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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
CW
526
Connectus Wealth
Ohio
$305K -$2.56K -30 -0.8%
CPA
527
Cardiff Park Advisors
California
$304K -$452K -5,291 -60%
TA
528
Trellis Advisors
Washington
$301K +$8.63K +101 +3%
MM
529
Main Management
California
$301K
FPW
530
Flagship Private Wealth
Massachusetts
$301K +$298K +3,490 New
MWM
531
MorganRosel Wealth Management
Colorado
$295K -$51.2K -599 -15%
FWTB
532
First Western Trust Bank
Colorado
$293K
NPF
533
Norris Perne & French
Michigan
$293K
TWC
534
TD Waterhouse Canada
Ontario, Canada
$293K
SPC
535
Sigma Planning Corp
Michigan
$289K -$103K -1,209 -26%
CIC
536
Carnegie Investment Counsel
Ohio
$288K
PW
537
Peninsula Wealth
California
$288K +$4.78K +56 +2%
CFG
538
Citizens Financial Group
Rhode Island
$287K +$1.37K +16 +0.5%
RCI
539
RS Crum Inc
California
$285K
AIA
540
Arcadia Investment Advisors
Idaho
$284K
WDL
541
Well Done LLC
Michigan
$282K +$56.4K +660 +25%
NEWAS
542
N.E.W. Advisory Services
Wisconsin
$282K -$64.8K -758 -19%
THL
543
Tillman Hartley LLC
Colorado
$281K +$278K +3,260 New
MWM
544
Melfa Wealth Management
Massachusetts
$281K +$278K +3,258 New
CA
545
CGN Advisors
Kansas
$280K +$29K +340 +12%
TC
546
TownSquare Capital
Utah
$279K +$276K +3,233 New
SDWMA
547
Schneider Downs Wealth Management Advisors
Pennsylvania
$278K +$276K +3,229 New
RA
548
Resolute Advisors
California
$278K -$390K -4,561 -59%
BFEC
549
Benjamin F. Edwards & Company
Missouri
$278K -$72.9K -853 -21%
PB
550
Pinnacle Bancorp
Nebraska
$278K +$1.37K +16 +0.5%

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.