We are live on ! Find out more
VT icon

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
SCA
826
Sage Capital Advisors
South Dakota
$211K +$600 +5 +0.3%
BWP
827
Baldwin Wealth Partners
Massachusetts
$211K +$216K +1,797 New
CG
828
Clifford Group
Massachusetts
$211K +$120 +1 +0.1%
NHC
829
Nicholas Hoffman & Company
Georgia
$208K
CWM
830
Cornerstone Wealth Management
Missouri
$207K
RFA
831
RTD Financial Advisors
Pennsylvania
$207K +$5.64K +47 +3%
FCA
832
FLC Capital Advisors
California
$207K
SWM
833
SeaCrest Wealth Management
New York
$206K -$157K -1,310 -43%
HAFS
834
Hapanowicz & Associates Financial Services
Pennsylvania
$205K
MGWM
835
Marks Group Wealth Management
Minnesota
$205K
CFG
836
Carr Financial Group
Massachusetts
$204K -$2.16K -18 -1%
DI
837
Disciplined Investors
Texas
$203K +$209K +1,745 New
MIM
838
Marco Investment Management
Georgia
$202K
SIA
839
Schechter Investment Advisors
Michigan
$201K
PW
840
Peninsula Wealth
California
$201K +$205K +1,712 New
EI
841
Ellevest Inc
New York
$201K +$1.56K +13 +0.8%
CTC
842
Central Trust Company
Missouri
$188K +$8.88K +74 +5%
BWM
843
BigSur Wealth Management
Florida
$188K
PMIM
844
Prudent Man Investment Management
Colorado
$186K +$190K +1,587 New
FVIM
845
Fort Vancouver Investment Management
Washington
$183K +$18K +150 +11%
ADL
846
Asset Dedication LLC
California
$178K
TC
847
Tacita Capital
Ontario, Canada
$177K
CWM
848
Copia Wealth Management
Oregon
$169K +$173K +1,441 New
BPAMU
849
BTG Pactual Asset Management US
New York
$167K +$205K +1,705 New
CWC
850
Carolinas Wealth Consulting
North Carolina
$166K -$7.92K -66 -4%

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.