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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
FFS
576
Founders Financial Securities
Maryland
$240K +$238K +2,790 New
AWA
577
Acorn Wealth Advisors
Michigan
$239K -$20.8K -243 -8%
BFA
578
Beacon Financial Advisory
Ohio
$238K -$66K -773 -22%
PTC
579
Private Trust Company
Ohio
$238K +$7.6K +89 +3%
AAM
580
Autus Asset Management
Arizona
$238K -$7.69K -90 -3%
LJHT
581
Laurie J. Hall Trustee
$233K
KeyBank National Association
582
KeyBank National Association
Ohio
$233K
SFG
583
Synergy Financial Group
California
$232K -$19.6K -230 -8%
CSWG
584
Cardinal Strategic Wealth Guidance
Kentucky
$230K +$29.9K +350 +15%
KTC
585
Kistler-Tiffany Companies
Pennsylvania
$229K +$513 +6 +0.2%
FANJ
586
Financial Architects (New Jersey)
New Jersey
$228K
GWA
587
Geometric Wealth Advisors
District of Columbia
$227K
LWIC
588
Leith Wheeler Investment Counsel
British Columbia, Canada
$226K
CF
589
Corrigan Financial
Rhode Island
$225K -$19.3K -226 -8%
DF
590
DecisionPoint Financial
Arizona
$221K +$219K +2,561 New
CF
591
Centaurus Financial
California
$220K -$11K -129 -5%
BAM
592
BOS Asset Management
Illinois
$218K +$217K +2,535 New
VFIC
593
Valley Forge Investment Consultants
Pennsylvania
$218K -$598 -7 -0.3%
RG
594
Retirement Group
California
$217K +$194K +2,270 +908%
AWM
595
Avior Wealth Management
Nebraska
$217K -$513 -6 -0.2%
AWM
596
Axxcess Wealth Management
California
$216K +$214K +2,506 New
AF
597
Allworth Financial
California
$215K -$17.9K -210 -8%
CWM
598
Centurion Wealth Management
Virginia
$214K +$212K +2,487 New
FCC
599
Flower City Capital
New York
$213K +$211K +2,468 New
VFP
600
Verus Financial Partners
Virginia
$212K +$195K +2,286 New

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.