Your Advocates Ltd. Increases Stake in Vanguard Total World Stock ETF by 183%

Your Advocates Ltd. LLP has significantly increased its holdings in the Vanguard Total World Stock ETF (VT), raising its stake by an impressive 182.8% during the second quarter of 2023. According to its latest filing with the Securities and Exchange Commission, the firm now owns 905 shares of the exchange-traded fund, having purchased an additional 585 shares during this period. As of this filing, the value of Your Advocates Ltd.’s holdings in the Vanguard ETF is approximately $116,000.

This increase in stake is part of a broader trend among hedge funds, as several firms have recently adjusted their positions in the Vanguard Total World Stock ETF. For instance, Brighton Jones LLC raised its holdings by 6.8% in the fourth quarter. It now owns 255,365 shares, valued at around $30 million, after acquiring an additional 16,344 shares. Similarly, Cullen Frost Bankers Inc. reported a 17.9% increase in its position during the first quarter, bringing its total to 24,132 shares, valued at approximately $2,798,000.

Other hedge funds have also made noteworthy changes. Litman Gregory Wealth Management LLC increased its stake by 7.5%, now holding 4,624 shares worth about $536,000. Bailard Inc. and Forum Financial Management LP also boosted their investments, with Bailard adding 193 shares to reach a total of 4,120 shares valued at $478,000, and Forum increasing its holdings by 10.8% to own 2,963 shares, valued at $344,000.

Market Performance of Vanguard Total World Stock ETF

On the trading front, shares of the Vanguard Total World Stock ETF opened at $139.29 on Friday. The ETF has shown a solid performance, with a fifty-day simple moving average of $138.40 and a two-hundred day simple moving average of $131.15. With a market capitalization of $55.70 billion, the fund boasts a price-to-earnings (PE) ratio of 20.34 and a beta of 0.93, indicating its volatility relative to the market.

In terms of historical performance, the Vanguard Total World Stock ETF has faced some fluctuations, with a 52-week low of $100.89 and a high of $142.21.

About Vanguard Total World Stock ETF

The Vanguard Total World Stock Index Fund ETF is an open-end investment company that aims to track the performance of the FTSE Global All Cap Index. This index includes stocks from both established and emerging markets, providing broad exposure to global equity markets. The fund offers three classes of shares: Investor Shares, Institutional Shares, and ETF Shares, catering to a variety of investor needs.

For those interested in tracking institutional movements, resources like HoldingsChannel.com provide insights into recent 13F filings and insider trades related to the Vanguard Total World Stock ETF. Additionally, MarketBeat.com offers a daily summary of news and analysts’ ratings for this ETF and related companies.