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Vanguard Total World Stock ETF

793 hedge funds and large institutions have $8.26B invested in Vanguard Total World Stock ETF in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 310 increasing their positions, 237 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 25

49% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $21.5M

31% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 237

10% more capital invested

Capital invested by funds: $7.51B → $8.26B (+$748M)

8% more funds holding

Funds holding: 733793 (+60)

7% more funds holding in top 10

Funds holding in top 10: 5660 (+4)

0.36% more ownership

Funds ownership: 28.59%28.95% (+0.36%)

Holders
793
Holders Change
+60
Holders Change %
+8.19%
% of All Funds
12.45%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
0.94%
New
89
Increased
310
Reduced
237
Closed
25
Calls
$32.1M
Puts
$21.5M
Net Calls
+$10.6M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
501
Robinson Capital Management
Michigan
$403K
PC
502
Port Capital
Illinois
$403K +$390K +4,156 New
Thrivent Financial for Lutherans
503
Thrivent Financial for Lutherans
Minnesota
$402K -$78.6K -838 -17%
CBFP
504
Cedar Brook Financial Partners
Ohio
$401K +$7.88K +84 +2%
BCPWM
505
Bradley & Co Private Wealth Management
Florida
$401K +$387K +4,130 New
WDL
506
Well Done LLC
Michigan
$398K +$58.8K +627 +18%
MA
507
Mutual Advisors
Nebraska
$394K -$68.9K -735 -15%
WCG
508
Weaver Consulting Group
California
$393K -$41K -437 -10%
JWS
509
Juncture Wealth Strategies
Arizona
$385K -$289K -3,083 -44%
B
510
Bailard
California
$385K
LP
511
LGL Partners
Pennsylvania
$383K +$2.44K +26 +0.7%
SC
512
SouthState Corp
Florida
$383K -$2.81K -30 -0.8%
FNC
513
First National Corp
Massachusetts
$381K
AAS
514
Ameritas Advisory Services
Nebraska
$378K -$110K -1,174 -23%
TA
515
Tactive Advisors
Florida
$373K -$91.5K -976 -20%
FWP
516
FAS Wealth Partners
Kansas
$372K +$2.34K +25 +0.7%
CFG
517
Cooper Financial Group
California
$371K -$5.81K -62 -2%
MWM
518
MBE Wealth Management
Wisconsin
$369K +$3.47K +37 +1%
MA
519
Modus Advisors
Minnesota
$367K
UOMF
520
University of Maryland Foundation
Maryland
$367K
PTC
521
Private Trust Company
Ohio
$365K
LRPA
522
L. Roy Papp & Associates
Arizona
$364K +$94 +1 +0%
CW
523
Cabot-Wellington
Massachusetts
$361K
MM
524
Main Management
California
$361K +$28.6K +305 +9%
FAM
525
Formidable Asset Management
Ohio
$357K +$28.9K +308 +8%

VT Hedge Fund Activity: Q2 2023 in Review

793 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q2 2023, worth a combined $8.26B — up 10% from $7.51B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VT positions and 25 closed out — a net gain of 64 holders — while 310 added to existing stakes and 237 trimmed.

The largest buyer was Jane Street, adding an estimated $213M. The largest seller was Wellington Management Group, cutting an estimated $39.3M.

  • 793 institutional investors held Vanguard Total World Stock ETF (VT) as of Q2 2023, up from 733 in Q1 2023.
  • Funds reported $8.26B of Vanguard Total World Stock ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 89 funds opened new Vanguard Total World Stock ETF positions in Q2 2023 and 25 closed out, a net change of +64 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q2 2023 was Jane Street, an estimated $213M added.
  • The largest Vanguard Total World Stock ETF seller in Q2 2023 was Wellington Management Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q2 2023.