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Vanguard Total World Stock ETF

733 hedge funds and large institutions have $7.51B invested in Vanguard Total World Stock ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 266 increasing their positions, 245 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 53

28% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $30.8M

2% more funds holding in top 10

Funds holding in top 10: 5556 (+1)

9% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 245

4% more capital invested

Capital invested by funds: $7.24B → $7.51B (+$268M)

1% less funds holding

Funds holding: 738733 (-5)

1.3% less ownership

Funds ownership: 29.89%28.59% (-1.3%)

Holders
733
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.68%
Holding in Top 10
56
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.82%
% of All Funds
0.89%
New
68
Increased
266
Reduced
245
Closed
53
Calls
$39.5M
Puts
$30.8M
Net Calls
+$8.61M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
676
Howe & Rusling
New York
$31.8K -$2.26K -25 -7%
BWA
677
BDO Wealth Advisors
Florida
$31.3K
DI
678
Disciplined Investments
Oklahoma
$28K
BONH
679
Bank of New Hampshire
New Hampshire
$27.6K
NSIM
680
North Star Investment Management
Illinois
$25.9K
SIS
681
Strategic Investment Solutions
Illinois
$25.1K +$24.7K +273 New
BA
682
Bristlecone Advisors
Washington
$23.2K +$22.8K +252 New
CSWM
683
Cassady Schiller Wealth Management
Ohio
$22.6K +$15K +166 +210%
FRA
684
Front Row Advisors
California
$22K
VCM
685
Vigilant Capital Management
Maine
$22K
TCOV
686
Trust Company of Vermont
Vermont
$21.4K
RFA
687
Resurgent Financial Advisors
Georgia
$20.5K +$20.2K +223 New
PCFFS
688
Pacific Center for Financial Services
California
$19.2K +$18.8K +208 New
JWA
689
JFS Wealth Advisors
Pennsylvania
$18.9K
HWA
690
Heritage Wealth Advisors
Virginia
$18.9K
PCMC
691
Private Capital Management (Colorado)
Colorado
$18.7K +$18.4K +203 New
CCP
692
Carmel Capital Partners
California
$18.4K +$18.1K +200 New
FFC
693
First Financial Corp
Indiana
$17.8K
CWC
694
Carolinas Wealth Consulting
North Carolina
$17.3K +$91 +1 +0.5%
CFFP
695
Center for Financial Planning
Michigan
$16.9K +$3.8K +42 +30%
CWM
696
Compass Wealth Management
Connecticut
$16.2K
GEA
697
Glen Eagle Advisors
New Jersey
$15.6K +$91 +1 +0.6%
MHR
698
Matthew Hamilton Rosenberg
$14.3K
Lazard Asset Management
699
Lazard Asset Management
New York
$14K -$1.48M -16,328 -99%
WAS
700
Winch Advisory Services
Wisconsin
$14K -$1.09K -12 -7%

VT Hedge Fund Activity: Q1 2023 in Review

733 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2023, worth a combined $7.51B — up 3.7% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new VT positions and 53 closed out — a net gain of 15 holders — while 266 added to existing stakes and 245 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $51.2M. The largest seller was Bank of America, cutting an estimated $148M.

  • 733 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2023, down from 738 in Q4 2022.
  • Funds reported $7.51B of Vanguard Total World Stock ETF stock for Q1 2023, up 3.7% quarter-over-quarter.
  • 68 funds opened new Vanguard Total World Stock ETF positions in Q1 2023 and 53 closed out, a net change of +15 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2023 was Rockefeller Capital Management, an estimated $51.2M added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2023 was Bank of America, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2023.