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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
DWP
176
Destiny Wealth Partners
Florida
$4.63M +$962 +10 +0%
AA
177
Ancora Advisors
Ohio
$4.6M +$4.43K +46 +0.1%
SAM
178
Secure Asset Management
Michigan
$4.59M +$214K +2,228 +5%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$4.58M -$30.4K -316 -0.7%
CCWA
180
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.53M
S
181
SignatureFD
Georgia
$4.49M -$553K -5,742 -12%
AWM
182
Apollon Wealth Management
South Carolina
$4.49M +$139K +1,443 +3%
Pathstone Holdings
183
Pathstone Holdings
New Jersey
$4.42M +$4.14M +42,974 New
DS
184
DRW Securities
Illinois
$4.4M +$4.11M +42,730 New
TFCP
185
Twin Focus Capital Partners
Massachusetts
$4.37M +$258K +2,681 +7%
PP
186
PDS Planning
Ohio
$4.33M +$518K +5,385 +15%
LRIA
187
Leonard Rickey Investment Advisors
Washington
$4.32M -$123K -1,276 -3%
SW
188
SVB Wealth
Massachusetts
$4.31M -$238K -2,468 -6%
SFO
189
Stokes Family Office
Louisiana
$4.3M -$871K -9,056 -18%
IG
190
ING Group
Netherlands
$4.3M -$10.9M -113,000 -73%
SCP
191
Sivia Capital Partners
California
$4.25M +$3.98M +41,330 New
PPWP
192
Proquility Private Wealth Partners
Nevada
$4.17M +$3.9M +40,543 New
KAH
193
Kathryn A. Hall
$4.05M
ECG
194
EPIQ Capital Group
California
$4.03M +$29.4K +305 +0.8%
AA
195
Advisory Alpha
Michigan
$4.03M -$333K -3,457 -8%
NF
196
NavPoint Financial
Minnesota
$3.99M +$3.74M +38,825 New
HWM
197
Howard Wealth Management
Connecticut
$3.99M +$45K +468 +1%
AWS
198
Atria Wealth Solutions
New York
$3.96M -$19K -197 -0.5%
AC
199
Apella Capital
Connecticut
$3.95M +$214K +2,226 +6%
BEAM
200
Baker Ellis Asset Management
Washington
$3.94M -$14.5K -151 -0.4%

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.