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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
OC
401
Oppenheimer & Co
New York
$1.27M -$15.7K -131 -1%
TIM
402
Tortoise Investment Management
New York
$1.27M -$79.3K -661 -6%
NCM
403
New Capital Management
Texas
$1.26M +$25.3K +211 +2%
CA
404
CGN Advisors
Kansas
$1.26M +$54.1K +451 +4%
RAM
405
Redmond Asset Management
Virginia
$1.25M +$192K +1,603 +18%
SIC
406
Sage Investment Counsel
Tennessee
$1.24M +$1.27M +10,550 New
MCM
407
MidAtlantic Capital Management
Virginia
$1.24M -$14.9K -124 -1%
BEC
408
Blue Edge Capital
Virginia
$1.22M +$5.28K +44 +0.4%
PWP
409
Phillips Wealth Planners
Mississippi
$1.21M +$1.25M +10,438 New
CPIG
410
Chicago Partners Investment Group
Illinois
$1.21M +$53.7K +447 +5%
KSWA
411
Kathleen S. Wright Associates
Pennsylvania
$1.2M -$151K -1,255 -11%
G
412
GenTrust
Florida
$1.2M +$120 +1 +0%
CFGA
413
Cambridge Financial Group (Arizona)
Arizona
$1.2M -$27.7K -231 -2%
TWA
414
Trellis Wealth Advisors
California
$1.2M -$6.96K -58 -0.6%
TGAM
415
TBH Global Asset Management
Tennessee
$1.2M -$35.8K -298 -3%
BAWC
416
Boyce & Associates Wealth Consulting
Texas
$1.2M -$41.9K -349 -3%
SC
417
Savant Capital
Illinois
$1.2M +$6.72K +56 +0.6%
TCM
418
Towneley Capital Management
California
$1.2M -$20.6K -172 -2%
UBP
419
Union Bancaire Privee
Switzerland
$1.19M +$1.22M +10,131 New
SWA
420
Sax Wealth Advisors
New Jersey
$1.19M +$30.6K +255 +3%
HSWM
421
Hubbell Strickland Wealth Management
Louisiana
$1.19M +$6.24K +52 +0.5%
RC
422
RBF Capital
California
$1.17M
CFGSD
423
Compass Financial Group (South Dakota)
South Dakota
$1.17M +$3.12K +26 +0.3%
EWA
424
EP Wealth Advisors
California
$1.17M -$1.72M -14,324 -59%
JWBC
425
John W. Brooker & Co
California
$1.16M +$1.2K +10 +0.1%

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.