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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
AF
276
Affiance Financial
Minnesota
$3.12M +$138K +1,146 +5%
WA
277
Whipplewood Advisors
Colorado
$3.1M +$3.16M +26,358 New
SWP
278
Stratos Wealth Partners
Ohio
$3.08M +$275K +2,293 +10%
BV
279
Boxwood Ventures
Illinois
$3.08M
SP
280
Symmetry Partners
Connecticut
$3.01M +$3.07M +25,589 New
AP
281
Americana Partners
Texas
$2.98M -$71.1K -592 -2%
FFA
282
Farther Finance Advisors
California
$2.95M -$486K -4,051 -14%
GWMR
283
GC Wealth Management RIA
Massachusetts
$2.95M +$120 +1 +0%
S
284
SignatureFD
Georgia
$2.88M +$302K +2,520 +11%
JRP
285
Jasper Ridge Partners
California
$2.86M -$4.19M -34,884 -59%
KWA
286
Kingswood Wealth Advisors
California
$2.85M +$1.46M +12,151 +100%
CMP
287
Coston McIsaac & Partners
Maine
$2.85M -$24.4K -203 -0.8%
TWM
288
Tanager Wealth Management
United Kingdom
$2.85M +$184K +1,535 +7%
B
289
Barings
North Carolina
$2.81M -$258K -2,148 -8%
AV
290
Aspiring Ventures
Ohio
$2.8M +$2.81M +23,410 New
IAS
291
Insigneo Advisory Services
Florida
$2.79M
SW
292
SVB Wealth
Massachusetts
$2.76M +$2.82M +23,466 New
RWM
293
Ritholtz Wealth Management
New York
$2.73M +$156K +1,299 +6%
RFM
294
Royal Fund Management
Florida
$2.71M -$2.36M -19,628 -46%
Betterment LLC
295
Betterment LLC
New York
$2.68M +$49.2K +410 +2%
IFS
296
Intelligent Financial Strategies
Minnesota
$2.68M +$989K +8,240 +57%
CFG
297
Citizens Financial Group
Rhode Island
$2.66M +$135K +1,127 +5%
SWM
298
Spire Wealth Management
Virginia
$2.64M +$13.1K +109 +0.5%
SFG
299
Seamount Financial Group
Colorado
$2.62M -$132K -1,102 -5%
BSB
300
Bangor Savings Bank
Maine
$2.53M

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.