We are live on ! Find out more
VT icon

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
RMDI
526
R.M. Davis Inc
Maine
$309K +$304K +3,352 New
CTA
527
Chesley Taft & Associates
Illinois
$308K +$29.4K +325 +11%
CFG
528
Citizens Financial Group
Rhode Island
$307K +$634 +7 +0.2%
FFA
529
Fragasso Financial Advisors
Pennsylvania
$306K +$300K +3,318 New
AIA
530
Arcadia Investment Advisors
Idaho
$303K
MWM
531
Melfa Wealth Management
Massachusetts
$302K +$1.72K +19 +0.6%
RCI
532
RS Crum Inc
California
$299K -$4.53K -50 -2%
AA
533
Addison Advisors
Vermont
$299K +$287K +3,174 +4,289%
RA
534
Resolute Advisors
California
$298K +$996 +11 +0.3%
PB
535
Pinnacle Bancorp
Nebraska
$297K +$634 +7 +0.2%
SDWMA
536
Schneider Downs Wealth Management Advisors
Pennsylvania
$297K
IWM
537
IHT Wealth Management
Illinois
$297K -$19.3K -213 -6%
NFG
538
Nations Financial Group
Iowa
$296K -$60.4K -667 -17%
MFG
539
Merit Financial Group
Georgia
$296K
NPF
540
Norris Perne & French
Michigan
$294K -$18.6K -205 -6%
FG
541
Fiduciary Group
Georgia
$293K
FCT
542
First Community Trust
Iowa
$293K
FFS
543
Founders Financial Securities
Maryland
$287K +$29.9K +330 +12%
IF
544
Integrity Financial
Wyoming
$286K +$23.2K +256 +9%
NEWAS
545
N.E.W. Advisory Services
Wisconsin
$285K -$15.7K -173 -5%
CF
546
Centaurus Financial
California
$282K +$45.4K +501 +20%
WIA
547
World Investment Advisors
California
$276K +$14.8K +163 +6%
SBIA
548
Sheaff Brock Investment Advisors
Indiana
$272K +$5.16K +57 +2%
EWA
549
EP Wealth Advisors
California
$270K -$624K -6,888 -74%
THL
550
Tillman Hartley LLC
Colorado
$266K -$34.1K -376 -12%

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.