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Vanguard Total World Stock ETF

793 hedge funds and large institutions have $8.26B invested in Vanguard Total World Stock ETF in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 310 increasing their positions, 237 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 25

49% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $21.5M

31% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 237

10% more capital invested

Capital invested by funds: $7.51B → $8.26B (+$748M)

8% more funds holding

Funds holding: 733793 (+60)

7% more funds holding in top 10

Funds holding in top 10: 5660 (+4)

0.36% more ownership

Funds ownership: 28.59%28.95% (+0.36%)

Holders
793
Holders Change
+60
Holders Change %
+8.19%
% of All Funds
12.45%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
0.94%
New
89
Increased
310
Reduced
237
Closed
25
Calls
$32.1M
Puts
$21.5M
Net Calls
+$10.6M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
576
Franklin Resources
California
$287K -$55.3K -590 -17%
RFA
577
RTD Financial Advisors
Pennsylvania
$285K +$276K +2,939 New
FIS
578
Fischer Investment Strategies
California
$282K +$273K +2,913 New
BSWM
579
Boston Standard Wealth Management
Massachusetts
$278K +$3.94K +42 +1%
CAM
580
Claret Asset Management
Quebec, Canada
$277K
PP
581
Prosperity Planning
Missouri
$275K +$5.06K +54 +2%
GWM
582
Greenwich Wealth Management
Connecticut
$274K
EWP
583
Elevation Wealth Partners
California
$274K
DF
584
DecisionPoint Financial
Arizona
$272K +$16.3K +174 +7%
BWS
585
BCR Wealth Strategies
Alabama
$270K +$262K +2,792 New
FG
586
Fiduciary Group
Georgia
$270K -$37.7K -402 -13%
BFA
587
Beacon Financial Advisory
Ohio
$268K +$94 +1 +0%
GAM
588
Gotham Asset Management
New York
$266K +$257K +2,743 New
DWM
589
Drive Wealth Management
Utah
$264K +$255K +2,725 New
LJHT
590
Laurie J. Hall Trustee
$262K
BAM
591
BOS Asset Management
Illinois
$262K +$15.2K +162 +6%
SHFP
592
Second Half Financial Partners
Florida
$261K +$253K +2,694 New
SFG
593
Synergy Financial Group
California
$261K
GWA
594
Geometric Wealth Advisors
District of Columbia
$260K
CSWG
595
Cardinal Strategic Wealth Guidance
Kentucky
$259K
KTC
596
Kistler-Tiffany Companies
Pennsylvania
$259K +$469 +5 +0.2%
ASN
597
Advisory Services Network
Georgia
$256K -$6.84K -73 -3%
FANJ
598
Financial Architects (New Jersey)
New Jersey
$256K
BFM
599
Boston Financial Management
Massachusetts
$256K -$19.6K -209 -7%
LWIC
600
Leith Wheeler Investment Counsel
British Columbia, Canada
$255K

VT Hedge Fund Activity: Q2 2023 in Review

793 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q2 2023, worth a combined $8.26B — up 10% from $7.51B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VT positions and 25 closed out — a net gain of 64 holders — while 310 added to existing stakes and 237 trimmed.

The largest buyer was Jane Street, adding an estimated $213M. The largest seller was Wellington Management Group, cutting an estimated $39.3M.

  • 793 institutional investors held Vanguard Total World Stock ETF (VT) as of Q2 2023, up from 733 in Q1 2023.
  • Funds reported $8.26B of Vanguard Total World Stock ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 89 funds opened new Vanguard Total World Stock ETF positions in Q2 2023 and 25 closed out, a net change of +64 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q2 2023 was Jane Street, an estimated $213M added.
  • The largest Vanguard Total World Stock ETF seller in Q2 2023 was Wellington Management Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q2 2023.