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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
BIA
151
Barry Investment Advisors
Massachusetts
$6.35M -$388K -4,028 -6%
TI
152
Tidal Investments
Wisconsin
$6.34M -$1.14M -11,883 -16%
CIA
153
Compass Ion Advisors
Pennsylvania
$6.22M -$274K -2,843 -4%
H
154
HoyleCohen
California
$6.21M +$277K +2,883 +5%
FT
155
Fiduciary Trust
Massachusetts
$6.18M -$1.06K -11 -0%
Fidelity Investments
156
Fidelity Investments
Massachusetts
$5.93M +$266K +2,760 +5%
BAM
157
Belpointe Asset Management
Nevada
$5.82M +$1.3M +13,543 +32%
CL
158
Choreo LLC
Illinois
$5.78M +$214K +2,220 +4%
M
159
MYeCFO
California
$5.7M -$88.5K -920 -2%
FG
160
Foster Group
Iowa
$5.69M
Natixis Advisors
161
Natixis Advisors
Massachusetts
$5.65M -$348K -3,614 -6%
FTS
162
Fifth Third Securities
Ohio
$5.64M -$11.8K -123 -0.2%
SFG
163
SNS Financial Group
Minnesota
$5.55M -$291K -3,020 -5%
JIC
164
Joel Isaacson & Co
New York
$5.42M +$11.6K +121 +0.2%
Prudential Financial
165
Prudential Financial
New Jersey
$5.21M -$380K -3,948 -7%
BPA
166
Beacon Pointe Advisors
California
$5.21M -$11.3M -117,069 -70%
DWT
167
Dorsey & Whitney Trust
South Dakota
$5.18M +$154K +1,600 +3%
GWMR
168
GC Wealth Management RIA
Massachusetts
$5.14M +$4.8M +49,915 New
SFC
169
SYM Financial Corp
Indiana
$5.13M +$520K +5,400 +12%
IPW
170
Intergy Private Wealth
Colorado
$5.05M -$54.2K -563 -1%
NAS
171
NWF Advisory Services
California
$4.91M +$14K +145 +0.3%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$4.82M +$112K +1,160 +3%
AIA
173
Arbor Investment Advisors
North Carolina
$4.77M -$577K -5,999 -11%
SI
174
Stephens Inc
Arkansas
$4.75M +$112K +1,165 +3%
SIM
175
Studio Investment Management
Illinois
$4.68M +$445K +4,627 +11%

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.