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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
BWM
776
Baystate Wealth Management
Massachusetts
$48.1K -$289 -3 -0.6%
MFA
777
McClarren Financial Advisors
Pennsylvania
$48K +$385 +4 +0.9%
AW
778
Avion Wealth
Texas
$47K
AIA
779
Angeles Investment Advisors
California
$46.3K +$9.82K +102 +29%
FG
780
Fairman Group
Pennsylvania
$44.5K +$41.6K +432 New
BWM
781
BKM Wealth Management
Wisconsin
$42.7K +$39.9K +415 New
WPA
782
West Paces Advisors
Georgia
$41.2K
GWS
783
Glassman Wealth Services
Virginia
$39.2K +$28.9K +300 +370%
JFG
784
JDM Financial Group
Texas
$38.8K
DSC
785
Duncker Streett & Co
Missouri
$38.6K
WWM
786
Wolff Wiese Magana
California
$38.1K
HFS
787
Hantz Financial Services
Michigan
$38K
WIM
788
Westside Investment Management
California
$36K
HFS
789
HBC Financial Services
Washington
$36K
ME
790
McIlrath & Eck
Washington
$35.1K +$1.83K +19 +6%
CFD
791
Creative Financial Designs
Indiana
$34.8K +$3.27K +34 +11%
VWM
792
Venturi Wealth Management
Texas
$32.1K +$28.4K +295 +1,735%
BONH
793
Bank of New Hampshire
New Hampshire
$30.9K
SC
794
Stephens Consulting
Michigan
$29.3K
HBW
795
Hazlett, Burt & Watson
West Virginia
$29K +$27.3K +284 New
NSIM
796
North Star Investment Management
Illinois
$28.9K
GEA
797
Glen Eagle Advisors
New Jersey
$27.2K -$1.06K -11 -4%
FGA
798
Fortis Group Advisors
New Jersey
$25.9K +$12.1K +126 +100%
AssetMark Inc
799
AssetMark Inc
California
$25.2K -$585K -6,081 -96%
PCMC
800
Private Capital Management (Colorado)
Colorado
$24.7K +$96 +1 +0.4%

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.