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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
NI
126
NYL Investors
New York
$5.76M -$652K -7,200 -10%
ACA
127
Atlas Capital Advisors
Wyoming
$5.69M -$455K -5,026 -8%
FT
128
Fiduciary Trust
Massachusetts
$5.64M -$233K -2,572 -4%
AA
129
Advisory Alpha
Michigan
$5.58M +$373K +4,118 +7%
M
130
MYeCFO
California
$5.34M -$841K -9,290 -14%
JRP
131
Jasper Ridge Partners
California
$5.32M +$1.65M +18,267 +46%
H
132
HoyleCohen
California
$5.31M -$54.2K -598 -1%
WPW
133
Waldron Private Wealth
Pennsylvania
$5.25M -$692K -7,645 -12%
BSW
134
Buckingham Strategic Wealth
Missouri
$5.18M
JP Morgan Chase
135
JP Morgan Chase
New York
$5.14M -$6.49M -71,692 -56%
AIA
136
Arbor Investment Advisors
North Carolina
$4.96M +$261K +2,879 +6%
SFA
137
Sequoia Financial Advisors
Ohio
$4.95M +$1.82M +20,134 +60%
TA
138
Tiedemann Advisors
New York
$4.85M +$401K +4,431 +9%
SI
139
Stephens Inc
Arkansas
$4.84M +$185K +2,044 +4%
CL
140
Choreo LLC
Illinois
$4.83M -$209K -2,307 -4%
FAAM
141
First Ascent Asset Management
Colorado
$4.78M +$149K +1,643 +3%
SW
142
SVB Wealth
Massachusetts
$4.78M -$585K -6,458 -11%
KA
143
Kovack Advisors
Florida
$4.77M -$219K -2,416 -4%
STA
144
Summit Trail Advisors
New York
$4.75M +$2.14M +23,612 +84%
GT
145
Glenmede Trust
Pennsylvania
$4.73M +$83.4K +921 +2%
SFO
146
Stokes Family Office
Louisiana
$4.72M
MML Investors Services
147
MML Investors Services
Massachusetts
$4.65M -$339K -3,746 -7%
FTS
148
Fifth Third Securities
Ohio
$4.62M -$82.7K -913 -2%
NAS
149
NWF Advisory Services
California
$4.61M +$4.3M +47,514 New
BCM
150
Brookstone Capital Management
Illinois
$4.59M -$495K -5,471 -10%

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.