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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
AWA
676
Acorn Wealth Advisors
Michigan
$282K +$952 +9 +0.4%
SFG
677
Synergy Financial Group
California
$281K -$3.91K -37 -1%
CWM
678
Centurion Wealth Management
Virginia
$281K
VFIC
679
Valley Forge Investment Consultants
Pennsylvania
$280K +$36.1K +341 +16%
SWM
680
Soundmark Wealth Management
Washington
$277K +$23.1K +218 +10%
MC
681
Moors & Cabot
Massachusetts
$277K
GC
682
Garde Capital
Washington
$276K +$47.4K +448 +22%
TC
683
Tacita Capital
Ontario, Canada
$274K +$6.87K +65 +3%
BWS
684
BCR Wealth Strategies
Alabama
$264K +$4.86K +46 +2%
NCM
685
Next Capital Management
New York
$261K +$846 +8 +0.3%
NEPWA
686
New England Private Wealth Advisors
Massachusetts
$261K +$529 +5 +0.2%
OFS
687
OneAscent Financial Services
Alabama
$260K +$43K +407 +21%
R
688
Rebalance
California
$260K -$63.6K -601 -20%
CAAM
689
Cornerstone Advisors Asset Management
Pennsylvania
$258K +$246K +2,331 New
SMFG
690
Sumitomo Mitsui Financial Group
Japan
$257K
BEW
691
Burton Enright Welch
California
$256K -$31.3K -296 -11%
SDWMA
692
Schneider Downs Wealth Management Advisors
Pennsylvania
$254K +$14.5K +137 +6%
PCIA
693
Prime Capital Investment Advisors
Kansas
$253K -$42.8K -405 -15%
CB
694
Commerce Bank
Missouri
$251K
TFP
695
TrueWealth Financial Partners
Washington
$251K +$240K +2,274 New
MMHP
696
Murphy Middleton Hinkle & Parker
Georgia
$251K +$106 +1 +0%
COCM
697
Charter Oak Capital Management
New Hampshire
$251K +$2.54K +24 +1%
RG
698
Retirement Group
California
$250K +$106 +1 +0%
SIC
699
Samalin Investment Counsel
New York
$247K +$25K +236 +12%
FP
700
Financial Perspectives
Minnesota
$245K +$634 +6 +0.3%

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.