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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
RIM
1
Rakuten Investment Management
Japan
$1.65B +$7.1M +73,800 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$828M +$411M +4,271,652 +113%
Bank of America
3
Bank of America
North Carolina
$331M -$910M -9,458,977 -75%
CA
4
Cambridge Associates
Massachusetts
$305M +$68.3M +710,197 +31%
TTSTC
5
Texas Treasury Safekeeping Trust Company
Texas
$237M +$104M +1,082,088 +89%
UBS Group
6
UBS Group
Switzerland
$221M +$15.9M +165,474 +8%
AllianceBernstein
7
AllianceBernstein
Tennessee
$213M +$88.5M +919,236 +80%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$208M +$1.25M +13,006 +0.6%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$204M +$4.43M +46,055 +2%
EEP
10
Edgehill Endowment Partners
Connecticut
$202M +$76.4M +793,976 +68%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$191M +$23M +239,455 +15%
BT
12
Brandywine Trust
Delaware
$167M +$34.1M +354,491 +28%
MA
13
Madrone Advisors
California
$158M +$131M +1,363,204 +769%
Northern Trust
14
Northern Trust
Illinois
$125M +$20.5M +212,614 +21%
PCIG
15
Partners Capital Investment Group
Massachusetts
$105M -$9.9M -102,903 -9%
Wells Fargo
16
Wells Fargo
California
$102M +$6.05M +62,875 +7%
LPL Financial
17
LPL Financial
California
$92.3M +$3.73M +38,738 +5%
AWM
18
Angeles Wealth Management
California
$87M +$5.91M +61,462 +8%
WRTC
19
Wind River Trust Company
Wyoming
$82.9M +$1.51M +15,688 +2%
RJA
20
Raymond James & Associates
Florida
$78.8M +$41.8M +433,874 +131%
Citigroup
21
Citigroup
New York
$72.1M +$62.5M +648,957 +1,263%
Goldman Sachs
22
Goldman Sachs
New York
$71.2M -$1.78M -18,522 -3%
Allianz Asset Management
23
Allianz Asset Management
Germany
$69.9M -$9.69M -100,700 -13%
ST
24
Sageworth Trust
Pennsylvania
$65.2M -$12.1M -125,319 -17%
Ameriprise
25
Ameriprise
Minnesota
$60.8M +$6.55M +68,084 +13%

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.