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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
OFG
126
Orcam Financial Group
California
$8.73M +$142K +1,480 +2%
MML Investors Services
127
MML Investors Services
Massachusetts
$8.68M +$2.07M +21,552 +34%
RBA
128
Richard Bernstein Advisors
New York
$8.48M -$601K -6,249 -7%
RCM
129
Rain Capital Management
Oregon
$8.48M +$4.77M +49,527 +151%
UOC
130
University of Chicago
Illinois
$8.36M
NOI
131
Newton One Investments
Delaware
$8.33M +$57.5K +597 +0.7%
OIS
132
Okabena Investment Services
Minnesota
$8.07M +$2.06M +21,430 +38%
JRP
133
Jasper Ridge Partners
California
$7.96M +$195K +2,029 +3%
AWM
134
Ameliora Wealth Management
Switzerland
$7.86M -$3.53M -36,688 -32%
SNBOSD
135
Security National Bank of So Dak
Iowa
$7.8M +$6.6M +68,540 +940%
SC
136
Seldon Capital
California
$7.77M
FFG
137
Frisch Financial Group
New York
$7.71M -$49.9K -519 -0.7%
FS
138
Financial Symmetry
North Carolina
$7.67M +$7.17M +74,524 New
STA
139
Summit Trail Advisors
New York
$7.61M +$1.35M +13,988 +23%
LIM
140
Leavell Investment Management
Alabama
$7.61M +$4.84M +50,284 +212%
GVAG
141
Great Valley Advisor Group
Delaware
$7.43M -$276K -2,871 -4%
SPIO
142
Seven Post Investment Office
California
$7.4M +$15.8K +164 +0.2%
SFA
143
Sequoia Financial Advisors
Ohio
$7.36M +$759K +7,886 +12%
WKWM
144
Walter & Keenan Wealth Management
Indiana
$7.18M -$149K -1,545 -2%
Citadel Advisors
145
Citadel Advisors
Florida
$7.01M +$1.78M +18,455 +37%
BSW
146
Buckingham Strategic Wealth
Missouri
$6.79M -$112K -1,167 -2%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$6.78M -$297K -3,091 -4%
IFPL
148
Investments & Financial Planning LLC
Kentucky
$6.75M -$948K -9,849 -13%
FAAM
149
First Ascent Asset Management
Colorado
$6.64M +$419K +4,356 +7%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$6.37M +$982K +10,209 +20%

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.