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Vanguard Total World Stock ETF

738 hedge funds and large institutions have $7.24B invested in Vanguard Total World Stock ETF in 2022 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 293 increasing their positions, 216 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $7.39M

82% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 61

36% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 216

20% more capital invested

Capital invested by funds: $6.04B → $7.24B (+$1.2B)

6% more funds holding in top 10

Funds holding in top 10: 5255 (+3)

5% more funds holding

Funds holding: 701738 (+37)

0.38% more ownership

Funds ownership: 29.51%29.89% (+0.38%)

Holders
738
Holders Change
+37
Holders Change %
+5.28%
% of All Funds
11.86%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
0.88%
New
111
Increased
293
Reduced
216
Closed
61
Calls
$18.6M
Puts
$7.39M
Net Calls
+$11.2M
Net Calls Change
-$6.49M
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
201
Dorsey & Whitney Trust
South Dakota
$2.67M -$722K -8,447 -21%
IC
202
Iconiq Capital
California
$2.62M +$2.22K +26 +0.1%
WA
203
Wealthstream Advisors
New York
$2.61M +$364K +4,263 +16%
FG
204
Foster Group
Iowa
$2.61M +$668K +7,820 +35%
CC
205
Claybrook Capital
Massachusetts
$2.6M +$11.8K +138 +0.5%
FCA
206
FinTrust Capital Advisors
South Carolina
$2.59M +$1.93M +22,650 +306%
UOTTAIMCU
207
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.55M
MFA
208
Mayflower Financial Advisors
Massachusetts
$2.55M +$234K +2,737 +10%
MPW
209
Monterey Private Wealth
California
$2.55M -$25.5K -298 -1%
EWM
210
Endowment Wealth Management
Wisconsin
$2.53M -$18.3K -214 -0.7%
BL
211
Balentine LLC
Georgia
$2.49M +$190K +2,228 +8%
EWA
212
EverSource Wealth Advisors
Alabama
$2.43M +$912K +10,672 +61%
STA
213
Summit Trail Advisors
New York
$2.41M +$21.8K +255 +0.9%
AC
214
Addison Capital
Pennsylvania
$2.41M -$2.9K -34 -0.1%
CM
215
Columbus Macro
Pennsylvania
$2.38M +$334K +3,905 +17%
ACI
216
Alpha Cubed Investments
California
$2.35M -$404K -4,733 -15%
TWP
217
Total Wealth Planning
Ohio
$2.34M +$292K +3,418 +14%
MWM
218
Modera Wealth Management
New Jersey
$2.32M -$54.9K -643 -2%
PFO
219
Pathstone Family Office
New Jersey
$2.31M +$480K +5,624 +34%
WP
220
Westmount Partners
California
$2.3M +$2.28M +26,673 New
BV
221
Boxwood Ventures
Illinois
$2.26M +$2.24M +26,192 New
LAM
222
Lakewood Asset Management
Illinois
$2.25M +$2.23M +26,148 New
SFP
223
Sweet Financial Partners
Minnesota
$2.21M -$55.4K -649 -2%
APW
224
Austin Private Wealth
Texas
$2.21M +$2.19M +25,658 New
ZCA
225
Zeke Capital Advisors
Pennsylvania
$2.19M +$2.17M +25,373 New

VT Hedge Fund Activity: Q4 2022 in Review

738 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2022, worth a combined $7.24B — up 20% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new VT positions and 61 closed out — a net gain of 50 holders — while 293 added to existing stakes and 216 trimmed.

The largest buyer was Citigroup, adding an estimated $131M. The largest seller was Kemper, exiting entirely with an estimated $58.4M sold.

  • 738 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2022, up from 701 in Q3 2022.
  • Funds reported $7.24B of Vanguard Total World Stock ETF stock for Q4 2022, up 20% quarter-over-quarter.
  • 111 funds opened new Vanguard Total World Stock ETF positions in Q4 2022 and 61 closed out, a net change of +50 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2022 was Citigroup, an estimated $131M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2022 was Kemper, an estimated $58.4M sold.

Based on aggregated 13F filings for Q4 2022.