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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
PP
626
PrairieView Partners
Minnesota
$304K -$6.45K -67 -2%
R
627
Rebalance
California
$304K +$75.6K +786 +36%
SIAP
628
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K +$33.7K +350 +14%
BFAG
629
Blackston Financial Advisory Group
Florida
$300K +$280K +2,913 New
CJ
630
Caitlin John
Michigan
$299K +$280K +2,906 New
RCI
631
RS Crum Inc
California
$299K -$33.6K -349 -11%
CW
632
CreativeOne Wealth
Kansas
$296K -$23.4K -243 -8%
DF
633
DecisionPoint Financial
Arizona
$293K +$577 +6 +0.2%
MCM
634
MontVue Capital Management
Virginia
$291K +$272K +2,824 New
CWAG
635
Compton Wealth Advisory Group
Virginia
$290K +$271K +2,815 New
WP
636
WealthShield Partners
North Carolina
$288K -$199K -2,070 -42%
Envestnet Portfolio Solutions
637
Envestnet Portfolio Solutions
Illinois
$288K +$269K +2,800 New
FG
638
Fiduciary Group
Georgia
$286K
BFA
639
Beacon Financial Advisory
Ohio
$284K +$385 +4 +0.1%
CAM
640
Creekmur Asset Management
Illinois
$284K +$265K +2,758 New
PA
641
Procyon Advisors
Connecticut
$282K -$1.25K -13 -0.5%
CAM
642
Claret Asset Management
Quebec, Canada
$280K -$3.37K -35 -1%
LJHT
643
Laurie J. Hall Trustee
$278K
BAM
644
BOS Asset Management
Illinois
$277K
PCIA
645
Prime Capital Investment Advisors
Kansas
$277K +$7.22K +75 +3%
TNB
646
Thomasville National Bank
Georgia
$273K +$255K +2,654 New
TFS
647
Thoroughbred Financial Services
Tennessee
$272K +$1.16K +12 +0.5%
GWA
648
Geometric Wealth Advisors
District of Columbia
$271K
CAG
649
Crestwood Advisors Group
Massachusetts
$270K -$16K -166 -6%
LWIC
650
Leith Wheeler Investment Counsel
British Columbia, Canada
$270K

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.