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Vanguard Total World Stock ETF
VT

Overview Fund Activity

864 hedge funds and large institutions have $9.14B invested in Vanguard Total World Stock ETF in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 340 increasing their positions, 249 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+83
Holders Change %
+10.63%
% of All Funds
12.66%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
0.97%
New
140
Increased
340
Reduced
249
Closed
43
Calls
$38M
Puts
$8.14M
Net Calls
+$29.9M
Net Calls Change
+$29.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$439M
2
MA
Madrone Advisors
California
+$140M
3
TTSTC
Texas Treasury Safekeeping Trust Company
Texas
+$111M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$94.6M
5
EEP
Edgehill Endowment Partners
Connecticut
+$81.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$973M
2
Jane Street
Jane Street
New York
-$256M
3
Lido Advisors
Lido Advisors
California
-$51.3M
4
WA
Waddell & Associates
Tennessee
-$21.4M
5
CA
Clearstead Advisors
Ohio
-$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
676
Heritage Wealth Management (Arizona)
Arizona
$239K +$239K +2,322 New
SWM
677
Soundmark Wealth Management
Washington
$235K -$6.79K -66 -3%
CB
678
Commerce Bank
Missouri
$234K -$5.66K -55 -2%
MMHP
679
Murphy Middleton Hinkle & Parker
Georgia
$234K +$103 +1 +0%
SWA
680
Strategies Wealth Advisors
Michigan
$233K -$2.57K -25 -1%
RG
681
Retirement Group
California
$232K +$5.35K +52 +2%
UFAC
682
Urban Financial Advisory Corp
Illinois
$232K +$232K +2,256 New
IA
683
IFP Advisors
Florida
$231K +$43.1K +419 +23%
COCM
684
Charter Oak Capital Management
New Hampshire
$231K -$91.7K -891 -28%
WC
685
Waterloo Capital
Texas
$231K +$231K +2,242 New
RPGK
686
Retirement Planning Group (Kansas)
Kansas
$230K +$230K +2,233 New
AG
687
Ascent Group
Virginia
$229K +$229K +2,166 New
PMFA
688
Plante Moran Financial Advisors
Michigan
$228K +$73K +710 +47%
FP
689
Financial Perspectives
Minnesota
$228K +$39.5K +384 +21%
RDWM
690
Red Door Wealth Management
Tennessee
$227K – – –
MWM
691
Melfa Wealth Management
Massachusetts
$227K +$2.06K +20 +0.9%
VFIC
692
Valley Forge Investment Consultants
Pennsylvania
$226K -$35.4K -344 -14%
SWM
693
SeaCrest Wealth Management
New York
$224K +$2.93K +29 +1%
WFPG
694
Waller Financial Planning Group
Ohio
$223K +$309 +3 +0.1%
SDWMA
695
Schneider Downs Wealth Management Advisors
Pennsylvania
$223K – – –
FDCP
696
Foster Dykema Cabot & Partners
Massachusetts
$222K +$222K +2,157 New
OLA
697
Oliver Luxxe Assets
New Jersey
$221K -$13.1K -127 -6%
RF
698
RHS Financial
California
$220K -$74K -719 -25%
BFC
699
Bedel Financial Consulting
Indiana
$220K +$220K +2,140 New
TI
700
Truepoint Inc
Ohio
$220K +$220K +2,134 New
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28
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