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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
CG
651
CFO4Life Group
Texas
$270K -$27.6K -287 -10%
THL
652
Tillman Hartley LLC
Colorado
$269K +$2.41K +25 +1%
BEW
653
Burton Enright Welch
California
$269K +$251K +2,612 New
TCM
654
Towercrest Capital Management
Pennsylvania
$266K
AWMG
655
Alliance Wealth Management Group
New Jersey
$266K +$249K +2,590 New
Qube Research & Technologies (QRT)
656
Qube Research & Technologies (QRT)
United Kingdom
$266K +$241K +2,506 +3,019%
SFG
657
Synergy Financial Group
California
$266K -$10.7K -111 -4%
IC
658
IEQ Capital
California
$265K +$15.2K +158 +7%
BSWM
659
Boston Standard Wealth Management
Massachusetts
$264K
AWM
660
Avior Wealth Management
Nebraska
$263K +$2.02K +21 +0.8%
EWP
661
Elevation Wealth Partners
California
$263K
ASN
662
Advisory Services Network
Georgia
$263K -$8.66K -90 -3%
AWA
663
Acorn Wealth Advisors
Michigan
$262K -$37.8K -393 -13%
CWM
664
Centurion Wealth Management
Virginia
$261K +$5.1K +53 +2%
PP
665
Prosperity Planning
Missouri
$260K -$28.9K -300 -11%
CWA
666
Canvas Wealth Advisors
Kansas
$259K +$243K +2,524 New
MC
667
Moors & Cabot
Massachusetts
$258K +$26.5K +275 +12%
IAIM
668
International Assets Investment Management
Florida
$254K -$642K -6,674 -73%
BCM
669
Brookstone Capital Management
Illinois
$254K -$3.31M -34,435 -93%
CFB
670
Cullen/Frost Bankers
Texas
$250K +$94.7K +984 +68%
TC
671
Tacita Capital
Ontario, Canada
$249K
PF
672
Phoenix Financial
Israel
$247K +$205K +2,135 New
Loomis, Sayles & Company
673
Loomis, Sayles & Company
Massachusetts
$247K +$202K +2,097 +683%
CWM
674
Cornerstone Wealth Management
Missouri
$243K +$227K +2,364 New
NEPWA
675
New England Private Wealth Advisors
Massachusetts
$243K +$1.16K +12 +0.5%

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.