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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
SIC
701
Salem Investment Counselors
North Carolina
$13.8K
GFWA
702
Grey Fox Wealth Advisors
Delaware
$12.7K +$12.5K +138 New
AIC
703
Archer Investment Corporation
Indiana
$12.6K
CFD
704
Creative Financial Designs
Indiana
$12.3K
SIS
705
Sound Income Strategies
Florida
$11.4K +$91 +1 +0.8%
FFL
706
Financial Freedom LLC
Ohio
$10.5K
BAM
707
Bellevue Asset Management
Washington
$10.1K +$9.96K +110 New
CWM
708
Cedar Wealth Management
California
$9.21K
MTIC
709
Missouri Trust & Investment Company
Missouri
$9.21K
CSB
710
City State Bank
Iowa
$9K
AssetMark Inc
711
AssetMark Inc
California
$7.37K -$4.35K -48 -38%
FSWA
712
Financial Synergies Wealth Advisors
Texas
$7.3K
GWS
713
Glassman Wealth Services
Virginia
$6.56K +$5.89K +65 +1,083%
OHWP
714
Oak Harbor Wealth Partners
North Carolina
$6.54K +$1.36K +15 +27%
LFG
715
Larson Financial Group
Missouri
$6.26K +$6.16K +68 New
BCA
716
Bray Capital Advisors
Florida
$6.08K
SMA
717
Sage Mountain Advisors
Georgia
$5.53K +$5.43K +60 New
TH
718
TCTC Holdings
Texas
$4.33K
TF
719
TimeScale Financial
Massachusetts
$4.33K +$4.26K +47 New
CT
720
Caldwell Trust
Florida
$4.05K
RDIA
721
RE Dickinson Investment Advisors
Iowa
$4K
WP
722
WealthPLAN Partners
Nebraska
$3.13K +$3.08K +34 New
PS
723
PayPay Securities
Japan
$2.67K -$1.36K -15 -34%
CWA
724
Carolina Wealth Advisors
South Carolina
$2.58K +$2.54K +28 New
BHWM
725
Beaird Harris Wealth Management
Texas
$2.49K

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.