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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
CAM
26
Cresset Asset Management
Illinois
$88.4M +$34.5M +287,444 +62%
WRTC
27
Wind River Trust Company
Wyoming
$87.1M -$605K -5,038 -0.7%
SS
28
SBI Securities
Japan
$87M +$88.9M +740,451 New
ST
29
Sageworth Trust
Pennsylvania
$70M +$1.24M +10,364 +2%
Ameriprise
30
Ameriprise
Minnesota
$69.8M +$3.89M +32,433 +6%
ZF
31
Zhang Financial
Michigan
$69.7M +$5.9M +49,147 +9%
Corient Private Wealth
32
Corient Private Wealth
Florida
$69.3M -$4.14M -34,522 -5%
CPO
33
Cerity Partners OCIO
New York
$69.2M +$2.05M +17,075 +3%
ACM
34
Agincourt Capital Management
Virginia
$60.3M -$732K -6,100 -1%
EW
35
Evoke Wealth
California
$58.9M +$3.55M +29,548 +6%
Allianz Asset Management
36
Allianz Asset Management
Germany
$58.5M +$7.97M +66,400 +15%
Goldman Sachs
37
Goldman Sachs
New York
$57.9M +$17.5M +145,621 +42%
OIA
38
OneDigital Investment Advisors
Kansas
$57.7M +$419K +3,493 +0.7%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$56.7M +$3.85M +32,099 +7%
FWIA
40
Fort Washington Investment Advisors
Ohio
$55.8M -$1.32M -11,000 -2%
HighTower Advisors
41
HighTower Advisors
Illinois
$55.4M -$3.4M -28,334 -6%
TF
42
Threadgill Financial
Texas
$53.9M +$17.4M +144,621 +46%
BFG
43
Bleakley Financial Group
New Jersey
$53.8M -$2.45M -20,373 -4%
LMIM
44
Lockheed Martin Investment Management
Maryland
$53.3M +$54.5M +454,100 New
JP Morgan Chase
45
JP Morgan Chase
New York
$48.7M -$5.56M -46,314 -10%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$47.3M +$3.96M +33,020 +9%
YC
47
Yarbrough Capital
Tennessee
$45.9M
VPA
48
Vernal Point Advisors
California
$45.1M +$8.62M +71,810 +23%
SCM
49
SCS Capital Management
Massachusetts
$44.6M -$4.73M -39,383 -9%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$43.8M +$34.7M +289,035 +347%

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.