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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
LSA
476
Lansing Street Advisors
Pennsylvania
$401K +$1.27K +14 +0.3%
GPA
477
Garrison Point Advisors
California
$401K
CIC
478
Carnegie Investment Counsel
Ohio
$396K +$86.9K +960 +29%
OW
479
Olistico Wealth
Oklahoma
$396K +$453 +5 +0.1%
B
480
Bridgeworth
Alabama
$392K
BTW
481
Boston Trust Walden
Massachusetts
$389K
RCM
482
Robinson Capital Management
Michigan
$388K
DAS
483
Dynamic Advisor Solutions
Arizona
$380K +$5.07K +56 +1%
GA
484
Greenspring Advisors
Maryland
$379K +$373K +4,115 New
AWA
485
Aaron Wealth Advisors
Illinois
$379K +$372K +4,111 New
KCM
486
Kendall Capital Management
Maryland
$376K +$30.7K +339 +9%
CBFP
487
Cedar Brook Financial Partners
Ohio
$373K -$34.2K -378 -9%
ACM
488
Advance Capital Management
Michigan
$370K -$39.6K -437 -10%
SC
489
SouthState Corp
Florida
$367K +$1.45K +16 +0.4%
B
490
Bailard
California
$365K
FNC
491
First National Corp
Massachusetts
$362K
LP
492
LGL Partners
Pennsylvania
$361K +$1.18K +13 +0.3%
CFG
493
Cooper Financial Group
California
$358K +$352K +3,888 New
FWP
494
FAS Wealth Partners
Kansas
$351K -$133K -1,470 -28%
UOMF
495
University of Maryland Foundation
Maryland
$349K
MA
496
Modus Advisors
Minnesota
$349K
TWA
497
TCI Wealth Advisors
Arizona
$347K +$88K +972 +35%
MWM
498
MBE Wealth Management
Wisconsin
$347K +$2.35K +26 +0.7%
PTC
499
Private Trust Company
Ohio
$346K +$90.2K +996 +36%
LRPA
500
L. Roy Papp & Associates
Arizona
$346K

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.