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Vanguard Total World Stock ETF

891 hedge funds and large institutions have $9.44B invested in Vanguard Total World Stock ETF in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 385 increasing their positions, 273 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

572% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $4.4M

51% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 55

41% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 273

3% more funds holding in top 10

Funds holding in top 10: 6668 (+2)

2% more funds holding

Funds holding: 870891 (+21)

2.09% more ownership

Funds ownership: 28.75%30.84% (+2.1%)

3% more capital invested

Capital invested by funds: $9.15B → $9.44B (+$283M)

Holders
891
Holders Change
+21
Holders Change %
+2.41%
% of All Funds
12.83%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
0.98%
New
83
Increased
385
Reduced
273
Closed
55
Calls
$29.6M
Puts
$4.4M
Net Calls
+$25.2M
Net Calls Change
-$4.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
176
GC Wealth Management RIA
Massachusetts
$5.38M -$130K -1,229 -2%
SAM
177
Smartleaf Asset Management
Massachusetts
$5.35M +$4.37M +41,291 +575%
SAM
178
Secure Asset Management
Michigan
$5.23M +$288K +2,722 +6%
BIM
179
Breakwater Investment Management
Washington
$5.22M +$4.99M +47,196 New
SI
180
Stephens Inc
Arkansas
$5.11M +$13.4K +127 +0.3%
SIM
181
Studio Investment Management
Illinois
$5.05M +$20.2K +191 +0.4%
CIBC World Market
182
CIBC World Market
Ontario, Canada
$5.04M -$129K -1,218 -3%
BPA
183
Beacon Pointe Advisors
California
$5.03M -$542K -5,123 -10%
DWP
184
Destiny Wealth Partners
Florida
$5M -$64.4K -609 -1%
PP
185
PDS Planning
Ohio
$4.94M +$280K +2,644 +6%
DFCM
186
Dark Forest Capital Management
Puerto Rico
$4.94M -$6.86M -64,896 -59%
AWM
187
Apollon Wealth Management
South Carolina
$4.9M +$73.1K +691 +2%
CCWA
188
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.86M +$2.22K +21 +0%
AIA
189
Arbor Investment Advisors
North Carolina
$4.82M -$297K -2,804 -6%
SCP
190
Sivia Capital Partners
California
$4.75M +$175K +1,658 +4%
SFO
191
Stokes Family Office
Louisiana
$4.62M
Natixis Advisors
192
Natixis Advisors
Massachusetts
$4.57M -$1.43M -13,559 -25%
AA
193
Ancora Advisors
Ohio
$4.56M -$361K -3,415 -8%
WA
194
Waverly Advisors
Alabama
$4.52M +$478K +4,516 +12%
WPW
195
Waldron Private Wealth
Pennsylvania
$4.49M +$355K +3,358 +9%
PA
196
Parallel Advisors
California
$4.47M +$255K +2,412 +6%
LRIA
197
Leonard Rickey Investment Advisors
Washington
$4.43M -$194K -1,834 -4%
AWS
198
Atria Wealth Solutions
New York
$4.41M +$152K +1,441 +4%
MCM
199
MAI Capital Management
Ohio
$4.38M +$4.19M +39,613 New
TFCP
200
Twin Focus Capital Partners
Massachusetts
$4.36M -$328K -3,099 -7%

VT Hedge Fund Activity: Q1 2024 in Review

891 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2024, worth a combined $9.44B — up 3.1% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VT positions and 55 closed out — a net gain of 28 holders — while 385 added to existing stakes and 273 trimmed.

The largest buyer was Texas Treasury Safekeeping Trust Company, adding an estimated $1.33B. The largest seller was Morgan Stanley, cutting an estimated $433M.

  • 891 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2024, up from 870 in Q4 2023.
  • Funds reported $9.44B of Vanguard Total World Stock ETF stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 83 funds opened new Vanguard Total World Stock ETF positions in Q1 2024 and 55 closed out, a net change of +28 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2024 was Texas Treasury Safekeeping Trust Company, an estimated $1.33B added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2024 was Morgan Stanley, an estimated $433M sold.

Based on aggregated 13F filings for Q1 2024.