We are live on ! Find out more
VT icon

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
PA
201
Parallel Advisors
California
$3.91M -$55.8K -580 -2%
SWM
202
SilverOak Wealth Management
Minnesota
$3.9M +$3.65M +37,931 New
NG
203
Northstar Group
New York
$3.84M -$39K -405 -1%
WPW
204
Waldron Private Wealth
Pennsylvania
$3.83M -$799K -8,303 -18%
WP
205
Westmount Partners
California
$3.8M +$213K +2,209 +6%
WA
206
Waverly Advisors
Alabama
$3.74M +$242K +2,512 +7%
Capital International Investors
207
Capital International Investors
California
$3.74M +$60.4K +628 +2%
E3F
208
Eight 31 Financial
Texas
$3.72M +$3.48M +36,191 New
WCM
209
Windham Capital Management
Massachusetts
$3.66M +$22K +229 +0.6%
AC
210
Addison Capital
Pennsylvania
$3.66M +$128K +1,325 +4%
LC
211
Lindbrook Capital
California
$3.66M -$1.35K -14 -0%
RWM
212
Ritholtz Wealth Management
New York
$3.65M -$90.3K -938 -3%
HIG
213
Heritage Investment Group
Florida
$3.64M +$278K +2,892 +9%
LAM
214
Lakewood Asset Management
Illinois
$3.6M +$464K +4,817 +16%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$3.58M +$346K +3,597 +12%
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$3.57M +$3.34M +34,674 New
FMP
217
Financial Management Professionals
Texas
$3.55M +$63.4K +659 +2%
CIA
218
Choate Investment Advisors
Massachusetts
$3.53M +$993K +10,320 +43%
HWM
219
Hemington Wealth Management
Virginia
$3.51M +$75.2K +781 +2%
ARC
220
Advisor Resource Council
Texas
$3.5M +$3.28M +34,057 New
AWM
221
Austin Wealth Management
Texas
$3.47M +$229K +2,377 +8%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$3.37M -$83.4K -867 -3%
RI
223
Ridgewood Investments
New Jersey
$3.35M -$90.4K -939 -3%
AFO
224
Allie Family Office
Florida
$3.33M -$123K -1,277 -4%
Millennium Management
225
Millennium Management
New York
$3.32M -$4.49M -46,701 -59%

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.