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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
Ameriprise
26
Ameriprise
Minnesota
$49.6M -$419K -4,623 -0.8%
RCF
27
Rainwater Charitable Foundation
Texas
$49.2M +$48.4M +533,931 New
WRTC
28
Wind River Trust Company
Wyoming
$48.5M
PCIG
29
Partners Capital Investment Group
Massachusetts
$47.9M +$23.9M +263,714 +103%
HighTower Advisors
30
HighTower Advisors
Illinois
$45.5M -$6.43K -71 -0%
BFA
31
Beaumont Financial Advisors
Massachusetts
$44.5M +$43.8M +483,101 New
Goldman Sachs
32
Goldman Sachs
New York
$44.5M -$2.9M -32,062 -6%
PWPCM
33
Perella Weinberg Partners Capital Management
New York
$43.3M -$2.52M -27,780 -6%
ZF
34
Zhang Financial
Michigan
$39.3M +$2.6M +28,748 +7%
PP
35
Prudential plc
United Kingdom
$39.2M
MA
36
Madrone Advisors
California
$38.9M -$25.4M -280,905 -40%
YC
37
Yarbrough Capital
Tennessee
$35.9M
WA
38
Waddell & Associates
Tennessee
$34.7M -$390K -4,303 -1%
BHB
39
Bank Hapoalim BM
Israel
$34.1M -$118K -1,305 -0.4%
FWIA
40
Fort Washington Investment Advisors
Ohio
$34.1M
IC
41
Inscription Capital
Texas
$33.5M +$14.9M +164,644 +83%
RJA
42
Raymond James & Associates
Florida
$32.3M -$83M -916,537 -72%
Mariner
43
Mariner
Kansas
$31.6M -$1.47M -16,212 -5%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$30.4M -$7.55M -83,371 -20%
Lido Advisors
45
Lido Advisors
California
$29.1M +$28.6M +315,619 New
WANY
46
Wealthspire Advisors (New York)
New York
$28.9M -$781K -8,628 -3%
CAM
47
Cresset Asset Management
Illinois
$28M +$6.99M +77,187 +34%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$27.9M -$4.12M -45,518 -13%
WI
49
WJ Interests
Texas
$27.8M +$3.65M +40,270 +15%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$27.6M +$2.11M +23,334 +8%

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.