We are live on ! Find out more
VT icon

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
Kovitz Investment Group Partners
76
Kovitz Investment Group Partners
Illinois
$17M -$822K -8,545 -5%
PL
77
Parkwood LLC
Ohio
$16.9M
RJFSA
78
Raymond James Financial Services Advisors
Florida
$16.7M +$1.19M +12,379 +8%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$16.6M +$806K +8,375 +5%
WA
80
Waddell & Associates
Tennessee
$16.2M -$20M -207,868 -57%
Comerica Bank
81
Comerica Bank
Texas
$16.1M +$3.92M +40,729 +35%
Bank Julius Baer & Co
82
Bank Julius Baer & Co
Switzerland
$16M -$217K -2,251 -1%
NW
83
NewEdge Wealth
Pennsylvania
$16M +$985K +10,240 +7%
WA
84
Wealth Architects
California
$15.9M -$106K -1,101 -0.7%
OFG
85
Oxford Financial Group
Indiana
$15.7M -$1.06M -10,965 -7%
BFA
86
Beaumont Financial Advisors
Massachusetts
$15.5M -$1.51M -15,741 -9%
Toronto Dominion Bank
87
Toronto Dominion Bank
Ontario, Canada
$15.4M -$9.62M -100,000 -40%
Fisher Asset Management
88
Fisher Asset Management
Washington
$15.3M -$312K -3,245 -2%
LNWTC
89
Laird Norton Wetherby Trust Company
Washington
$14.8M -$5.62M -58,407 -29%
RWI
90
Red Wave Investments
Pennsylvania
$14.8M -$206K -2,143 -1%
Stifel Financial
91
Stifel Financial
Missouri
$14.5M +$2.28M +23,695 +20%
SP
92
Sarasin & Partners
United Kingdom
$14.4M +$13.5M +140,265 New
EAM
93
Evanson Asset Management
California
$13.8M +$385 +4 +0%
VPA
94
Vernal Point Advisors
California
$13.3M +$12.5M +129,650 New
BHB
95
Bank Hapoalim BM
Israel
$13M +$373K +3,875 +3%
WP
96
WMS Partners
Maryland
$12.7M -$1.61M -16,715 -12%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$12.7M -$1.32M -13,684 -10%
OIA
98
OneDigital Investment Advisors
Kansas
$12.5M -$160K -1,663 -1%
Creative Planning
99
Creative Planning
Kansas
$12.5M -$201K -2,084 -2%
PAG
100
Private Advisor Group
New Jersey
$12.4M +$238K +2,472 +2%

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.