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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
SC
751
Scotia Capital
Ontario, Canada
-$702K -8,143 Closed
WF
752
WoodTrust Financial
Wisconsin
-$622K -7,214 Closed
AFA
753
Arlington Financial Advisors
California
-$618K -7,170 Closed
CS
754
Credit Suisse
Switzerland
-$568K -6,593 Closed
Loomis, Sayles & Company
755
Loomis, Sayles & Company
Massachusetts
-$550K -6,386 Closed
CI
756
CX Institutional
Indiana
-$513K -5,947 Closed
MFG
757
Magnus Financial Group
New York
-$369K -4,276 Closed
RMC
758
Regis Management Company
California
-$340K -3,939 Closed
HL
759
Harding Loevner
New Jersey
-$331K -3,839 Closed
SPC
760
Sigma Planning Corp
Michigan
-$289K -3,355 Closed
BFG
761
Berger Financial Group
Minnesota
-$274K -3,178 Closed
Qube Research & Technologies (QRT)
762
Qube Research & Technologies (QRT)
United Kingdom
-$274K -3,178 Closed
AC
763
Applied Capital
Arkansas
-$245K -2,838 Closed
KeyBank National Association
764
KeyBank National Association
Ohio
-$233K -2,702 Closed
AWM
765
Axxcess Wealth Management
California
-$216K -2,506 Closed
AFM
766
Andesa Financial Management
Pennsylvania
-$207K -2,402 Closed
AWG
767
Altus Wealth Group
Colorado
-$206K -2,387 Closed
CFG
768
Carr Financial Group
Massachusetts
-$205K -2,379 Closed
R
769
Rebalance
California
-$164K -1,906 Closed
3IP
770
3Chopt Investment Partners
Virginia
-$129K -1,501 Closed
HT
771
Headlands Technologies
Illinois
-$86K -1,001 Closed
RIA
772
Realta Investment Advisors
Delaware
-$64.6K -750 Closed
MPCL
773
My Personal CFO LLC
Washington
-$55.8K -647 Closed
OWA
774
One Wealth Advisors
California
-$53.4K -620 Closed
EE
775
EWG Elevate
California
-$41.4K -480 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.