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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
SCP
151
Syntal Capital Partners
Texas
$4.57M +$4.5M +49,639 New
SIM
152
Studio Investment Management
Illinois
$4.52M -$189K -2,089 -4%
WAP
153
Wealthcare Advisory Partners
Pennsylvania
$4.46M +$1.35M +14,961 +45%
IPW
154
Intergy Private Wealth
Colorado
$4.45M +$906 +10 +0%
DWT
155
Dorsey & Whitney Trust
South Dakota
$4.39M +$1.51M +16,705 +54%
LRIA
156
Leonard Rickey Investment Advisors
Washington
$4.39M -$43.7K -483 -1%
JIC
157
Joel Isaacson & Co
New York
$4.32M +$28.8K +318 +0.7%
DWP
158
Destiny Wealth Partners
Florida
$4.22M -$5.34K -59 -0.1%
BA
159
Bridgewater Advisors
New York
$4.12M +$370K +4,089 +10%
CCWA
160
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.05M +$272 +3 +0%
UCFA
161
United Capital Financial Advisors
Texas
$4.04M -$3M -33,133 -43%
MWM
162
Madison Wealth Management
Ohio
$3.95M -$398K -4,392 -9%
CIBC World Market
163
CIBC World Market
Ontario, Canada
$3.94M +$370K +4,089 +11%
SFC
164
SYM Financial Corp
Indiana
$3.86M +$73.8K +815 +2%
AWM
165
Apollon Wealth Management
South Carolina
$3.84M -$18.1K -200 -0.5%
RWM
166
Ritholtz Wealth Management
New York
$3.76M -$1.12M -12,391 -23%
Millennium Management
167
Millennium Management
New York
$3.67M +$3.61M +39,821 New
MF
168
Manchester Financial
California
$3.66M -$130K -1,435 -3%
KAH
169
Kathryn A. Hall
$3.63M +$453K +5,000 +15%
ECG
170
EPIQ Capital Group
California
$3.61M +$11.2K +124 +0.3%
LC
171
Lindbrook Capital
California
$3.54M -$2.32M -25,584 -40%
BEAM
172
Baker Ellis Asset Management
Washington
$3.54M -$63.4K -700 -2%
AFO
173
Allie Family Office
Florida
$3.5M -$88.8K -980 -3%
FG
174
Foster Group
Iowa
$3.46M +$663K +7,324 +24%
RWA
175
Ropes Wealth Advisors
Massachusetts
$3.45M +$39.8K +439 +1%

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.