We are live on ! Find out more
VT icon

Vanguard Total World Stock ETF

738 hedge funds and large institutions have $7.24B invested in Vanguard Total World Stock ETF in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 293 increasing their positions, 216 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $7.39M

82% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 61

36% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 216

20% more capital invested

Capital invested by funds: $6.04B → $7.24B (+$1.2B)

6% more funds holding in top 10

Funds holding in top 10: 5255 (+3)

5% more funds holding

Funds holding: 701738 (+37)

0.38% more ownership

Funds ownership: 29.51%29.89% (+0.38%)

Holders
738
Holders Change
+37
Holders Change %
+5.28%
% of All Funds
11.86%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
0.88%
New
111
Increased
293
Reduced
216
Closed
61
Calls
$18.6M
Puts
$7.39M
Net Calls
+$11.2M
Net Calls Change
-$6.49M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
501
Horizon Financial Services
North Carolina
$352K +$109K +1,274 +45%
DAS
502
Dynamic Advisor Solutions
Arizona
$351K +$101K +1,184 +41%
B
503
Bailard
California
$342K
SC
504
SouthState Corp
Florida
$342K +$1.2K +14 +0.4%
RMC
505
Regis Management Company
California
$340K +$29.9K +350 +10%
FNC
506
First National Corp
Massachusetts
$339K +$5.64K +66 +2%
VCP
507
Vista Capital Partners
Oregon
$338K -$9.74K -114 -3%
LP
508
LGL Partners
Pennsylvania
$337K +$2.39K +28 +0.7%
NFG
509
Nations Financial Group
Iowa
$334K +$77.8K +911 +31%
HL
510
Harding Loevner
New Jersey
$331K +$226K +2,649 +223%
CS
511
Comerica Securities
Michigan
$328K +$4.61K +54 +1%
MA
512
Modus Advisors
Minnesota
$327K
UOMF
513
University of Maryland Foundation
Maryland
$326K -$14.1M -164,667 -98%
LRPA
514
L. Roy Papp & Associates
Arizona
$324K +$171 +2 +0.1%
WBCM
515
Wilson & Boucher Capital Management
California
$323K +$8.54K +100 +3%
KCM
516
Kendall Capital Management
Maryland
$323K +$320K +3,746 New
MWM
517
MBE Wealth Management
Wisconsin
$322K +$20.8K +244 +7%
CW
518
Cabot-Wellington
Massachusetts
$321K -$211K -2,474 -40%
PCM
519
Pointe Capital Management
Michigan
$321K -$5.47K -64 -2%
FAM
520
Formidable Asset Management
Ohio
$318K
Franklin Resources
521
Franklin Resources
California
$317K +$20K +234 +7%
MWM
522
Merriman Wealth Management
Washington
$316K +$313K +3,668 New
KCM
523
Kanawha Capital Management
Virginia
$314K
CVM
524
Cheviot Value Management
California
$308K
Allspring Global Investments
525
Allspring Global Investments
North Carolina
$306K -$8.88K -104 -3%

VT Hedge Fund Activity: Q4 2022 in Review

738 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2022, worth a combined $7.24B — up 20% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new VT positions and 61 closed out — a net gain of 50 holders — while 293 added to existing stakes and 216 trimmed.

The largest buyer was Citigroup, adding an estimated $131M. The largest seller was Kemper, exiting entirely with an estimated $58.4M sold.

  • 738 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2022, up from 701 in Q3 2022.
  • Funds reported $7.24B of Vanguard Total World Stock ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 111 funds opened new Vanguard Total World Stock ETF positions in Q4 2022 and 61 closed out, a net change of +50 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2022 was Citigroup, an estimated $131M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2022 was Kemper, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2022.