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Vanguard Total World Stock ETF

891 hedge funds and large institutions have $9.44B invested in Vanguard Total World Stock ETF in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 385 increasing their positions, 273 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $4.4M

51% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 55

41% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 273

3% more funds holding in top 10

Funds holding in top 10: 6668 (+2)

2% more funds holding

Funds holding: 870891 (+21)

2.09% more ownership

Funds ownership: 28.75%30.84% (+2.1%)

3% more capital invested

Capital invested by funds: $9.15B → $9.44B (+$283M)

Holders
891
Holders Change
+21
Holders Change %
+2.41%
% 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
0.98%
New
83
Increased
385
Reduced
273
Closed
55
Calls
$29.6M
Puts
$4.4M
Net Calls
+$25.2M
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GAA
626
Global Assets Advisory
Florida
$350K +$4.08M +38,574 New
MM
627
Main Management
California
$348K -$2.12K -20 -0.6%
ACM
628
Advance Capital Management
Michigan
$342K
ASN
629
Advisory Services Network
Georgia
$342K +$57.3K +542 +21%
IA
630
IFP Advisors
Florida
$341K +$88.5K +837 +37%
TWC
631
TD Waterhouse Canada
Ontario, Canada
$340K -$11.2K -106 -3%
Franklin Resources
632
Franklin Resources
California
$334K -$1.16K -11 -0.4%
RCA
633
Resonant Capital Advisors
Wisconsin
$332K
SIAP
634
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$331K +$6.34K +60 +2%
RCI
635
RS Crum Inc
California
$330K +$8.46K +80 +3%
SWA
636
Strategies Wealth Advisors
Michigan
$328K +$74.5K +705 +31%
PP
637
PrairieView Partners
Minnesota
$327K
PW
638
Peninsula Wealth
California
$324K -$95.3K -901 -24%
AIA
639
Arcadia Investment Advisors
Idaho
$324K -$15.9K -150 -5%
DF
640
DecisionPoint Financial
Arizona
$323K +$15.7K +148 +5%
CWAG
641
Compton Wealth Advisory Group
Virginia
$322K +$10.4K +98 +3%
CAM
642
Creekmur Asset Management
Illinois
$319K +$14K +132 +5%
BAM
643
BOS Asset Management
Illinois
$319K +$19.7K +186 +7%
PA
644
Procyon Advisors
Connecticut
$318K +$15.2K +144 +5%
TIAA Trust, National Association
645
TIAA Trust, National Association
North Carolina
$317K +$303K +2,865 New
EWP
646
Elevation Wealth Partners
California
$312K
MCM
647
MontVue Capital Management
Virginia
$309K -$3.38K -32 -1%
FG
648
Fiduciary Group
Georgia
$308K
CJ
649
Caitlin John
Michigan
$305K -$15.3K -145 -5%
First Manhattan
650
First Manhattan
New York
$305K -$259K -2,450 -47%

VT Hedge Fund Activity: Q1 2024 in Review

891 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2024, worth a combined $9.44B — up 3.1% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VT positions and 55 closed out — a net gain of 28 holders — while 385 added to existing stakes and 273 trimmed.

The largest buyer was Texas Treasury Safekeeping Trust Company, adding an estimated $1.33B. The largest seller was Morgan Stanley, cutting an estimated $433M.

  • 891 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2024, up from 870 in Q4 2023.
  • Funds reported $9.44B of Vanguard Total World Stock ETF stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 83 funds opened new Vanguard Total World Stock ETF positions in Q1 2024 and 55 closed out, a net change of +28 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2024 was Texas Treasury Safekeeping Trust Company, an estimated $1.33B added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2024 was Morgan Stanley, an estimated $433M sold.

Based on aggregated 13F filings for Q1 2024.