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Vanguard Total World Stock ETF

733 hedge funds and large institutions have $7.51B invested in Vanguard Total World Stock ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 266 increasing their positions, 245 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 53

28% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $30.8M

2% more funds holding in top 10

Funds holding in top 10: 5556 (+1)

9% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 245

4% more capital invested

Capital invested by funds: $7.24B → $7.51B (+$268M)

1% less funds holding

Funds holding: 738733 (-5)

1.3% less ownership

Funds ownership: 29.89%28.59% (-1.3%)

Holders
733
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.68%
Holding in Top 10
56
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.82%
% of All Funds
0.89%
New
68
Increased
266
Reduced
245
Closed
53
Calls
$39.5M
Puts
$30.8M
Net Calls
+$8.61M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
RWI
76
Red Wave Investments
Pennsylvania
$13.8M +$225K +2,482 +2%
OFG
77
Oxford Financial Group
Indiana
$13.4M -$35.1K -388 -0.3%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$13M +$297K +3,279 +2%
EFG
79
Ethos Financial Group
Pennsylvania
$13M +$5.19M +57,345 +69%
NW
80
NewEdge Wealth
Pennsylvania
$12.8M -$1.35M -14,932 -10%
GEM
81
Global Endowment Management
North Carolina
$12.5M
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$12.5M -$39.8K -440 -0.3%
EAM
83
Evanson Asset Management
California
$12.3M +$91 +1 +0%
MG
84
Mather Group
Illinois
$12.1M +$971K +10,717 +9%
Fisher Asset Management
85
Fisher Asset Management
Washington
$11.7M +$1.48M +16,319 +15%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$11.3M +$2.65M +29,316 +31%
M&T Bank
87
M&T Bank
New York
$11.2M -$2.17M -24,000 -16%
AWM
88
Ameliora Wealth Management
Switzerland
$11.2M -$28K -309 -0.3%
MCM
89
Manchester Capital Management
Vermont
$11.1M +$706K +7,792 +7%
SB
90
Strategic Blueprint
Georgia
$10.9M +$1.61M +17,746 +18%
LIP
91
Lighthouse Investment Partners
Florida
$10.4M
SCM
92
SCS Capital Management
Massachusetts
$10.3M +$164K +1,809 +2%
AF
93
Advisornet Financial
Minnesota
$10.2M +$353K +3,900 +4%
PAG
94
Private Advisor Group
New Jersey
$9.87M +$4.13M +45,601 +74%
Creative Planning
95
Creative Planning
Kansas
$9.68M +$73.6K +813 +0.8%
WA
96
WBH Advisory
Maryland
$9.45M +$9.29M +102,578 New
HNB
97
Huntington National Bank
Ohio
$9.37M
LNWTC
98
Laird Norton Wetherby Trust Company
Washington
$9.11M +$7.26M +80,204 +429%
TAS
99
TIFF Advisory Services
Pennsylvania
$8.9M -$1.45M -15,984 -14%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$8.9M +$447K +4,938 +5%

VT Hedge Fund Activity: Q1 2023 in Review

733 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2023, worth a combined $7.51B — up 3.7% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new VT positions and 53 closed out — a net gain of 15 holders — while 266 added to existing stakes and 245 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $51.2M. The largest seller was Bank of America, cutting an estimated $148M.

  • 733 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2023, down from 738 in Q4 2022.
  • Funds reported $7.51B of Vanguard Total World Stock ETF stock for Q1 2023, up 3.7% quarter-over-quarter.
  • 68 funds opened new Vanguard Total World Stock ETF positions in Q1 2023 and 53 closed out, a net change of +15 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2023 was Rockefeller Capital Management, an estimated $51.2M added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2023 was Bank of America, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2023.