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Vanguard Total World Stock ETF

793 hedge funds and large institutions have $8.26B invested in Vanguard Total World Stock ETF in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 310 increasing their positions, 237 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 25

49% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $21.5M

31% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 237

10% more capital invested

Capital invested by funds: $7.51B → $8.26B (+$748M)

8% more funds holding

Funds holding: 733793 (+60)

7% more funds holding in top 10

Funds holding in top 10: 5660 (+4)

0.36% more ownership

Funds ownership: 28.59%28.95% (+0.36%)

Holders
793
Holders Change
+60
Holders Change %
+8.19%
% of All Funds
12.45%
Holding in Top 10
60
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.14%
% of All Funds
0.94%
New
89
Increased
310
Reduced
237
Closed
25
Calls
$32.1M
Puts
$21.5M
Net Calls
+$10.6M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
RDIA
776
RE Dickinson Investment Advisors
Iowa
$4K
BEI
777
Benjamin Edwards Inc
Missouri
$4K +$4.31K +46 New
NECFA
778
New England Capital Financial Advisors
Connecticut
$3.98K +$3.84K +41 New
RTL
779
Red Tortoise LLC
Georgia
$3.88K +$3.75K +40 New
TFGT
780
TS Financial Group (TSFG)
Illinois
$3K
BHWM
781
Beaird Harris Wealth Management
Texas
$2.62K
GIA
782
GHP Investment Advisors
Colorado
$2.05K
Daiwa Securities Group
783
Daiwa Securities Group
Japan
$2K
CWP
784
Concord Wealth Partners
Virginia
$1.84K
GTAM
785
Global Trust Asset Management
Florida
$1.62K
VWM
786
Venturi Wealth Management
Texas
$1.61K
TCM
787
Tradewinds Capital Management
Washington
$1.47K +$1.41K +15 New
SS
788
Sunbelt Securities
Texas
$1.36K +$1.31K +14 New
MIM
789
Macroview Investment Management
Maryland
$970 +$937 +10 New
BFPW
790
BOK Financial Private Wealth
Colorado
$776
BIA
791
Bell Investment Advisors
California
$408
NMG
792
New Millennium Group
Utah
$194
AP
793
Atwood & Palmer
Missouri
$92
HPC
794
HM Payson & Co
Maine
$74 -$34.8K -371 -100%
CGPCS
795
Capital Group Private Client Services
California
-$2.21M -24,007 Closed
WFI
796
West Family Investments
California
-$2.03M -21,248 Closed
JWWM
797
Johnson & White Wealth Management
Pennsylvania
-$1.69M -18,362 Closed
STCOSD
798
Sageworth Trust Company of South Dakota
South Dakota
-$928K -10,076 Closed
D
799
Diversified
Delaware
-$814K -8,836 Closed
TWM
800
Trevian Wealth Management
Massachusetts
-$794K -8,619 Closed

VT Hedge Fund Activity: Q2 2023 in Review

793 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q2 2023, worth a combined $8.26B — up 10% from $7.51B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VT positions and 25 closed out — a net gain of 64 holders — while 310 added to existing stakes and 237 trimmed.

The largest buyer was Jane Street, adding an estimated $213M. The largest seller was Wellington Management Group, cutting an estimated $39.3M.

  • 793 institutional investors held Vanguard Total World Stock ETF (VT) as of Q2 2023, up from 733 in Q1 2023.
  • Funds reported $8.26B of Vanguard Total World Stock ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 89 funds opened new Vanguard Total World Stock ETF positions in Q2 2023 and 25 closed out, a net change of +64 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q2 2023 was Jane Street, an estimated $213M added.
  • The largest Vanguard Total World Stock ETF seller in Q2 2023 was Wellington Management Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q2 2023.