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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
TAS
51
TIFF Advisory Services
Pennsylvania
$28.1M +$14.3M +148,093 +119%
WANY
52
Wealthspire Advisors (New York)
New York
$27M -$1.72M -17,830 -6%
ACA
53
Atlas Capital Advisors
Wyoming
$25M +$17.7M +184,108 +312%
LNWWM
54
Laird Norton Wetherby Wealth Management
California
$24.7M +$690K +7,169 +3%
Cerity Partners
55
Cerity Partners
New York
$24.4M +$3.18M +33,044 +16%
PWM
56
Prentice Wealth Management
New York
$24.1M +$1.16M +12,043 +5%
Osaic Holdings
57
Osaic Holdings
Arizona
$23.8M -$5.12M -53,201 -19%
FFB
58
First Financial Bankshares
Texas
$22.6M +$21.1M +219,577 New
Bank of New York Mellon
59
Bank of New York Mellon
New York
$21.9M +$1.73M +17,932 +9%
Mirae Asset Global Investments
60
Mirae Asset Global Investments
South Korea
$21.7M -$8.54M -88,787 -30%
Bessemer Group
61
Bessemer Group
New Jersey
$21.6M +$677K +7,036 +3%
BJL
62
Brighton Jones LLC
Washington
$21.3M +$2.1M +21,771 +12%
CAN
63
Cetera Advisor Networks
California
$20.7M +$1.02M +10,559 +6%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$20.6M +$9.67M +100,483 +101%
AGC
65
Aspen Grove Capital
Colorado
$20.4M +$11.8M +122,574 +162%
HWA
66
Heritage Wealth Advisors
Virginia
$19.3M +$18M +187,566 +91,496%
AI
67
Accredited Investors
Minnesota
$18.8M -$288K -2,990 -2%
CA
68
Clearstead Advisors
Ohio
$18.5M -$19.9M -207,082 -54%
GWM
69
GoalFusion Wealth Management
Texas
$18.4M +$122K +1,272 +0.7%
MG
70
Mather Group
Illinois
$17.8M +$1.56M +16,225 +10%
DFA
71
DHK Financial Advisors
New Hampshire
$17.4M +$90.7K +942 +0.6%
PNAA
72
Pictet North America Advisors
Switzerland
$17.2M +$1.31M +13,572 +9%
MFIM
73
Mesirow Financial Investment Management
Illinois
$17.2M +$16.1M +166,919 New
SB
74
Strategic Blueprint
Georgia
$17.1M +$1.6M +16,666 +11%
EFG
75
Ethos Financial Group
Pennsylvania
$17M +$152K +1,580 +1%

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.