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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
SIAP
626
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$224K +$216K +2,309 New
FMWA
627
Forvis Mazars Wealth Advisors
Missouri
$223K +$281 +3 +0.1%
LWM
628
Laidlaw Wealth Management
New York
$223K +$216K +2,302 New
MWM
629
Melfa Wealth Management
Massachusetts
$223K -$91.5K -976 -30%
MMHP
630
Murphy Middleton Hinkle & Parker
Georgia
$220K +$94 +1 +0%
OLA
631
Oliver Luxxe Assets
New Jersey
$220K -$937 -10 -0.4%
COCM
632
Charter Oak Capital Management
New Hampshire
$217K -$2.81K -30 -1%
OFA
633
Oak Family Advisors
Illinois
$214K -$10.8K -115 -5%
RDWM
634
Red Door Wealth Management
Tennessee
$214K
AA
635
Alesco Advisors
New York
$213K
SWM
636
Soundmark Wealth Management
Washington
$213K +$1.41K +15 +0.7%
SWM
637
SeaCrest Wealth Management
New York
$212K +$205K +2,190 New
PIA
638
Perennial Investment Advisors
California
$212K +$281 +3 +0.1%
TI
639
Truepoint Inc
Ohio
$212K
SWA
640
Strategies Wealth Advisors
Michigan
$212K +$205K +2,183 New
RG
641
Retirement Group
California
$211K -$13.1K -140 -6%
AA
642
Addison Advisors
Vermont
$210K -$101K -1,080 -33%
MC
643
Moors & Cabot
Massachusetts
$210K +$203K +2,165 New
WFPG
644
Waller Financial Planning Group
Ohio
$210K +$203K +2,161 New
R
645
Rebalance
California
$209K +$202K +2,158 New
EH
646
Equitable Holdings
New York
$208K +$201K +2,142 New
PF
647
Phoenix Financial
Israel
$207K +$200K +2,135 New
IC
648
IEQ Capital
California
$207K +$200K +2,133 New
BFAG
649
Blackston Financial Advisory Group
Florida
$205K +$199K +2,118 New
AMG
650
Asset Management Group
Connecticut
$204K +$197K +2,103 New

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.