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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
PWG
801
Portside Wealth Group
Utah
$241K +$2.76K +23 +1%
LWM
802
Liberty Wealth Management
California
$240K +$960 +8 +0.4%
JWM
803
JDH Wealth Management
California
$239K +$244K +2,035 New
DC
804
Davenport & Co
Virginia
$235K +$6.36K +53 +3%
CNC
805
Citizens & Northern Corp
Pennsylvania
$235K
SSWG
806
Seven Springs Wealth Group
Tennessee
$235K
AA
807
Addison Advisors
Vermont
$235K
SWA
808
Strategies Wealth Advisors
Michigan
$235K -$30.4K -253 -12%
UFAC
809
Urban Financial Advisory Corp
Illinois
$234K +$46.6K +388 +24%
TA
810
TFB Advisors
Kansas
$233K
HTC
811
Haverford Trust Company
Pennsylvania
$231K
OFS
812
OneAscent Financial Services
Alabama
$228K +$233K +1,937 New
VPF
813
Vantage Point Financial
Illinois
$227K +$232K +1,933 New
PFS
814
Prospera Financial Services
Texas
$226K +$230K +1,919 New
HWMG
815
Hurlow Wealth Management Group
Indiana
$224K +$9.6K +80 +4%
RF
816
RHS Financial
California
$223K +$228K +1,901 New
FWI
817
Facet Wealth Inc
Maryland
$221K -$6K -50 -3%
SPC
818
Sigma Planning Corp
Michigan
$221K +$1.56K +13 +0.7%
CW
819
Cabot-Wellington
Massachusetts
$218K
CAM
820
Columbia Asset Management
Michigan
$218K +$223K +1,855 New
CCC
821
Compass Capital Corp
Massachusetts
$217K +$215K +1,795 New
GSWM
822
Golden State Wealth Management
California
$215K +$220K +1,833 New
WB
823
WesBanco Bank
West Virginia
$214K
CC
824
Cypress Capital
Tennessee
$213K +$217K +1,810 New
CF
825
Conquis Financial
California
$212K +$217K +1,807 New

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.