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Vanguard Total World Stock ETF
VT

Overview Fund Activity

885 hedge funds and large institutions have $9.43B invested in Vanguard Total World Stock ETF in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 381 increasing their positions, 272 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
885
Holders Change
+22
Holders Change %
+2.55%
% of All Funds
12.83%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
0.99%
New
83
Increased
381
Reduced
272
Closed
54
Calls
$29.6M
Puts
$4.4M
Net Calls
+$25.2M
Net Calls Change
-$4.7M

Top Buyers

1
NL
NEPC LLC
Massachusetts
$147M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$170M
3
EEP
Edgehill Endowment Partners
Connecticut
$291M
4
CA
Cambridge Associates
Massachusetts
$388M
5
MA
Madrone Advisors
California
$229M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$436M
2
Citigroup
Citigroup
New York
$4.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
$39.7M
4
Bank of America
Bank of America
North Carolina
$301M
5
RJA
Raymond James & Associates
Florida
$33.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFS
576
Lutz Financial Services
Nebraska
$423K -$20.2K -183 -5%
MWM
577
MBE Wealth Management
Wisconsin
$422K +$1.88K +17 +0.4%
SIA
578
Schechter Investment Advisors
Michigan
$421K – – –
BFS
579
Burkett Financial Services
South Carolina
$419K +$41.5K +376 +11%
UOMF
580
University of Maryland Foundation
Maryland
$418K – – –
PTC
581
Private Trust Company
Ohio
$416K – – –
LRPA
582
L. Roy Papp & Associates
Arizona
$416K +$110 +1 +0%
MWM
583
Merriman Wealth Management
Washington
$414K -$773 -7 -0.2%
Wolverine Trading
584
Wolverine Trading
Illinois
$413K +$413K +3,736 New
EPP
585
ETF Portfolio Partners
Kansas
$411K +$411K +3,715 New
BTI
586
Blue Trust Inc
Georgia
$409K +$255K +2,309 +166%
FNC
587
First National Corp
Massachusetts
$404K – – –
KCM
588
Kanawha Capital Management
Virginia
$403K – – –
IWM
589
IHT Wealth Management
Illinois
$402K +$39.9K +361 +11%
KDA
590
Kraft Davis & Associates
Missouri
$402K +$60.9K +550 +18%
FAM
591
Formidable Asset Management
Ohio
$397K -$10.4K -94 -3%
MA
592
Modus Advisors
Minnesota
$396K -$12K -109 -3%
CVM
593
Cheviot Value Management
California
$395K – – –
MIS
594
Morningstar Investment Services
Illinois
$394K – – –
DWA
595
Delap Wealth Advisory
Oregon
$393K -$393K -3,554 -50%
FPW
596
Flagship Private Wealth
Massachusetts
$389K +$1.55K +14 +0.4%
HT
597
Headlands Technologies
Illinois
$389K +$2.32K +21 +0.6%
AIS
598
American Investment Services
Massachusetts
$388K +$19.6K +177 +5%
PCM
599
Pointe Capital Management
Michigan
$388K +$995 +9 +0.3%
RPGK
600
Retirement Planning Group (Kansas)
Kansas
$382K +$136K +1,227 +55%
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