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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
IFA
426
Index Fund Advisors
California
$860K -$31K -322 -4%
ATC
427
Argent Trust Co
Tennessee
$850K
NEPPG
428
New England Professional Planning Group
Rhode Island
$850K
SIS
429
Strategic Investment Solutions
Illinois
$845K -$8.64M -89,830 -92%
KA
430
Kovack Advisors
Florida
$841K -$42.4K -441 -5%
Thrivent Financial for Lutherans
431
Thrivent Financial for Lutherans
Minnesota
$838K +$300K +3,118 +62%
SP
432
Successful Portfolios
Florida
$820K +$97.2K +1,010 +15%
RFA
433
Register Financial Advisors
Georgia
$805K +$5.68K +59 +0.8%
TD Asset Management
434
TD Asset Management
Ontario, Canada
$804K +$752K +7,813 New
KCM
435
Kendall Capital Management
Maryland
$803K +$61.1K +635 +9%
Fiera Capital (Canada)
436
Fiera Capital (Canada)
Quebec, Canada
$788K -$33.8K -351 -4%
CA
437
Cetera Advisors
Colorado
$784K -$3.75K -39 -0.5%
NWM
438
Napa Wealth Management
California
$782K +$732K +7,602 New
HWM
439
Hohimer Wealth Management
Washington
$781K +$730K +7,590 New
FCA
440
FinTrust Capital Advisors
South Carolina
$778K -$1.54K -16 -0.2%
SPW
441
Sonoma Private Wealth
California
$778K
JEST
442
JTC Employer Solutions Trustee
Jersey
$773K
MWM
443
Mission Wealth Management
California
$771K +$14.4K +150 +2%
CFA
444
Cahill Financial Advisors
Minnesota
$764K +$188K +1,952 +36%
EWA
445
EP Wealth Advisors
California
$764K -$97.9K -1,017 -12%
RAM
446
Redmond Asset Management
Virginia
$762K
PNC Financial Services Group
447
PNC Financial Services Group
Pennsylvania
$757K -$2.13M -22,146 -75%
RCAG
448
Rehmann Capital Advisory Group
Michigan
$756K -$6.74K -70 -0.9%
GWM
449
Gray Wealth Management
Maine
$752K -$125K -1,302 -15%
RIL
450
Rothschild Investment LLC
Illinois
$748K

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.