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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
KPWS
526
Kestra Private Wealth Services
Texas
$703K +$285K +2,378 +66%
VCA
527
Verdence Capital Advisors
Maryland
$693K -$6.72K -56 -0.9%
IC
528
IEQ Capital
California
$688K +$600 +5 +0.1%
FA
529
Fermata Advisors
California
$687K -$725K -6,038 -51%
SMC
530
Smith, Moore & Co
Missouri
$685K +$47.5K +396 +7%
EH
531
Equitable Holdings
New York
$680K +$54.4K +453 +8%
AFA
532
AA Financial Advisors
Ohio
$676K +$691K +5,758 New
CCA
533
Checchi Capital Advisers
California
$676K -$5.64K -47 -0.8%
TFF
534
The Family Firm
Maryland
$674K -$22K -183 -3%
DFC
535
DB Fitzpatrick & Co
Idaho
$672K +$262K +2,183 +62%
MSFS
536
Main Street Financial Solutions
Pennsylvania
$670K -$45.9K -382 -6%
MSF
537
Mustard Seed Financial
Arkansas
$669K +$67.8K +565 +11%
RBC
538
Roble Belko & Company
Pennsylvania
$665K -$120 -1 -0%
MPW
539
Magnolia Private Wealth
Pennsylvania
$660K +$60.2M +501,358 New
BTW
540
Boston Trust Walden
Massachusetts
$658K
CHAM
541
Clear Harbor Asset Management
Connecticut
$657K +$240 +2 +0%
BFAG
542
Blackston Financial Advisory Group
Florida
$644K -$206K -1,720 -24%
LFAS
543
Level Four Advisory Services
Texas
$644K -$48.5K -404 -7%
TPCW
544
TD Private Client Wealth
New York
$641K -$47.7K -397 -7%
DP
545
Divergent Planning
Maryland
$638K +$13.6K +113 +2%
IWM
546
IHT Wealth Management
Illinois
$638K -$36.7K -306 -5%
AMM
547
American Money Management
California
$637K -$26.6K -222 -4%
CFG
548
Cooper Financial Group
California
$636K -$40.2K -335 -6%
Renaissance Technologies
549
Renaissance Technologies
New York
$634K -$876K -7,300 -57%
PS
550
Principal Securities
Iowa
$633K -$41.2K -343 -6%

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.