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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
CF
651
Centaurus Financial
California
$305K -$52.8K -499 -15%
BSWM
652
Boston Standard Wealth Management
Massachusetts
$305K -$6.98K -66 -2%
AC
653
Applied Capital
Arkansas
$302K +$81.8K +774 +39%
CAM
654
Claret Asset Management
Quebec, Canada
$301K
MWM
655
Melfa Wealth Management
Massachusetts
$301K +$54.6K +516 +23%
WP
656
WealthShield Partners
North Carolina
$300K -$8.99K -85 -3%
CAG
657
Crestwood Advisors Group
Massachusetts
$299K +$8.56K +81 +3%
LJHT
658
Laurie J. Hall Trustee
$298K
IC
659
IEQ Capital
California
$298K +$12.7K +120 +5%
BCM
660
Brookstone Capital Management
Illinois
$297K +$23.2K +219 +9%
RFC
661
Regions Financial Corp
Alabama
$296K -$247K -2,339 -47%
CG
662
CFO4Life Group
Texas
$294K +$4.33K +41 +2%
HDIM
663
Hanson & Doremus Investment Management
Vermont
$294K +$87.5K +827 +45%
TNB
664
Thomasville National Bank
Georgia
$293K
LFA
665
LifeGuide Financial Advisors
Pennsylvania
$293K -$76.8K -726 -22%
SW
666
SteelPeak Wealth
California
$292K -$1.6M -15,131 -85%
BFA
667
Beacon Financial Advisory
Ohio
$291K -$12.8K -121 -4%
GWA
668
Geometric Wealth Advisors
District of Columbia
$291K
LWIC
669
Leith Wheeler Investment Counsel
British Columbia, Canada
$290K
PP
670
Prosperity Planning
Missouri
$288K +$7.72K +73 +3%
GS
671
GTS Securities
New York
$287K +$274K +2,593 New
AWMG
672
Alliance Wealth Management Group
New Jersey
$286K
TCM
673
Towercrest Capital Management
Pennsylvania
$286K
UA
674
Unison Advisors
District of Columbia
$286K +$274K +2,588 New
SWM
675
SeaCrest Wealth Management
New York
$282K +$35.4K +335 +15%

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.