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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
GFPC
826
Global Financial Private Client
Florida
$11.4K
RTL
827
Red Tortoise LLC
Georgia
$11.3K
BAM
828
Bellevue Asset Management
Washington
$11.3K
CFFP
829
Center for Financial Planning
Michigan
$11.2K
OHWP
830
Oak Harbor Wealth Partners
North Carolina
$11K +$866 +9 +9%
PS
831
PayPay Securities
Japan
$10.6K -$10.6K -110 -52%
CWM
832
Cedar Wealth Management
California
$10.3K
MTIC
833
Missouri Trust & Investment Company
Missouri
$10.3K
NC
834
NewSquare Capital
Pennsylvania
$10.2K -$25.9K -269 -73%
IGWM
835
ICA Group Wealth Management
Colorado
$10.1K +$9.43K +98 New
CSB
836
City State Bank
Iowa
$10K
OP
837
ORG Partners
Indiana
$9.05K
TWM
838
Tradition Wealth Management
Minnesota
$7K -$81.6K -848 -92%
BCA
839
Bray Capital Advisors
Florida
$6.92K
FSWA
840
Financial Synergies Wealth Advisors
Texas
$6.81K -$96 -1 -1%
FF
841
Friedenthal Financial
New Jersey
$6.58K +$6.16K +64 New
PS
842
Planned Solutions
California
$6.28K +$5.87K +61 New
SMA
843
Sage Mountain Advisors
Georgia
$6.17K
WAG
844
Wiser Advisor Group
Arizona
$6.07K +$5.68K +59 New
LA
845
LM Advisors
California
$5.86K +$5.49K +57 New
PCFFS
846
Pacific Center for Financial Services
California
$4.94K -$15.6K -162 -77%
TH
847
TCTC Holdings
Texas
$4.83K
CT
848
Caldwell Trust
Florida
$4.53K
RDIA
849
RE Dickinson Investment Advisors
Iowa
$4K
ICM
850
Islay Capital Management
Texas
$3.91K +$3.66K +38 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.