We are live on ! Find out more
VT icon

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
PMFA
701
Plante Moran Financial Advisors
Michigan
$245K +$317 +3 +0.1%
CWM
702
Cornerstone Wealth Management
Missouri
$245K -$15.9K -150 -6%
GWM
703
Greenwich Wealth Management
Connecticut
$244K +$233K +2,205 New
RDWM
704
Red Door Wealth Management
Tennessee
$244K
SC
705
Scotia Capital
Ontario, Canada
$241K +$231K +2,180 New
AG
706
Ascent Group
Virginia
$240K +$423 +4 +0.2%
WFPG
707
Waller Financial Planning Group
Ohio
$239K +$106 +1 +0%
FDCP
708
Foster Dykema Cabot & Partners
Massachusetts
$238K
OLA
709
Oliver Luxxe Assets
New Jersey
$237K -$634 -6 -0.3%
EA
710
Evolution Advisers
Virginia
$237K +$84.2K +796 +59%
BFC
711
Bedel Financial Consulting
Indiana
$236K
PF
712
Phoenix Financial
Israel
$236K
DAM
713
Derbend Asset Management
Georgia
$235K +$225K +2,131 New
SG
714
StoneX Group
New York
$235K +$225K +2,130 New
HWP
715
Hibernia Wealth Partners
Louisiana
$235K +$225K +2,124 New
FWI
716
Facet Wealth Inc
Maryland
$234K +$225K +2,129 New
FMWA
717
Forvis Mazars Wealth Advisors
Missouri
$233K +$2.54K +24 +1%
HT
718
Heritage Trust
Oklahoma
$232K
AA
719
Addison Advisors
Vermont
$231K
MC
720
Matisse Capital
Oregon
$229K
BCM
721
Beaumont Capital Management
Massachusetts
$228K -$6.24K -59 -3%
BWM
722
BigSur Wealth Management
Florida
$227K
FAM
723
Forte Asset Management
New York
$227K +$217K +2,050 New
LWM
724
Liberty Wealth Management
California
$224K -$11.3M -107,297 -98%
PWG
725
Portside Wealth Group
Utah
$223K -$8.46K -80 -4%

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.