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Vanguard Total World Stock ETF

733 hedge funds and large institutions have $7.51B invested in Vanguard Total World Stock ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 266 increasing their positions, 245 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 53

28% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $30.8M

2% more funds holding in top 10

Funds holding in top 10: 5556 (+1)

9% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 245

4% more capital invested

Capital invested by funds: $7.24B → $7.51B (+$268M)

1% less funds holding

Funds holding: 738733 (-5)

1.3% less ownership

Funds ownership: 29.89%28.59% (-1.3%)

Holders
733
Holders Change
-5
Holders Change %
-0.68%
% of All Funds
11.68%
Holding in Top 10
56
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.82%
% of All Funds
0.89%
New
68
Increased
266
Reduced
245
Closed
53
Calls
$39.5M
Puts
$30.8M
Net Calls
+$8.61M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1
Rakuten Investment Management
Japan
$1.46B +$10.3M +113,500 +0.7%
Bank of America
2
Bank of America
North Carolina
$841M -$148M -1,638,780 -15%
Morgan Stanley
3
Morgan Stanley
New York
$384M -$13.1M -144,755 -3%
CA
4
Cambridge Associates
Massachusetts
$223M -$73.3M -809,779 -25%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$222M +$18.7M +206,545 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$176M +$299K +3,304 +0.2%
UBS Group
7
UBS Group
Switzerland
$163M +$9.36M +103,391 +6%
Jane Street
8
Jane Street
New York
$141M +$44.5M +491,888 +48%
TTSTC
9
Texas Treasury Safekeeping Trust Company
Texas
$112M +$30.1M +332,594 +37%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$110M +$51.2M +565,067 +90%
EEP
11
Edgehill Endowment Partners
Connecticut
$106M +$337K +3,716 +0.3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$101M +$46.4M +512,225 +88%
AllianceBernstein
13
AllianceBernstein
Tennessee
$99.7M +$1.37M +15,141 +1%
Wells Fargo
14
Wells Fargo
California
$98.2M +$7.58M +83,681 +9%
Northern Trust
15
Northern Trust
Illinois
$97.3M -$5.38M -59,377 -5%
LPL Financial
16
LPL Financial
California
$94M +$2.82M +31,144 +3%
Allianz Asset Management
17
Allianz Asset Management
Germany
$93.3M +$7.25M +80,000 +9%
ST
18
Sageworth Trust
Pennsylvania
$82.2M -$9.17M -101,239 -10%
ACM
19
Agincourt Capital Management
Virginia
$68.6M +$720K +7,950 +1%
AWM
20
Angeles Wealth Management
California
$64M +$11.7M +129,172 +23%
B
21
Barings
North Carolina
$63.3M +$36.4M +401,576 +140%
Corient Private Wealth
22
Corient Private Wealth
Florida
$53.1M +$1.71M +18,927 +3%
BFG
23
Bleakley Financial Group
New Jersey
$52.2M +$18.4M +202,885 +56%
SS
24
Simplicity Solutions
Minnesota
$52.1M +$50.8M +561,386 +11,799%
BT
25
Brandywine Trust
Delaware
$51.4M +$50.5M +557,828 New

VT Hedge Fund Activity: Q1 2023 in Review

733 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q1 2023, worth a combined $7.51B — up 3.7% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new VT positions and 53 closed out — a net gain of 15 holders — while 266 added to existing stakes and 245 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $51.2M. The largest seller was Bank of America, cutting an estimated $148M.

  • 733 institutional investors held Vanguard Total World Stock ETF (VT) as of Q1 2023, down from 738 in Q4 2022.
  • Funds reported $7.51B of Vanguard Total World Stock ETF stock for Q1 2023, up 3.7% quarter-over-quarter.
  • 68 funds opened new Vanguard Total World Stock ETF positions in Q1 2023 and 53 closed out, a net change of +15 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q1 2023 was Rockefeller Capital Management, an estimated $51.2M added.
  • The largest Vanguard Total World Stock ETF seller in Q1 2023 was Bank of America, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2023.