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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
CHAM
501
Clear Harbor Asset Management
Connecticut
$617K
PNC Financial Services Group
502
PNC Financial Services Group
Pennsylvania
$613K -$191K -1,809 -25%
MCM
503
Monument Capital Management
Virginia
$601K +$62K +586 +12%
SC
504
Sierra Capital
Florida
$597K +$2.22K +21 +0.4%
VIM
505
Vista Investment Management
Pennsylvania
$584K -$5.5K -52 -1%
HWM
506
Hohimer Wealth Management
Washington
$582K -$246K -2,325 -31%
SMC
507
Smith, Moore & Co
Missouri
$575K
EFG
508
Embree Financial Group
Illinois
$574K -$100K -946 -15%
BBP
509
Banco BTG Pactual
Brazil
$565K +$160K +1,514 +42%
FFA
510
First Foundation Advisors
California
$564K +$634 +6 +0.1%
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$562K +$100K +948 +23%
CW
512
CreativeOne Wealth
Kansas
$562K +$233K +2,206 +77%
CFB
513
Cullen/Frost Bankers
Texas
$562K +$280K +2,650 +109%
RWG
514
Ratio Wealth Group
Colorado
$560K +$24.6K +233 +5%
HA
515
Herold Advisors
New York
$558K +$534K +5,048 New
LWA
516
Lantern Wealth Advisors
New York
$558K +$534K +5,049 New
AH
517
Addis & Hill
Pennsylvania
$553K
HNB
518
Huntington National Bank
Ohio
$551K
CWM
519
Collaborative Wealth Management
Florida
$550K -$25.6K -242 -5%
IIA
520
IPG Investment Advisors
California
$545K
AMG
521
Asset Management Group
Connecticut
$543K +$7.19K +68 +1%
AL
522
Aspiriant LLC
California
$537K +$4.02K +38 +0.8%
FOA
523
Five Oceans Advisors
California
$535K +$3.17K +30 +0.6%
CIC
524
Carnegie Investment Counsel
Ohio
$534K +$19.5K +184 +4%
GCM
525
Genus Capital Management
British Columbia, Canada
$532K +$509K +4,811 New

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.