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

Your Advocates Ltd. LLP has significantly increased its holdings in the Vanguard Total World Stock ETF (NYSEARCA: VT), raising its stake by 182.8% during the second quarter of 2023. According to a recent filing with the Securities and Exchange Commission, the firm now owns 905 shares of the exchange-traded fund (ETF) after acquiring an additional 585 shares during this period. As of the latest report, the value of these holdings stands at approximately $116,000.

Other Hedge Funds Adjust Their Holdings

In addition to Your Advocates Ltd., several other hedge funds have also made adjustments to their positions in the Vanguard Total World Stock ETF. For example, Brighton Jones LLC increased its stake by 6.8% during the fourth quarter, bringing their total to 255,365 shares, valued at about $30 million after purchasing 16,344 shares.

Cullen Frost Bankers Inc. raised its position by 17.9% in the first quarter, now holding 24,132 shares worth approximately $2,798,000 after acquiring 3,667 shares during that period. Similarly, Litman Gregory Wealth Management LLC lifted its stake by 7.5%, bringing its holdings to 4,624 shares, valued at $536,000 following a purchase of 324 shares.

Furthermore, Bailard Inc. increased its stake by 4.9%, now owning 4,120 shares valued at $478,000, after buying an additional 193 shares. Lastly, Forum Financial Management LP boosted its holdings by 10.8%, owning 2,963 shares worth $344,000 after acquiring 289 shares in the first quarter.

Performance Metrics of Vanguard Total World Stock ETF

On the trading front, shares of the Vanguard Total World Stock ETF opened at $139.29 recently. The ETF has a fifty-day simple moving average of $138.40 and a two-hundred day simple moving average of $131.15. The fund has a market capitalization of $55.70 billion, a price-to-earnings ratio of 20.34, and a beta of 0.93, indicating its volatility relative to the broader market.

Over the past year, the ETF has experienced significant fluctuations, with a 52-week low of $100.89 and a 52-week high of $142.21. The Vanguard Total World Stock ETF aims to track the performance of the FTSE Global All Cap Index, which encompasses both established and emerging markets, investing in stocks from both foreign and U.S. companies.

For those interested in the latest developments regarding the Vanguard Total World Stock ETF, including holdings and insider trades, resources such as HoldingsChannel.com provide detailed information on the fund’s performance and related news.