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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
EBA
751
Eagle Bay Advisors
New York
$97.8K +$91.5K +951 New
BWL
752
Bogart Wealth LLC
Virginia
$97.5K +$5.2K +54 +6%
SC
753
SouthState Corp
Florida
$94.8K -$291K -3,029 -77%
CIAS
754
Capital Investment Advisory Services
North Carolina
$92.8K +$6.25K +65 +8%
LFASL
755
Lugano Financial Advisors SA (LFA)
Switzerland
$92.6K +$67.4K +700 +350%
AA
756
AlphaMark Advisors
Kentucky
$90K
HGERS
757
Householder Group Estate & Retirement Specialist
Arizona
$90K +$49.5K +514 +139%
TF
758
Tompkins Financial
New York
$84.3K +$78.8K +819 New
PFM
759
Phillips Financial Management
Indiana
$83.5K
CFGS
760
Concourse Financial Group Securities
Alabama
$77.9K
HR
761
Howe & Rusling
New York
$74.4K +$36.4K +378 +110%
QC
762
Quent Capital
New York
$73.2K +$289 +3 +0.4%
AIP
763
Ameritas Investment Partners
Nebraska
$71.8K +$4.33K +45 +7%
PGAM
764
Princeton Global Asset Management
New Jersey
$69.5K +$36.2K +376 +125%
WTC
765
WhitTier Trust Company
Nevada
$68K
BHWM
766
Beaird Harris Wealth Management
Texas
$65.8K
TRCT
767
Tower Research Capital (TRC)
New York
$65.1K -$29.4K -306 -33%
AAP
768
Arax Advisory Partners
Colorado
$64.1K +$5.87K +61 +11%
SIC
769
SJS Investment Consulting
Ohio
$61.7K
TFM
770
TFC Financial Management
Massachusetts
$57.5K +$53.8K +559 New
PWMG
771
Private Wealth Management Group
New Jersey
$56.4K +$52.7K +548 New
NCM
772
Northwest Capital Management
Oregon
$56.3K
LF
773
Lee Financial
Texas
$55.5K
WB
774
Webster Bank
Connecticut
$54K
GI
775
Gradient Investments
Minnesota
$53.6K +$50.1K +521 New

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.