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Vanguard Total World Stock ETF

1,003 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 136 funds opening new positions, 417 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,003
Holders Change
+78
Holders Change %
+8.43%
% of All Funds
13.36%
Holding in Top 10
70
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.11%
% of All Funds
0.93%
New
136
Increased
417
Reduced
267
Closed
46
Calls
$18.4M
Puts
$7.65M
Net Calls
+$10.7M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
426
Strategic Investment Solutions
Illinois
$1.12M -$215K -1,991 -16%
CWM
427
Congress Wealth Management
Massachusetts
$1.12M +$38.5K +328 +4%
AMG
428
Asset Management Group
Connecticut
$1.11M +$88.9K +757 +9%
GFM
429
GEN Financial Management
Minnesota
$1.11M +$1.11M +9,419 New
IAA
430
Independent Advisor Alliance
North Carolina
$1.1M +$1.1M +9,371 New
PWP
431
Principle Wealth Partners
Connecticut
$1.1M
AAS
432
Ameritas Advisory Services
Nebraska
$1.09M +$96K +817 +10%
KCM
433
Kathmere Capital Management
Pennsylvania
$1.09M +$833K +7,093 +327%
RA
434
Rockingstone Advisors
Massachusetts
$1.09M -$71.7K -610 -6%
NB
435
NBT Bank
New York
$1.09M +$1.09M +9,256 New
MA
436
Mutual Advisors
Nebraska
$1.09M +$140K +1,185 +15%
SNBOSCI
437
Security National Bank of Sioux City Iowa
Iowa
$1.08M +$1.08M +9,221 New
MWM
438
Mission Wealth Management
California
$1.07M -$67.7K -576 -6%
LSC
439
Logan Stone Capital
Illinois
$1.06M +$149K +1,270 +16%
PA
440
Pinnacle Associates
New York
$1.06M -$1.03M -8,804 -49%
FM
441
Family Management
New York
$1.06M
JWWM
442
Johnson & White Wealth Management
Pennsylvania
$1.05M +$1.05M +8,927 New
GWM
443
Gray Wealth Management
Maine
$1.02M +$207K +1,766 +26%
KP
444
Keel Point
Alabama
$1.01M +$4.93K +42 +0.5%
BCA
445
Bay Colony Advisors
Massachusetts
$1.01M +$587 +5 +0.1%
TWM
446
Trevian Wealth Management
Massachusetts
$1M +$118 +1 +0%
RIL
447
Rothschild Investment LLC
Illinois
$1M +$9.05K +77 +0.9%
PWMAG
448
Pinnacle Wealth Management Advisory Group
New Jersey
$989K -$1.03M -8,783 -51%
NF
449
Nikulski Financial
Iowa
$982K -$25.3K -215 -3%
IFA
450
Index Fund Advisors
California
$979K +$7.4K +63 +0.8%