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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
CW
501
Cabot-Wellington
Massachusetts
$343K
PCM
502
Pointe Capital Management
Michigan
$343K
FAM
503
Formidable Asset Management
Ohio
$341K
PW
504
Peninsula Wealth
California
$336K +$28.6K +316 +9%
KCM
505
Kanawha Capital Management
Virginia
$336K
MWM
506
Merriman Wealth Management
Washington
$333K -$4.98K -55 -1%
WA
507
WestEnd Advisors
North Carolina
$330K -$1.38M -15,260 Closed
CVM
508
Cheviot Value Management
California
$329K
Allspring Global Investments
509
Allspring Global Investments
North Carolina
$327K
Franklin Resources
510
Franklin Resources
California
$327K -$11.3K -125 -3%
CW
511
Connectus Wealth
Ohio
$326K
CPA
512
Cardiff Park Advisors
California
$325K +$725 +8 +0.2%
TA
513
Trellis Advisors
Washington
$323K +$815 +9 +0.3%
FPW
514
Flagship Private Wealth
Massachusetts
$322K +$1.09K +12 +0.3%
MWM
515
MorganRosel Wealth Management
Colorado
$322K +$6.34K +70 +2%
WDL
516
Well Done LLC
Michigan
$320K +$17.8K +196 +6%
BFEC
517
Benjamin F. Edwards & Company
Missouri
$319K +$21.4K +236 +7%
CS
518
Comerica Securities
Michigan
$318K -$31.2K -344 -9%
WBCM
519
Wilson & Boucher Capital Management
California
$316K -$29K -320 -9%
MM
520
Main Management
California
$314K -$7.43K -82 -2%
TWC
521
TD Waterhouse Canada
Ontario, Canada
$314K
US Bancorp
522
US Bancorp
Minnesota
$313K -$80.1K -884 -21%
FWTB
523
First Western Trust Bank
Colorado
$313K
HSA
524
HBK Sorce Advisory
Pennsylvania
$312K -$771K -8,518 -72%
FAM
525
Forte Asset Management
New York
$310K +$305K +3,370 New

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.