We are live on ! Find out more
VT icon

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
COCM
601
Charter Oak Capital Management
New Hampshire
$209K +$205K +2,267 New
CPFP
602
Clear Perspectives Financial Planning
Ohio
$208K
MAM
603
Madison Asset Management
Wisconsin
$203K +$200K +2,208 New
RDWM
604
Red Door Wealth Management
Tennessee
$203K +$200K +2,206 New
AA
605
Alesco Advisors
New York
$203K +$199K +2,200 New
PIA
606
Perennial Investment Advisors
California
$201K +$198K +2,185 New
TI
607
Truepoint Inc
Ohio
$201K +$198K +2,185 New
SWM
608
Soundmark Wealth Management
Washington
$201K +$197K +2,178 New
HI
609
Harbour Investments
Wisconsin
$197K +$23.7K +262 +14%
CA
610
Crewe Advisors
Utah
$189K +$30.8K +340 +20%
BWM
611
BigSur Wealth Management
Florida
$189K
Barclays
612
Barclays
United Kingdom
$184K
DFC
613
DB Fitzpatrick & Co
Idaho
$181K -$4.02M -44,386 -96%
ST
614
Smithfield Trust
Pennsylvania
$174K -$51.6K -570 -23%
BTI
615
Blue Trust Inc
Georgia
$171K +$76.9K +849 +75%
AIA
616
Angeles Investment Advisors
California
$170K +$22.6K +250 +16%
PCTC
617
Perkins Coie Trust Company
Washington
$163K +$161K +1,775 New
GC
618
Garde Capital
Washington
$162K +$20.8K +230 +15%
BCV
619
Banque Cantonale Vaudoise
Switzerland
$148K +$146K +1,609 New
PMFA
620
Plante Moran Financial Advisors
Michigan
$144K +$7.61K +84 +6%
PCA
621
Providence Capital Advisors
North Carolina
$143K +$132K +1,463 +1,556%
AA
622
AlphaMark Advisors
Kentucky
$139K -$52.1K -575 -28%
WBC
623
West Branch Capital
Massachusetts
$138K
CFB
624
Cullen/Frost Bankers
Texas
$134K
GWM
625
Geneos Wealth Management
Colorado
$133K -$2.17K -24 -2%

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.