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Vanguard Total World Stock ETF

1,014 hedge funds and large institutions have $11.1B invested in Vanguard Total World Stock ETF in 2024 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 420 increasing their positions, 269 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 46

140% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $7.65M

56% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 269

13% more funds holding in top 10

Funds holding in top 10: 6371 (+8)

9% more funds holding

Funds holding: 9321,014 (+82)

2.94% less ownership

Funds ownership: 29.71%26.77% (-2.9%)

8% less capital invested

Capital invested by funds: $12.1B → $11.1B (-$970M)

Holders
1,014
Holders Change
+82
Holders Change %
+8.8%
% of All Funds
13.36%
Holding in Top 10
71
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.7%
% of All Funds
0.94%
New
140
Increased
420
Reduced
269
Closed
46
Calls
$18.4M
Puts
$7.65M
Net Calls
+$10.7M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Modera Wealth Management
New Jersey
$3.6M +$196K +1,630 +6%
IC
252
Iconiq Capital
California
$3.59M +$3.36K +28 +0.1%
NPFS
253
Novak & Powell Financial Services
Florida
$3.59M -$67.6K -563 -2%
NA
254
NewEdge Advisors
Louisiana
$3.56M +$1.99M +16,608 +121%
RI
255
Ridgewood Investments
New Jersey
$3.54M -$123K -1,021 -3%
SWM
256
SilverOak Wealth Management
Minnesota
$3.46M -$1.06M -8,872 -23%
MFA
257
Mayflower Financial Advisors
Massachusetts
$3.45M +$1.8K +15 +0.1%
SL
258
Salomon & Ludwin
Virginia
$3.44M -$108K -903 -3%
HWM
259
Hemington Wealth Management
Virginia
$3.42M -$196K -1,633 -5%
EWM
260
Endowment Wealth Management
Wisconsin
$3.42M +$63.1K +526 +2%
QCM
261
Quantinno Capital Management
New York
$3.39M -$277K -2,311 -7%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$3.35M -$88.6K -738 -3%
BEI
263
Benjamin Edwards Inc
Missouri
$3.34M +$2.03M +16,947 +148%
SPIA
264
Steward Partners Investment Advisory
New York
$3.32M -$197K -1,642 -5%
UB
265
UMB Bank
Missouri
$3.28M +$528K +4,398 +19%
SHJ
266
Sharkey, Howes & Javer
Colorado
$3.28M -$113K -944 -3%
IF
267
Ironwood Financial
Arizona
$3.28M +$336K +2,800 +11%
UOTTAIMCU
268
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.27M
EIC
269
Equity Investment Corp
Georgia
$3.25M +$1.42M +11,805 +74%
CM
270
Columbus Macro
Pennsylvania
$3.22M +$340K +2,836 +12%
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$3.21M +$247K +2,060 +8%
AFO
272
Allie Family Office
Florida
$3.2M -$78.4K -653 -2%
MPW
273
Monterey Private Wealth
California
$3.2M +$32.5K +271 +1%
NCM
274
Neumann Capital Management
California
$3.15M +$84.4K +703 +3%
Polen Capital Management
275
Polen Capital Management
Florida
$3.15M +$2.73M +22,776 +567%

VT Hedge Fund Activity: Q4 2024 in Review

1,014 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total World Stock ETF (VT) for Q4 2024, worth a combined $11.1B — down 8% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new VT positions and 46 closed out — a net gain of 94 holders — while 420 added to existing stakes and 269 trimmed.

The largest buyer was US Bancorp, adding an estimated $286M. The largest seller was Partners Capital Investment Group, cutting an estimated $106M.

  • 1,014 institutional investors held Vanguard Total World Stock ETF (VT) as of Q4 2024, up from 932 in Q3 2024.
  • Funds reported $11.1B of Vanguard Total World Stock ETF stock for Q4 2024, down 8% quarter-over-quarter.
  • 140 funds opened new Vanguard Total World Stock ETF positions in Q4 2024 and 46 closed out, a net change of +94 holders.
  • The largest Vanguard Total World Stock ETF buyer in Q4 2024 was US Bancorp, an estimated $286M added.
  • The largest Vanguard Total World Stock ETF seller in Q4 2024 was Partners Capital Investment Group, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.