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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
RFA
801
Resurgent Financial Advisors
Georgia
$23.3K +$192 +2 +0.9%
AIC
802
Archer Investment Corporation
Indiana
$23.1K
GM
803
GeoWealth Management
Illinois
$21K -$38.8K -403 -66%
FCG
804
Financial Connections Group
California
$21K +$14K +145 New
SIC
805
Salem Investment Counselors
North Carolina
$20.9K
TCOV
806
Trust Company of Vermont
Vermont
$20.6K -$3.08K -32 -14%
CSWM
807
Cassady Schiller Wealth Management
Ohio
$19.4K +$1.64K +17 +10%
CWC
808
Carolinas Wealth Consulting
North Carolina
$19.1K
CWM
809
Compass Wealth Management
Connecticut
$18.1K
APW
810
Atlantic Private Wealth
North Carolina
$18K +$80.8K +840 New
HI
811
Horizon Investments
North Carolina
$17.7K
MFT
812
Moisand Fitzgerald Tamayo
Florida
$17.5K +$9.24K +96 +130%
FFC
813
First Financial Corp
Indiana
$17.5K -$2.21K -23 -12%
FRA
814
Front Row Advisors
California
$16.7K -$4.23K -44 -21%
RIM
815
Rockbridge Investment Management
New York
$16.2K +$15.1K +157 New
MHR
816
Matthew Hamilton Rosenberg
$16K
FPF
817
First Pacific Financial
Washington
$15.1K -$13.2K -137 -48%
TSWM
818
Tyler-Stone Wealth Management
Ohio
$14.9K
CP
819
Castleview Partners
Texas
$14.7K +$13.8K +143 New
LPP
820
Life Planning Partners
Florida
$14.1K +$13.2K +137 New
GIM
821
Gold Investment Management
Alberta, Canada
$13.9K +$13K +135 New
WAS
822
Winch Advisory Services
Wisconsin
$13.7K -$1.73K -18 -12%
SIS
823
Sound Income Strategies
Florida
$13K +$96 +1 +0.8%
BGAI
824
Bruce G. Allen Investments
Colorado
$12K +$11.3K +117 New
FFL
825
Financial Freedom LLC
Ohio
$12K

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.