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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
SFFS
326
Stonehage Fleming Financial Services
Jersey
$2.01M +$2.05M +17,100 New
Citadel Advisors
327
Citadel Advisors
Florida
$2.01M +$2.05M +17,083 New
EDRH
328
Edmond de Rothschild Holding
Switzerland
$2M
TIM
329
Thompson Investment Management
Wisconsin
$1.97M +$2.01M +16,740 New
LCAM
330
London & Capital Asset Management
United Kingdom
$1.96M
CI
331
CX Institutional
Indiana
$1.96M -$35.5K -296 -2%
ASW
332
Astoria Strategic Wealth
Texas
$1.95M +$62.7K +522 +3%
FCBT
333
First Citizens Bank & Trust
North Carolina
$1.95M -$16.8K -140 -0.8%
FPAS
334
Focus Partners Advisor Solutions
Missouri
$1.94M -$279K -2,328 -12%
MCWS
335
McKinley Carter Wealth Services
West Virginia
$1.92M +$372K +3,103 +23%
LIA
336
LBMC Investment Advisors
Tennessee
$1.9M -$3K -25 -0.2%
William Blair & Company
337
William Blair & Company
Illinois
$1.9M +$96.1K +801 +5%
PPW
338
Presilium Private Wealth
Pennsylvania
$1.89M -$28.4K -237 -1%
DADC
339
D.A. Davidson & Co
Montana
$1.87M -$840 -7 -0%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$1.86M +$8.16K +68 +0.4%
FHA
341
Flagship Harbor Advisors
Massachusetts
$1.85M -$52.8K -440 -3%
CIC
342
Cutler Investment Counsel
Oregon
$1.84M +$132K +1,103 +8%
SFS
343
Sowell Financial Services
Arkansas
$1.83M +$162K +1,349 +9%
1WA
344
180 Wealth Advisors
Washington
$1.83M -$7.8K -65 -0.4%
BHB
345
Bank Hapoalim BM
Israel
$1.82M -$1.1M -9,159 -37%
LSAG
346
Lake Street Advisors Group
New Hampshire
$1.81M +$15.7K +131 +0.9%
VCM
347
Vivaldi Capital Management
Illinois
$1.8M +$6.84K +57 +0.4%
HWM
348
HB Wealth Management
Georgia
$1.77M -$2.64K -22 -0.1%
FPA
349
First Pacific Advisors
California
$1.77M +$214K +1,782 +13%
Barclays
350
Barclays
United Kingdom
$1.77M +$1.57M +13,050 +653%

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.