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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
PCMC
751
Planning Capital Management Corporation
Pennsylvania
$184K +$16.6K +157 +10%
RF
752
Robinswood Financial
Washington
$176K +$2.01K +19 +1%
ST
753
Smithfield Trust
Pennsylvania
$173K +$4.55K +43 +3%
TFM
754
TFC Financial Management
Massachusetts
$170K +$104K +983 +176%
ADL
755
Asset Dedication LLC
California
$168K +$15.5K +147 +11%
CA
756
Crewe Advisors
Utah
$166K
ITIM
757
Indiana Trust & Investment Management
Indiana
$163K
SWM
758
Sanctuary Wealth Management
Idaho
$153K -$15.7K -148 -10%
CWC
759
Carolinas Wealth Consulting
North Carolina
$153K +$127K +1,201 +649%
BC
760
Belmont Capital
California
$152K
PAM
761
Palisade Asset Management
Minnesota
$151K +$145K +1,370 New
SRCM
762
Signature Resources Capital Management
California
$140K
MCA
763
Maryland Capital Advisors
Maryland
$140K
RS
764
Rakuten Securities
Japan
$139K +$133K +1,258 New
TCM
765
TD Capital Management
Tennessee
$136K +$529 +5 +0.4%
GWM
766
Geneos Wealth Management
Colorado
$136K -$23.1K -218 -15%
TCM
767
TruNorth Capital Management
Michigan
$128K +$123K +1,162 New
PCTC
768
Perkins Coie Trust Company
Washington
$125K
EWA
769
Elevate Wealth Advisory
Georgia
$121K +$4.12K +39 +4%
BWL
770
Bogart Wealth LLC
Virginia
$115K +$10.3K +97 +10%
CJH
771
Christopher J. Hasenberg
Wisconsin
$112K +$107K +1,014 New
BF
772
BOK Financial
Oklahoma
$110K
CTWM
773
Cherry Tree Wealth Management
Minnesota
$109K
Lazard Asset Management
774
Lazard Asset Management
New York
$108K -$100K -947 -49%
CPG
775
Cornerstone Planning Group
New Jersey
$104K +$211 +2 +0.2%

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.