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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
IAIM
451
International Assets Investment Management
Florida
$569K +$763K +8,138 New
VVP
452
Venture Visionary Partners
Ohio
$564K -$35.1K -374 -6%
HFS
453
Horizon Financial Services
North Carolina
$560K +$22K +235 +4%
TI
454
Trexquant Investment
Connecticut
$558K +$539K +5,750 New
AMM
455
American Money Management
California
$557K +$187 +2 +0%
DP
456
Divergent Planning
Maryland
$537K -$28.7K -306 -5%
CWM
457
Collaborative Wealth Management
Florida
$530K +$1.22K +13 +0.2%
FDCC
458
Foster Dykema Cabot & Co
Massachusetts
$529K +$511K +5,455 New
SMC
459
Smith, Moore & Co
Missouri
$529K -$39.7K -423 -7%
MCM
460
Monument Capital Management
Virginia
$526K +$18.6K +198 +4%
First Manhattan
461
First Manhattan
New York
$526K +$19.7K +210 +4%
SAM
462
Strategy Asset Managers
California
$521K +$40.5K +432 +9%
SC
463
Sierra Capital
Florida
$516K +$499K +5,319 New
VIM
464
Vista Investment Management
Pennsylvania
$513K -$4.78K -51 -1%
MIM
465
Moseley Investment Management
Florida
$512K +$7.78K +83 +2%
CHAM
466
Clear Harbor Asset Management
Connecticut
$512K
TWA
467
TCI Wealth Advisors
Arizona
$509K +$139K +1,479 +39%
CFA
468
Cahill Financial Advisors
Minnesota
$508K +$3K +32 +0.6%
SIA
469
Schechter Investment Advisors
Michigan
$504K
CAAS
470
Capital Asset Advisory Services
Michigan
$501K -$95.2K -1,015 -17%
CIBC Private Wealth Group
471
CIBC Private Wealth Group
Georgia
$496K +$480K +5,115 New
PG
472
Proffitt & Goodson
Tennessee
$486K +$14.1K +150 +3%
RWG
473
Ratio Wealth Group
Colorado
$483K +$467K +4,981 New
VP
474
Verum Partners
North Carolina
$481K +$2.72K +29 +0.6%
IFS
475
Intelligent Financial Strategies
Minnesota
$480K +$187 +2 +0%

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.