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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
GRP
551
Global Retirement Partners
California
$265K -$3.26K -36 -1%
CAM
552
Claret Asset Management
Quebec, Canada
$263K
BFM
553
Boston Financial Management
Massachusetts
$262K +$258K +2,844 New
BSWM
554
Boston Standard Wealth Management
Massachusetts
$260K -$5.07K -56 -2%
GWM
555
Greenwich Wealth Management
Connecticut
$260K
EWP
556
Elevation Wealth Partners
California
$260K +$255K +2,821 New
CCMI
557
Creative Capital Management Investments
California
$259K
CA
558
Cetera Advisors
Colorado
$257K +$253K +2,789 New
PP
559
Prosperity Planning
Missouri
$256K -$7.7K -85 -3%
AWA
560
Acorn Wealth Advisors
Michigan
$256K +$725 +8 +0.3%
PA
561
Procyon Advisors
Connecticut
$256K +$251K +2,777 New
KAM
562
Knightsbridge Asset Management
California
$255K -$10.3K -114 -4%
BFA
563
Beacon Financial Advisory
Ohio
$254K +$91 +1 +0%
Baird Financial Group
564
Baird Financial Group
Wisconsin
$254K -$36K -397 -13%
EA
565
Efficient Advisors
Ohio
$252K +$248K +2,741 New
ASN
566
Advisory Services Network
Georgia
$250K -$29.9K -330 -11%
LJHT
567
Laurie J. Hall Trustee
$249K
SFG
568
Synergy Financial Group
California
$248K
CSWG
569
Cardinal Strategic Wealth Guidance
Kentucky
$246K
KTC
570
Kistler-Tiffany Companies
Pennsylvania
$245K +$272 +3 +0.1%
GWA
571
Geometric Wealth Advisors
District of Columbia
$244K
RF
572
RHS Financial
California
$244K -$45.1K -498 -16%
FANJ
573
Financial Architects (New Jersey)
New Jersey
$243K
WPC
574
Wedmont Private Capital
Pennsylvania
$242K +$238K +2,632 New
DF
575
DecisionPoint Financial
Arizona
$242K +$5.89K +65 +3%

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.