We are live on ! Find out more
VT icon

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
BW
51
BIP Wealth
Georgia
$27.4M +$27M +298,327 New
JMPWA
52
JP Morgan Private Wealth Advisors
California
$25.4M -$34.4M -379,685 -58%
AIM
53
Allen Investment Management
New York
$23M
SQA
54
Simon Quick Advisors
New Jersey
$21.8M +$2.37M +26,181 +12%
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$21.2M +$234K +2,588 +1%
Brown Advisory
56
Brown Advisory
Maryland
$20.3M -$1.23M -13,564 -6%
PWM
57
Prentice Wealth Management
New York
$19.5M +$427K +4,711 +2%
CA
58
Clearstead Advisors
Ohio
$19.4M -$9.28M -102,469 -33%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$18.8M +$282K +3,118 +2%
MA
60
Mangham Associates
Virginia
$18.6M +$12K +132 +0.1%
Kovitz Investment Group Partners
61
Kovitz Investment Group Partners
Illinois
$18.6M +$5.64M +62,305 +45%
Bessemer Group
62
Bessemer Group
New Jersey
$18.4M +$132K +1,453 +0.7%
Osaic Holdings
63
Osaic Holdings
Arizona
$18M -$1.76M -19,475 -9%
Cerity Partners
64
Cerity Partners
New York
$17.8M -$3.34M -36,872 -16%
BS
65
Banco Santander
Spain
$16.5M -$2.66M -29,367 -14%
AI
66
Accredited Investors
Minnesota
$15.9M +$1.95M +21,581 +14%
GWM
67
GoalFusion Wealth Management
Texas
$15.7M -$1.93M -21,349 -11%
MGIA
68
Moneta Group Investment Advisors
Missouri
$15.5M -$4.03M -44,477 -21%
DFA
69
DHK Financial Advisors
New Hampshire
$15.5M +$34.8K +384 +0.2%
PL
70
Parkwood LLC
Ohio
$15.1M
WP
71
WMS Partners
Maryland
$15M -$3.62M -39,934 -20%
BJL
72
Brighton Jones LLC
Washington
$15M +$835K +9,215 +6%
Bank Julius Baer & Co
73
Bank Julius Baer & Co
Switzerland
$14.9M -$35K -387 -0.2%
WA
74
Wealth Architects
California
$14.1M -$33.9K -374 -0.2%
SLT
75
St Louis Trust
Missouri
$14M +$4.94M +54,541 +56%

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.