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Vanguard Total World Stock ETF

891 hedge funds and large institutions have $9.44B invested in Vanguard Total World Stock ETF in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 385 increasing their positions, 273 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $4.4M

51% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 55

41% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 273

3% more funds holding in top 10

Funds holding in top 10: 6668 (+2)

2% more funds holding

Funds holding: 870891 (+21)

2.09% more ownership

Funds ownership: 28.75%30.84% (+2.1%)

3% more capital invested

Capital invested by funds: $9.15B → $9.44B (+$283M)

Holders
891
Holders Change
+21
Holders Change %
+2.41%
% of All Funds
12.83%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
0.98%
New
83
Increased
385
Reduced
273
Closed
55
Calls
$29.6M
Puts
$4.4M
Net Calls
+$25.2M
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OIS
76
Okabena Investment Services
Minnesota
$18.7M +$9.63M +91,069 +116%
DFA
77
DHK Financial Advisors
New Hampshire
$18.7M -$7.83K -74 -0%
EFG
78
Ethos Financial Group
Pennsylvania
$18.6M +$324K +3,068 +2%
PL
79
Parkwood LLC
Ohio
$18.1M
WA
80
Wealth Architects
California
$17.7M +$533K +5,043 +3%
MG
81
Mather Group
Illinois
$17.4M -$341K -3,227 -2%
B
82
Barings
North Carolina
$17.3M -$19.4M -183,035 -54%
Bank Julius Baer & Co
83
Bank Julius Baer & Co
Switzerland
$17.2M -$29.6K -280 -0.2%
NW
84
NewEdge Wealth
Pennsylvania
$17.1M +$340K +3,212 +2%
PNAA
85
Pictet North America Advisors
Switzerland
$17.1M -$1.39M -13,099 -8%
SP
86
Sarasin & Partners
United Kingdom
$16.8M +$1.23M +11,657 +8%
Kovitz Investment Group Partners
87
Kovitz Investment Group Partners
Illinois
$16.6M -$1.53M -14,455 -9%
BFA
88
Beaumont Financial Advisors
Massachusetts
$16.3M -$334K -3,162 -2%
CA
89
Clearstead Advisors
Ohio
$16.2M -$3.52M -33,288 -19%
LNWTC
90
Laird Norton Wetherby Trust Company
Washington
$15.9M -$106 -1 -0%
RWI
91
Red Wave Investments
Pennsylvania
$15.8M -$107K -1,012 -0.7%
OFG
92
Oxford Financial Group
Indiana
$15.5M -$1.24M -11,734 -8%
Fisher Asset Management
93
Fisher Asset Management
Washington
$15.1M -$1.25M -11,788 -8%
Comerica Bank
94
Comerica Bank
Texas
$14.9M -$2.23M -21,130 -14%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$14.9M +$13.2M +125,151 +1,281%
WA
96
Waddell & Associates
Tennessee
$14.8M -$2.46M -23,257 -15%
EAM
97
Evanson Asset Management
California
$14.8M +$106 +1 +0%
Creative Planning
98
Creative Planning
Kansas
$14M +$611K +5,780 +5%
MGIA
99
Moneta Group Investment Advisors
Missouri
$13.8M +$1.51M +14,236 +13%
FWA
100
FSM Wealth Advisors
Ohio
$13.7M +$3.6M +34,086 +38%

VT Hedge Fund Activity: Q1 2024 in Review

891 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2024, worth a combined $9.44B — up 3.1% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VT positions and 55 closed out — a net gain of 28 holders — while 385 added to existing stakes and 273 trimmed.

The largest buyer was Texas Treasury Safekeeping Trust Company, adding an estimated $1.33B. The largest seller was Morgan Stanley, cutting an estimated $433M.

  • 891 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2024, up from 870 in Q4 2023.
  • Funds reported $9.44B of Vanguard Total World Stock ETF stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 83 funds opened new Vanguard Total World Stock ETF positions in Q1 2024 and 55 closed out, a net change of +28 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2024 was Texas Treasury Safekeeping Trust Company, an estimated $1.33B added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2024 was Morgan Stanley, an estimated $433M sold.

Based on aggregated 13F filings for Q1 2024.