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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
SFG
751
Synergy Financial Group
California
$295K -$3.84K -32 -1%
IA
752
IFG Advisory
Georgia
$294K +$300K +2,503 New
BFM
753
Boston Financial Management
Massachusetts
$294K +$960 +8 +0.3%
AC
754
Applied Capital
Arkansas
$294K -$2.4K -20 -0.8%
CIA
755
Capital Investment Advisors
Georgia
$294K -$12K -100 -4%
CCWM
756
Cassaday & Co Wealth Management
Virginia
$293K +$9.12K +76 +3%
Luther King Capital Management (LKCM)
757
Luther King Capital Management (LKCM)
Texas
$291K
CC
758
Courier Capital
New York
$290K +$296K +2,465 New
NEWAS
759
N.E.W. Advisory Services
Wisconsin
$289K +$600 +5 +0.2%
UWM
760
United Wealth Management
Virginia
$288K +$294K +2,448 New
EFG
761
Embree Financial Group
Illinois
$287K +$2.04K +17 +0.7%
VAF
762
Values Added Financial
District of Columbia
$284K +$360 +3 +0.1%
FCT
763
First Community Trust
Iowa
$284K -$94.8K -790 -25%
WI
764
Wintrust Investments
Illinois
$282K -$169K -1,406 -37%
MC
765
Moors & Cabot
Massachusetts
$281K
AWA
766
Acorn Wealth Advisors
Michigan
$281K -$6K -50 -2%
NEPWA
767
New England Private Wealth Advisors
Massachusetts
$281K +$1.2K +10 +0.4%
WP
768
WealthShield Partners
North Carolina
$280K -$75.6K -630 -21%
NCM
769
Next Capital Management
New York
$278K
RDWM
770
Red Door Wealth Management
Tennessee
$277K +$17.9K +149 +7%
HWA
771
Heartwood Wealth Advisors
Virginia
$275K +$6K +50 +2%
EA
772
Evolution Advisers
Virginia
$272K -$25.3K -211 -8%
RA
773
RFG Advisory
Alabama
$272K +$240 +2 +0.1%
COCM
774
Charter Oak Capital Management
New Hampshire
$270K
MMHP
775
Murphy Middleton Hinkle & Parker
Georgia
$267K +$120 +1 +0%

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.