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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
FPB
451
First PREMIER Bank
South Dakota
$746K
SSWM
452
Strait & Sound Wealth Management
California
$745K
CMBA
453
C.M. Bidwell & Associates
Hawaii
$743K +$11.2K +116 +2%
WSTAM
454
Wilbanks Smith & Thomas Asset Management
Virginia
$743K +$65.1K +677 +10%
PWP
455
Phillips Wealth Planners
Mississippi
$741K +$702K +7,300 New
SAM
456
Smartleaf Asset Management
Massachusetts
$741K +$691K +7,184 New
ICG
457
InterOcean Capital Group
Tennessee
$739K -$8.85K -92 -1%
SWA
458
Sax Wealth Advisors
New Jersey
$739K +$5.68K +59 +0.8%
DWA
459
Delap Wealth Advisory
Oregon
$731K +$342K +3,554 +100%
FA
460
FC Advisory
Pennsylvania
$728K +$5.2K +54 +0.8%
BP
461
Ballentine Partners
Massachusetts
$725K -$5.39K -56 -0.8%
TC
462
TownSquare Capital
Utah
$709K +$301K +3,124 +83%
MSFS
463
Main Street Financial Solutions
Pennsylvania
$708K -$6.74K -70 -1%
WPC
464
Wedmont Private Capital
Pennsylvania
$706K +$225K +2,336 +51%
OCM
465
One Capital Management
California
$705K +$192 +2 +0%
SF
466
SWP Financial
California
$705K +$659K +6,851 New
FIB
467
First Interstate Bank
Montana
$705K +$4.81K +50 +0.7%
FFA
468
Farther Finance Advisors
California
$705K +$50.6K +526 +8%
KPWS
469
Kestra Private Wealth Services
Texas
$702K +$28.2K +293 +4%
BWM
470
Brickley Wealth Management
California
$695K -$83.9K -872 -11%
AL
471
ADE LLC
Maryland
$692K -$27.3K -284 -4%
VCA
472
Verdence Capital Advisors
Maryland
$691K
PHWM
473
Pine Harbor Wealth Management
Maryland
$690K +$645K +6,706 New
Vanguard Group
474
Vanguard Group
Pennsylvania
$681K +$637K +6,621 New
ATPW
475
Ashton Thomas Private Wealth
Arizona
$676K -$22.5K -234 -3%

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.