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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
LWIC
576
Leith Wheeler Investment Counsel
British Columbia, Canada
$242K
CF
577
Corrigan Financial
Rhode Island
$241K
Carson Wealth (CWM LLC)
578
Carson Wealth (CWM LLC)
Nebraska
$235K -$792K -8,749 -77%
RFC
579
Regions Financial Corp
Alabama
$235K +$231K +2,555 New
AF
580
Allworth Financial
California
$234K +$4.89K +54 +2%
BAM
581
BOS Asset Management
Illinois
$233K
VFIC
582
Valley Forge Investment Consultants
Pennsylvania
$233K +$91 +1 +0%
AWM
583
Avior Wealth Management
Nebraska
$232K +$362 +4 +0.2%
VCP
584
Vista Capital Partners
Oregon
$230K -$130K -1,430 -36%
CWM
585
Centurion Wealth Management
Virginia
$229K
FCC
586
Flower City Capital
New York
$229K +$1.27K +14 +0.6%
CAG
587
Crestwood Advisors Group
Massachusetts
$228K +$225K +2,479 New
TC
588
Tacita Capital
Ontario, Canada
$223K
TC
589
TownSquare Capital
Utah
$222K -$74.4K -821 -25%
CB
590
Commerce Bank
Missouri
$221K
Tudor Investment Corp
591
Tudor Investment Corp
Connecticut
$221K +$218K +2,402 New
SBH
592
Segall Bryant & Hamill
Illinois
$220K +$217K +2,395 New
SMFG
593
Sumitomo Mitsui Financial Group
Japan
$214K
RG
594
Retirement Group
California
$214K -$18.1K -200 -8%
OFA
595
Oak Family Advisors
Illinois
$214K -$2.26K -25 -1%
DE
596
Day & Ennis
Georgia
$213K -$2.9K -32 -1%
VFP
597
Verus Financial Partners
Virginia
$212K +$2.44K +27 +1%
FMWA
598
Forvis Mazars Wealth Advisors
Missouri
$212K +$208K +2,299 New
OLA
599
Oliver Luxxe Assets
New Jersey
$210K +$206K +2,275 New
MMHP
600
Murphy Middleton Hinkle & Parker
Georgia
$209K +$205K +2,269 New

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.