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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
SIA
451
Schechter Investment Advisors
Michigan
$479K -$47.9K -529 -9%
MIM
452
Moseley Investment Management
Florida
$478K -$13.7K -151 -3%
AAS
453
Ameritas Advisory Services
Nebraska
$473K -$165K -1,821 -26%
WP
454
WealthShield Partners
North Carolina
$471K
Thrivent Financial for Lutherans
455
Thrivent Financial for Lutherans
Minnesota
$459K -$530K -5,849 -54%
IFS
456
Intelligent Financial Strategies
Minnesota
$456K
SAM
457
Strategy Asset Managers
California
$455K +$55.3K +611 +14%
VP
458
Verum Partners
North Carolina
$454K +$1.18K +13 +0.3%
CSPIA
459
Cary Street Partners Investment Advisory
Virginia
$451K +$168K +1,856 +61%
TTWM
460
TCV Trust & Wealth Management
Virginia
$448K
PG
461
Proffitt & Goodson
Tennessee
$448K +$8.6K +95 +2%
TA
462
Tactive Advisors
Florida
$444K +$437K +4,826 New
AL
463
Aspiriant LLC
California
$444K +$2.54K +28 +0.6%
PP
464
PrairieView Partners
Minnesota
$442K -$181 -2 -0%
MA
465
Mutual Advisors
Nebraska
$442K -$719K -7,938 -62%
CFMC
466
Curbstone Financial Management Corp
New Hampshire
$436K
CAGAS
467
Capital Advisory Group Advisory Services
Minnesota
$434K -$22.6K -250 -5%
HI
468
Hudock Inc
Pennsylvania
$423K -$453K -5,003 -52%
CC
469
Callan Capital
California
$422K +$14.3K +158 +4%
FOA
470
Five Oceans Advisors
California
$422K +$29.5K +326 +8%
OCM
471
Objective Capital Management
Ohio
$420K +$815 +9 +0.2%
WCG
472
Weaver Consulting Group
California
$414K
BRWA
473
B. Riley Wealth Advisors
Florida
$413K -$274K -3,024 -40%
MOS
474
MGO One Seven
Ohio
$405K +$91 +1 +0%
ACM
475
AUA Capital Management
Pennsylvania
$402K

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.