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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
LWL
351
Leo Wealth LLC
Texas
$1.74M +$17.4K +145 +1%
SFWC
352
Strategic Family Wealth Counselors
New Jersey
$1.74M +$86.5K +721 +5%
MIC
353
Means Investment Company
Maine
$1.73M -$35.8K -298 -2%
AWM
354
AllSquare Wealth Management
New York
$1.72M -$46.2K -385 -3%
KeyBank National Association
355
KeyBank National Association
Ohio
$1.71M +$1.75M +14,547 New
LCS
356
Levin Capital Strategies
New York
$1.69M
IFG
357
Independent Financial Group
California
$1.68M +$16.8K +140 +1%
FFN
358
Focus Financial Network
Minnesota
$1.68M +$645K +5,373 +60%
HIA
359
HTG Investment Advisors
Connecticut
$1.68M -$36.6K -305 -2%
FWM
360
Fingerlakes Wealth Management
New York
$1.67M -$24.4K -203 -1%
CP
361
Creekside Partners
California
$1.66M +$120 +1 +0%
RC
362
Roundview Capital
New Jersey
$1.65M -$14.4K -120 -0.8%
BSHC
363
Breed's Hill Capital
Massachusetts
$1.64M +$1.68M +13,970 New
Lazard Asset Management
364
Lazard Asset Management
New York
$1.64M +$1.27M +10,569 +314%
TWP
365
Total Wealth Planning
Ohio
$1.63M -$128K -1,069 -7%
WBCM
366
Wilson & Boucher Capital Management
California
$1.62M +$444K +3,700 +37%
HI
367
Harbour Investments
Wisconsin
$1.62M +$202K +1,679 +14%
SFGP
368
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.62M +$1.65M +13,749 New
TI
369
Tidal Investments
Wisconsin
$1.61M -$2.11M -17,579 -56%
VFP
370
Verus Financial Partners
Virginia
$1.6M +$28.3K +236 +2%
LWM
371
LongView Wealth Management
Georgia
$1.6M +$486K +4,051 +43%
CIAS
372
CFS Investment Advisory Services
New Jersey
$1.57M +$90.3K +752 +6%
BWP
373
BSW Wealth Partners
Colorado
$1.56M -$24.1K -201 -1%
LIWM
374
Long Island Wealth Management
New York
$1.56M +$131K +1,092 +9%
JWCA
375
J.W. Cole Advisors
Florida
$1.55M -$22.4K -187 -1%

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.