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Vanguard Total World Stock ETF

891 hedge funds and large institutions have $9.44B invested in Vanguard Total World Stock ETF in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 385 increasing their positions, 273 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $4.4M

51% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 55

41% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 273

3% more funds holding in top 10

Funds holding in top 10: 6668 (+2)

2% more funds holding

Funds holding: 870891 (+21)

2.09% more ownership

Funds ownership: 28.75%30.84% (+2.1%)

3% more capital invested

Capital invested by funds: $9.15B → $9.44B (+$283M)

Holders
891
Holders Change
+21
Holders Change %
+2.41%
% of All Funds
12.83%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
0.98%
New
83
Increased
385
Reduced
273
Closed
55
Calls
$29.6M
Puts
$4.4M
Net Calls
+$25.2M
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
476
MidWestOne Financial Group
Iowa
$714K
VCA
477
Verdence Capital Advisors
Maryland
$710K -$31.5K -298 -4%
FCA
478
FinTrust Capital Advisors
South Carolina
$707K -$124K -1,170 -15%
MLFP
479
MPS Loria Financial Planners
Illinois
$703K
BWP
480
Barlow Wealth Partners
Kentucky
$702K
CPCM
481
Cardinal Point Capital Management
Ontario, Canada
$696K +$666K +6,300 New
LK
482
Lumbard & Kellner
New Hampshire
$696K -$5.29K -50 -0.8%
C1AG
483
Client 1st Advisory Group
Florida
$695K +$106 +1 +0%
QCG
484
Quadrant Capital Group
Ohio
$695K
BFEC
485
Benjamin F. Edwards & Company
Missouri
$691K +$45K +426 +7%
SMA
486
Sage Mountain Advisors
Georgia
$685K +$649K +6,142 +10,237%
PA
487
PFG Advisors
Arizona
$675K +$5.29K +50 +0.8%
KIM
488
Karpus Investment Management
New York
$674K -$265K -2,505 -29%
ATPW
489
Ashton Thomas Private Wealth
Arizona
$673K -$51.2K -484 -7%
CKAIS
490
Christensen King & Associates Investment Services
Washington
$671K +$211 +2 +0%
MIM
491
Moseley Investment Management
Florida
$670K +$95K +898 +17%
SAM
492
Strategy Asset Managers
California
$666K +$53.6K +507 +9%
CC
493
Callan Capital
California
$664K +$317 +3 +0%
AAS
494
Ameritas Advisory Services
Nebraska
$657K +$154K +1,461 +32%
VVP
495
Venture Visionary Partners
Ohio
$642K +$529 +5 +0.1%
CCA
496
Checchi Capital Advisers
California
$641K -$4.23K -40 -0.7%
AMM
497
American Money Management
California
$628K -$6.77K -64 -1%
RBC
498
Roble Belko & Company
Pennsylvania
$625K -$64.6K -611 -10%
DP
499
Divergent Planning
Maryland
$623K +$4.55K +43 +0.8%
CFG
500
Citizens Financial Group
Rhode Island
$617K +$233K +2,205 +65%

VT Hedge Fund Activity: Q1 2024 in Review

891 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2024, worth a combined $9.44B — up 3.1% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VT positions and 55 closed out — a net gain of 28 holders — while 385 added to existing stakes and 273 trimmed.

The largest buyer was Texas Treasury Safekeeping Trust Company, adding an estimated $1.33B. The largest seller was Morgan Stanley, cutting an estimated $433M.

  • 891 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2024, up from 870 in Q4 2023.
  • Funds reported $9.44B of Vanguard Total World Stock ETF stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 83 funds opened new Vanguard Total World Stock ETF positions in Q1 2024 and 55 closed out, a net change of +28 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2024 was Texas Treasury Safekeeping Trust Company, an estimated $1.33B added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2024 was Morgan Stanley, an estimated $433M sold.

Based on aggregated 13F filings for Q1 2024.