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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
AF
726
Allworth Financial
California
$197K +$6.25K +65 +4%
LWM
727
Liberty Wealth Management
California
$193K +$10.1M +105,416 +2,694%
HDIM
728
Hanson & Doremus Investment Management
Vermont
$188K -$105K -1,090 -37%
RF
729
Robinswood Financial
Washington
$162K -$962 -10 -0.6%
SWM
730
Sanctuary Wealth Management
Idaho
$158K +$962 +10 +0.7%
ST
731
Smithfield Trust
Pennsylvania
$157K +$7.12K +74 +5%
PCMC
732
Planning Capital Management Corporation
Pennsylvania
$155K +$145K +1,510 New
CA
733
Crewe Advisors
Utah
$155K -$17K -177 -11%
ITIM
734
Indiana Trust & Investment Management
Indiana
$152K
GWM
735
Geneos Wealth Management
Colorado
$149K
BC
736
Belmont Capital
California
$142K
ADL
737
Asset Dedication LLC
California
$141K
SRCM
738
Signature Resources Capital Management
California
$140K +$131K +1,361 New
EA
739
Evolution Advisers
Virginia
$137K +$56.8K +590 +78%
CTC
740
Central Trust Company
Missouri
$135K +$5.87K +61 +5%
MCA
741
Maryland Capital Advisors
Maryland
$130K -$289 -3 -0.2%
BTI
742
Blue Trust Inc
Georgia
$130K -$4.71K -49 -3%
TCM
743
TD Capital Management
Tennessee
$126K +$866 +9 +0.7%
WT
744
Washington Trust
Rhode Island
$121K +$12.2K +127 +12%
PCTC
745
Perkins Coie Trust Company
Washington
$116K
EWA
746
Elevate Wealth Advisory
Georgia
$108K +$101K +1,053 New
AFS
747
Annapolis Financial Services
Maryland
$104K -$16K -166 -14%
BF
748
BOK Financial
Oklahoma
$103K
CTWM
749
Cherry Tree Wealth Management
Minnesota
$102K
CPG
750
Cornerstone Planning Group
New Jersey
$98.2K +$385 +4 +0.4%

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.