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Vanguard Total World Stock ETF

781 hedge funds and large institutions have $8.25B invested in Vanguard Total World Stock ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 324 increasing their positions, 237 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
-8
Holders Change %
-1.01%
% of All Funds
12.45%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.92%
New
51
Increased
324
Reduced
237
Closed
49
Calls
$16.4M
Puts
$16.4M
Net Calls
-$14K
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
676
Bogart Wealth LLC
Virginia
$83.3K +$186 +2 +0.2%
AA
677
AlphaMark Advisors
Kentucky
$82K -$21.6K -230 -21%
TWM
678
Tradition Wealth Management
Minnesota
$80K +$262 +3 +0.3%
CIAS
679
Capital Investment Advisory Services
North Carolina
$78K +$4.85K +52 +7%
PFM
680
Phillips Financial Management
Indiana
$75.7K
RIA
681
Realta Investment Advisors
Delaware
$72.7K
CFGS
682
Concourse Financial Group Securities
Alabama
$70.5K -$2.98K -32 -4%
EA
683
Evolution Advisers
Virginia
$70K -$43.5K -469 -38%
CCA
684
Column Capital Advisors
Indiana
$68.6K
QC
685
Quent Capital
New York
$66K -$2.14K -23 -3%
RW
686
RVW Wealth
California
$64.2K +$64.2K +689 New
WTC
687
WhitTier Trust Company
Nevada
$61.6K
AIP
688
Ameritas Investment Partners
Nebraska
$60.9K +$6.15K +66 +11%
BHWM
689
Beaird Harris Wealth Management
Texas
$59.6K +$57.1K +613 +2,270%
GM
690
GeoWealth Management
Illinois
$58K -$6.89K -73 -11%
SIC
691
SJS Investment Consulting
Ohio
$55.9K
AAP
692
Arax Advisory Partners
Colorado
$52.4K -$7K -75 -12%
NCM
693
Northwest Capital Management
Oregon
$51K
LF
694
Lee Financial
Texas
$50.2K
WB
695
Webster Bank
Connecticut
$48.9K
BWM
696
Baystate Wealth Management
Massachusetts
$43.8K +$4.01K +43 +10%
MFA
697
McClarren Financial Advisors
Pennsylvania
$43K -$32.9K -354 -43%
AW
698
Avion Wealth
Texas
$42K
HPC
699
HM Payson & Co
Maine
$37.3K +$37.3K +400 +40,000%
WPA
700
West Paces Advisors
Georgia
$37.3K