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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
APG
426
Abacus Planning Group
South Carolina
$1.16M +$12.5K +104 +1%
FA
427
FF Advisors
California
$1.16M
BWM
428
Benchmark Wealth Management
Connecticut
$1.14M -$7.32K -61 -0.6%
JWA
429
JFS Wealth Advisors
Pennsylvania
$1.13M -$7.44K -62 -0.6%
Financial Engines Advisors
430
Financial Engines Advisors
California
$1.13M +$748K +6,230 +186%
SIS
431
Strategic Investment Solutions
Illinois
$1.12M -$239K -1,991 -16%
CWM
432
Congress Wealth Management
Massachusetts
$1.12M +$39.4K +328 +4%
AMG
433
Asset Management Group
Connecticut
$1.11M +$90.9K +757 +9%
GFM
434
GEN Financial Management
Minnesota
$1.11M +$1.13M +9,419 New
IAA
435
Independent Advisor Alliance
North Carolina
$1.1M +$1.12M +9,371 New
PWP
436
Principle Wealth Partners
Connecticut
$1.1M
AAS
437
Ameritas Advisory Services
Nebraska
$1.09M +$98.1K +817 +10%
KCM
438
Kathmere Capital Management
Pennsylvania
$1.09M +$851K +7,093 +327%
RA
439
Rockingstone Advisors
Massachusetts
$1.09M -$73.2K -610 -6%
NB
440
NBT Bank
New York
$1.09M +$1.11M +9,256 New
MA
441
Mutual Advisors
Nebraska
$1.09M +$142K +1,185 +15%
SNBOSCI
442
Security National Bank of Sioux City Iowa
Iowa
$1.08M +$1.11M +9,221 New
MWM
443
Mission Wealth Management
California
$1.07M -$69.1K -576 -6%
LSC
444
Logan Stone Capital
Illinois
$1.06M +$152K +1,270 +16%
PA
445
Pinnacle Associates
New York
$1.06M -$1.06M -8,804 -49%
FM
446
Family Management
New York
$1.06M
JWWM
447
Johnson & White Wealth Management
Pennsylvania
$1.05M +$1.07M +8,927 New
RYIA
448
Roehl & Yi Investment Advisors
Oregon
$1.02M +$1.05M +8,709 New
GWM
449
Gray Wealth Management
Maine
$1.02M +$212K +1,766 +26%
KP
450
Keel Point
Alabama
$1.01M +$5.04K +42 +0.5%

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.