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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
TFGT
726
TS Financial Group (TSFG)
Illinois
$2K
GIA
727
GHP Investment Advisors
Colorado
$1.93K
CWP
728
Concord Wealth Partners
Virginia
$1.75K
GTAM
729
Global Trust Asset Management
Florida
$1.54K
VWM
730
Venturi Wealth Management
Texas
$1.53K +$1.54K +17 New
BFPW
731
BOK Financial Private Wealth
Colorado
$737
PGAM
732
Princeton Global Asset Management
New Jersey
$460 -$122K -1,350 -100%
BIA
733
Bell Investment Advisors
California
$385
NMG
734
New Millennium Group
Utah
$184
AP
735
Atwood & Palmer
Missouri
$86
AWM
736
Abound Wealth Management
Tennessee
$13
AI
737
Atria Investments
North Carolina
-$18M -208,414 Closed
PPWP
738
Proquility Private Wealth Partners
Nevada
-$7.05M -81,792 Closed
SC
739
Seldon Capital
California
-$6.51M -75,547 Closed
CGL
740
Clarius Group LLC
Washington
-$3.83M -44,411 Closed
APW
741
Austin Private Wealth
Texas
-$2.21M -25,658 Closed
LOAMS
742
Lombard Odier Asset Management (Switzerland)
Switzerland
-$2.05M -23,820 Closed
MW
743
Marcum Wealth
Ohio
-$1.23M -14,319 Closed
CCM
744
Condor Capital Management
New Jersey
-$1.1M -12,815 Closed
CIBC Private Wealth Group
745
CIBC Private Wealth Group
Georgia
-$1.09M -12,630 Closed
MCC
746
Money Concepts Capital
Florida
-$992K -11,513 Closed
LCAM
747
London & Capital Asset Management
United Kingdom
-$959K -11,121 Closed
GLLW
748
Graves Light Lenhart Wealth
Virginia
-$956K -11,088 Closed
Capital World Investors
749
Capital World Investors
California
-$896K -10,338 Closed
ICG
750
InterOcean Capital Group
Tennessee
-$711K -8,249 Closed

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.