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Vanguard Total World Stock ETF

870 hedge funds and large institutions have $9.15B invested in Vanguard Total World Stock ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 341 increasing their positions, 251 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more call options, than puts

Call options by funds: $38M | Put options by funds: $8.14M

230% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 43

36% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 251

14% more funds holding in top 10

Funds holding in top 10: 5866 (+8)

11% more capital invested

Capital invested by funds: $8.26B → $9.15B (+$897M)

11% more funds holding

Funds holding: 785870 (+85)

0.43% less ownership

Funds ownership: 29.18%28.75% (-0.43%)

Holders
870
Holders Change
+85
Holders Change %
+10.83%
% of All Funds
12.68%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.96%
New
142
Increased
341
Reduced
251
Closed
43
Calls
$38M
Puts
$8.14M
Net Calls
+$29.9M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
526
Capital Advisory Group Advisory Services
Minnesota
$487K +$2.12K +22 +0.5%
AAS
527
Ameritas Advisory Services
Nebraska
$480K +$55.6K +578 +14%
DAS
528
Dynamic Advisor Solutions
Arizona
$480K +$56.4K +586 +14%
CIC
529
Carnegie Investment Counsel
Ohio
$478K +$34.8K +362 +8%
PG
530
Proffitt & Goodson
Tennessee
$478K -$24.8K -258 -5%
MFWP
531
Mosaic Family Wealth Partners
Missouri
$473K +$442K +4,594 New
S
532
Syntrinsic
Colorado
$472K +$35K +364 +8%
HI
533
Hudock Inc
Pennsylvania
$470K -$1.06K -11 -0.2%
OCM
534
Objective Capital Management
Ohio
$469K
GRP
535
Global Retirement Partners
California
$463K -$13.4K -139 -3%
FFA
536
Fragasso Financial Advisors
Pennsylvania
$460K +$153K +1,585 +55%
EH
537
Equitable Holdings
New York
$458K +$149K +1,548 +53%
GPA
538
Garrison Point Advisors
California
$456K -$1.93K -20 -0.4%
AWE
539
Avidian Wealth Enterprises
Texas
$456K -$497K -5,169 -54%
CFMC
540
Curbstone Financial Management Corp
New Hampshire
$456K
MWM
541
MorganRosel Wealth Management
Colorado
$455K -$24K -249 -5%
WA
542
WestEnd Advisors
North Carolina
$450K +$60.4K +628 +17%
ACM
543
AUA Capital Management
Pennsylvania
$449K
WDL
544
Well Done LLC
Michigan
$447K +$34.2K +355 +9%
PC
545
Port Capital
Illinois
$444K
OW
546
Olistico Wealth
Oklahoma
$444K +$96 +1 +0%
B
547
Bridgeworth
Alabama
$436K
BTW
548
Boston Trust Walden
Massachusetts
$435K
CAM
549
Crestone Asset Management
Colorado
$434K +$406K +4,221 New
HNB
550
Huntington National Bank
Ohio
$434K

VT Hedge Fund Activity: Q4 2023 in Review

870 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2023, worth a combined $9.15B — up 11% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new VT positions and 43 closed out — a net gain of 99 holders — while 341 added to existing stakes and 251 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $411M. The largest seller was Bank of America, cutting an estimated $910M.

  • 870 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2023, up from 785 in Q3 2023.
  • Funds reported $9.15B of Vanguard Total World Stock ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 142 funds opened new Vanguard Total World Stock ETF positions in Q4 2023 and 43 closed out, a net change of +99 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2023 was Morgan Stanley, an estimated $411M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2023 was Bank of America, an estimated $910M sold.

Based on aggregated 13F filings for Q4 2023.