Management
Colorado
$636K
ATPW
436
Ashton Thomas Private Wealth
Arizona
$631K -$85K -907 -12%
C1AG
437
Client 1st Advisory Group
Florida
$625K +$375 +4 +0.1%
PA
438
PFG Advisors
Arizona
$620K -$34.8K -371 -5%
BWM
439
Benchmark Wealth Management
Connecticut
$620K +$69.3K +739 +13%
MLFP
440
MPS Loria Financial Planners
Illinois
$617K
WI
441
Wintrust Investments
Illinois
$614K +$83.9K +895 +16%
RBC
442
Roble Belko & Company
Pennsylvania
$608K
JPG
443
Jordan Park Group
California
$604K
HT
444
Headlands Technologies
Illinois
$600K +$580K +6,190 New
BP
445
Ballentine Partners
Massachusetts
$595K
WSTAM
446
Wilbanks Smith & Thomas Asset Management
Virginia
$595K +$39.4K +420 +7%
SNBOSD
447
Security National Bank of So Dak
Iowa
$581K +$562K +5,992 New
KPWS
448
Kestra Private Wealth Services
Texas
$578K -$11.6K -124 -2%
TFF
449
The Family Firm
Maryland
$577K +$3K +32 +0.5%
CHP
450
Cable Hill Partners
Oregon
$571K -$2.25K -24 -0.4%

VT Hedge Fund Activity: Q2 2023 in Review

793 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q2 2023, worth a combined $8.26B — up 10% from $7.51B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VT positions and 25 closed out — a net gain of 64 holders — while 310 added to existing stakes and 237 trimmed.

The largest buyer was Jane Street, adding an estimated $213M. The largest seller was Wellington Management Group, cutting an estimated $39.3M.

  • 793 institutional investors held Vanguard Total World Stock ETF (VT) as of Q2 2023, up from 733 in Q1 2023.
  • Funds reported $8.26B of Vanguard Total World Stock ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 89 funds opened new Vanguard Total World Stock ETF positions in Q2 2023 and 25 closed out, a net change of +64 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q2 2023 was Jane Street, an estimated $213M added.
  • The largest Vanguard Total World Stock ETF seller in Q2 2023 was Wellington Management Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q2 2023.