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Vanguard Total World Stock ETF

738 hedge funds and large institutions have $7.24B invested in Vanguard Total World Stock ETF in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 293 increasing their positions, 216 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $7.39M

82% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 61

36% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 216

20% more capital invested

Capital invested by funds: $6.04B → $7.24B (+$1.2B)

6% more funds holding in top 10

Funds holding in top 10: 5255 (+3)

5% more funds holding

Funds holding: 701738 (+37)

0.38% more ownership

Funds ownership: 29.51%29.89% (+0.38%)

Holders
738
Holders Change
+37
Holders Change %
+5.28%
% of All Funds
11.86%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
0.88%
New
111
Increased
293
Reduced
216
Closed
61
Calls
$18.6M
Puts
$7.39M
Net Calls
+$11.2M
Net Calls Change
-$6.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
76
Brighton Jones LLC
Washington
$13.2M +$379K +4,431 +3%
AI
77
Accredited Investors
Minnesota
$13M -$13.9M -162,133 -52%
RWI
78
Red Wave Investments
Pennsylvania
$12.7M -$660K -7,726 -5%
PA
79
Planning Alternatives
Michigan
$12.6M +$12.5M +146,676 New
M&T Bank
80
M&T Bank
New York
$12.6M +$10.8M +126,760 +658%
OFG
81
Oxford Financial Group
Indiana
$12.6M -$106K -1,236 -0.8%
Kovitz Investment Group Partners
82
Kovitz Investment Group Partners
Illinois
$12M -$605K -7,083 -5%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$11.9M -$5.46M -63,918 -32%
GEM
84
Global Endowment Management
North Carolina
$11.7M
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$11.7M -$4.71M -55,140 -29%
EAM
86
Evanson Asset Management
California
$11.5M -$16K -187 -0.1%
JP Morgan Chase
87
JP Morgan Chase
New York
$11M +$4.33M +50,664 +66%
AWM
88
Ameliora Wealth Management
Switzerland
$10.5M -$5.27M -61,710 -34%
MG
89
Mather Group
Illinois
$10.4M +$581K +6,802 +6%
S
90
Schroders
United Kingdom
$10M +$9.18M +107,420 +1,252%
MCM
91
Manchester Capital Management
Vermont
$9.72M -$1.21M -14,162 -11%
LIP
92
Lighthouse Investment Partners
Florida
$9.71M
TAS
93
TIFF Advisory Services
Pennsylvania
$9.7M +$1.72M +20,111 +22%
Fisher Asset Management
94
Fisher Asset Management
Washington
$9.58M +$1.71M +20,011 +22%
SCM
95
SCS Capital Management
Massachusetts
$9.47M +$412K +4,821 +5%
FMP
96
Financial Management Professionals
Texas
$9.22M +$9.14M +106,944 New
AF
97
Advisornet Financial
Minnesota
$9.2M +$352K +4,120 +4%
NS
98
Newman & Schimel
Illinois
$9.12M -$2.14M -25,033 -19%
Capital International Investors
99
Capital International Investors
California
$9.03M +$3.88M +45,445 +77%
Creative Planning
100
Creative Planning
Kansas
$8.99M +$245K +2,873 +3%

VT Hedge Fund Activity: Q4 2022 in Review

738 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2022, worth a combined $7.24B — up 20% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new VT positions and 61 closed out — a net gain of 50 holders — while 293 added to existing stakes and 216 trimmed.

The largest buyer was Citigroup, adding an estimated $131M. The largest seller was Kemper, exiting entirely with an estimated $58.4M sold.

  • 738 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2022, up from 701 in Q3 2022.
  • Funds reported $7.24B of Vanguard Total World Stock ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 111 funds opened new Vanguard Total World Stock ETF positions in Q4 2022 and 61 closed out, a net change of +50 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2022 was Citigroup, an estimated $131M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2022 was Kemper, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2022.