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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
LRPA
576
L. Roy Papp & Associates
Arizona
$387K +$96 +1 +0%
MWM
577
Merriman Wealth Management
Washington
$386K +$385 +4 +0.1%
MA
578
Modus Advisors
Minnesota
$380K -$3.85K -40 -1%
FAM
579
Formidable Asset Management
Ohio
$379K
KCM
580
Kanawha Capital Management
Virginia
$375K
BBP
581
Banco BTG Pactual
Brazil
$371K -$281K -2,918 -45%
FWP
582
FAS Wealth Partners
Kansas
$370K +$2.41K +25 +0.7%
MIS
583
Morningstar Investment Services
Illinois
$368K +$343K +3,569 New
CVM
584
Cheviot Value Management
California
$367K
IF
585
Integrity Financial
Wyoming
$365K -$4.33K -45 -1%
FPW
586
Flagship Private Wealth
Massachusetts
$361K -$3.08K -32 -0.9%
PCM
587
Pointe Capital Management
Michigan
$360K -$60.1K -625 -15%
HT
588
Headlands Technologies
Illinois
$360K -$455K -4,732 -57%
ECG
589
Edge Capital Group
Georgia
$352K +$329K +3,424 New
BFS
590
Burkett Financial Services
South Carolina
$352K +$329K +3,419 New
CW
591
Connectus Wealth
Ohio
$351K -$12.5K -130 -4%
SBIA
592
Sheaff Brock Investment Advisors
Indiana
$351K +$30.8K +320 +10%
CFG
593
Citizens Financial Group
Rhode Island
$347K +$1.64K +17 +0.5%
LFA
594
LifeGuide Financial Advisors
Pennsylvania
$347K +$325K +3,374 New
NEWAS
595
N.E.W. Advisory Services
Wisconsin
$346K +$770 +8 +0.2%
CTA
596
Chesley Taft & Associates
Illinois
$344K
AIS
597
American Investment Services
Massachusetts
$343K +$1.73K +18 +0.5%
HSA
598
HBK Sorce Advisory
Pennsylvania
$343K +$866 +9 +0.3%
HIM
599
Harbour Investment Management
Washington
$340K +$318K +3,305 New
FFS
600
Founders Financial Securities
Maryland
$340K

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.