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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
VPIM
726
Vanguard Personalized Indexing Management
California
$221K +$212K +2,001 New
Barclays
727
Barclays
United Kingdom
$221K
CNC
728
Citizens & Northern Corp
Pennsylvania
$221K
SSWG
729
Seven Springs Wealth Group
Tennessee
$221K
HWA
730
Heartwood Wealth Advisors
Virginia
$220K +$211K +1,991 New
PFS
731
Prospera Financial Services
Texas
$220K +$210K +1,988 New
FCI
732
Financial Counselors Inc
Kansas
$215K +$205K +1,942 New
BFG
733
Berger Financial Group
Minnesota
$215K +$205K +1,942 New
TA
734
TFB Advisors
Kansas
$214K +$213K +2,010 New
AA
735
AF Advisors
California
$214K +$205K +1,934 New
HTC
736
Haverford Trust Company
Pennsylvania
$213K +$204K +1,925 New
RWM
737
Revisor Wealth Management
Ohio
$212K +$208K +1,967 New
FFM
738
Forum Financial Management
Illinois
$211K +$201K +1,905 New
FWM
739
FMB Wealth Management
California
$211K +$201K +1,905 New
OFA
740
Oak Family Advisors
Illinois
$209K -$14.8K -140 -7%
DWM
741
Drive Wealth Management
Utah
$208K +$199K +1,886 New
WC
742
Waterloo Capital
Texas
$208K -$37.9K -358 -16%
LL
743
LPWM LLC
Minnesota
$208K +$202K +1,911 New
AF
744
Allworth Financial
California
$206K -$6.13K -58 -3%
CW
745
Cabot-Wellington
Massachusetts
$205K +$197K +1,859 New
VCP
746
Verus Capital Partners
Arizona
$203K +$194K +1,836 New
WA
747
WestEnd Advisors
North Carolina
$202K -$269K -2,545 -58%
IW
748
Imprint Wealth
South Carolina
$202K +$194K +1,830 New
WB
749
WesBanco Bank
West Virginia
$201K +$193K +1,822 New
CTC
750
Central Trust Company
Missouri
$188K +$41.1K +389 +30%

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.