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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
CAN
101
Cetera Advisor Networks
California
$8.79M +$6.97M +76,938 +416%
Truist Financial
102
Truist Financial
North Carolina
$8.51M -$7.75M -85,557 -48%
TI
103
Tidal Investments
Wisconsin
$8.4M +$791K +8,730 +11%
TBWA
104
Three Bridge Wealth Advisors
California
$7.97M
NOI
105
Newton One Investments
Delaware
$7.6M -$196K -2,165 -3%
UOC
106
University of Chicago
Illinois
$7.48M
OFG
107
Orcam Financial Group
California
$7.47M +$79.3K +876 +1%
BIA
108
Barry Investment Advisors
Massachusetts
$7.45M -$69.8K -771 -0.9%
FFG
109
Frisch Financial Group
New York
$7.28M +$919K +10,145 +15%
IFPL
110
Investments & Financial Planning LLC
Kentucky
$7.14M -$51.8K -572 -0.7%
GVAG
111
Great Valley Advisor Group
Delaware
$7.11M +$58.5K +646 +0.8%
IUHSA
112
Itau Unibanco Holding S.A.
Brazil
$7.09M +$6.97M +77,000 New
WKWM
113
Walter & Keenan Wealth Management
Indiana
$7M -$90.5K -999 -1%
OIS
114
Okabena Investment Services
Minnesota
$6.98M
AGC
115
Aspen Grove Capital
Colorado
$6.97M +$2.35M +25,917 +52%
FWA
116
FSM Wealth Advisors
Ohio
$6.95M +$1.54M +16,978 +29%
SPIO
117
Seven Post Investment Office
California
$6.78M +$6.07K +67 +0.1%
S
118
SignatureFD
Georgia
$6.65M +$1.1M +12,142 +20%
Stifel Financial
119
Stifel Financial
Missouri
$6.64M -$1.2M -13,291 -16%
RG
120
Rathbones Group
United Kingdom
$6.59M -$85.6K -945 -1%
RCM
121
Rain Capital Management
Oregon
$6.44M +$6.27M +69,281 +10,741%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$6.16M -$29.9M -329,823 -83%
BlackRock
123
BlackRock
New York
$6.07M -$11.6M -128,592 -66%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$5.94M -$1.31M -14,506 -18%
SFG
125
SNS Financial Group
Minnesota
$5.79M -$340K -3,759 -6%

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.