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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
OLA
701
Oliver Luxxe Assets
New Jersey
$221K -$12.2K -127 -6%
RF
702
RHS Financial
California
$220K -$69.2K -719 -25%
BFC
703
Bedel Financial Consulting
Indiana
$220K +$206K +2,140 New
TI
704
Truepoint Inc
Ohio
$220K +$205K +2,134 New
BCM
705
Beaumont Capital Management
Massachusetts
$218K +$204K +2,121 New
HT
706
Heritage Trust
Oklahoma
$216K +$202K +2,102 New
PWG
707
Portside Wealth Group
Utah
$216K +$202K +2,099 New
AA
708
Addison Advisors
Vermont
$215K -$7.12K -74 -3%
MWA
709
Midland Wealth Advisors
Illinois
$215K +$201K +2,091 New
FMWA
710
Forvis Mazars Wealth Advisors
Missouri
$215K -$21.3K -221 -10%
MC
711
Matisse Capital
Oregon
$213K +$199K +2,073 New
PBF
712
Petix & Botte Financial
California
$212K +$198K +2,062 New
BWM
713
BigSur Wealth Management
Florida
$212K
VFP
714
Verus Financial Partners
Virginia
$211K -$77.4K -804 -28%
GC
715
Garde Capital
Washington
$211K +$3.46K +36 +2%
OFA
716
Oak Family Advisors
Illinois
$209K +$196K +2,033 New
AWG
717
Altus Wealth Group
Colorado
$208K +$194K +2,021 New
C
718
Certuity
Florida
$206K +$193K +2,002 New
Barclays
719
Barclays
United Kingdom
$206K
CNC
720
Citizens & Northern Corp
Pennsylvania
$206K +$192K +2,000 New
SIC
721
Samalin Investment Counsel
New York
$206K +$192K +2,000 New
SSWG
722
Seven Springs Wealth Group
Tennessee
$206K +$192K +2,000 New
AC
723
Applied Capital
Arkansas
$202K +$189K +1,961 New
OFS
724
OneAscent Financial Services
Alabama
$201K +$188K +1,949 New
Lazard Asset Management
725
Lazard Asset Management
New York
$198K +$86K +894 +87%

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.