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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
NCM
676
Next Capital Management
New York
$242K +$227K +2,354 New
BWS
677
BCR Wealth Strategies
Alabama
$240K -$5.49K -57 -2%
SMFG
678
Sumitomo Mitsui Financial Group
Japan
$239K
US Bancorp
679
US Bancorp
Minnesota
$239K -$19.1K -199 -8%
HWMA
680
Heritage Wealth Management (Arizona)
Arizona
$239K +$223K +2,322 New
SWM
681
Soundmark Wealth Management
Washington
$235K -$6.35K -66 -3%
CB
682
Commerce Bank
Missouri
$234K -$5.29K -55 -2%
MMHP
683
Murphy Middleton Hinkle & Parker
Georgia
$234K +$96 +1 +0%
SWA
684
Strategies Wealth Advisors
Michigan
$233K -$2.41K -25 -1%
RG
685
Retirement Group
California
$232K +$5K +52 +2%
UFAC
686
Urban Financial Advisory Corp
Illinois
$232K +$217K +2,256 New
IA
687
IFP Advisors
Florida
$231K +$40.3K +419 +23%
COCM
688
Charter Oak Capital Management
New Hampshire
$231K -$85.7K -891 -28%
WC
689
Waterloo Capital
Texas
$231K +$216K +2,242 New
RPGK
690
Retirement Planning Group (Kansas)
Kansas
$230K +$215K +2,233 New
AG
691
Ascent Group
Virginia
$229K +$208K +2,166 New
PMFA
692
Plante Moran Financial Advisors
Michigan
$228K +$68.3K +710 +47%
FP
693
Financial Perspectives
Minnesota
$228K +$37K +384 +21%
RDWM
694
Red Door Wealth Management
Tennessee
$227K
MWM
695
Melfa Wealth Management
Massachusetts
$227K +$1.93K +20 +0.9%
VFIC
696
Valley Forge Investment Consultants
Pennsylvania
$226K -$33.1K -344 -14%
SWM
697
SeaCrest Wealth Management
New York
$224K +$2.79K +29 +1%
WFPG
698
Waller Financial Planning Group
Ohio
$223K +$289 +3 +0.1%
SDWMA
699
Schneider Downs Wealth Management Advisors
Pennsylvania
$223K
FDCP
700
Foster Dykema Cabot & Partners
Massachusetts
$222K +$208K +2,157 New

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.