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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
SCP
151
Sivia Capital Partners
California
$8.65M +$1.78M +14,804 +25%
SPIO
152
Seven Post Investment Office
California
$8.37M +$18.8K +157 +0.2%
LNWTC
153
Laird Norton Wetherby Trust Company
Washington
$8.22M -$303K -2,525 -3%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$8.21M +$451K +3,758 +6%
SAM
155
Smartleaf Asset Management
Massachusetts
$8.06M +$631K +5,256 +8%
Jennison Associates
156
Jennison Associates
New York
$8.02M +$7.72M +64,356 +1,663%
FS
157
Financial Symmetry
North Carolina
$8M -$54K -450 -0.7%
GM
158
GeoWealth Management
Illinois
$7.99M +$55.9K +466 +0.7%
GVAG
159
Great Valley Advisor Group
Delaware
$7.85M -$181K -1,510 -2%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$7.73M -$1.7M -14,142 -18%
MG
161
Marex Group
$7.63M +$7.8M +64,941 New
SFA
162
Sequoia Financial Advisors
Ohio
$7.33M +$438K +3,648 +6%
IFPL
163
Investments & Financial Planning LLC
Kentucky
$7.29M +$6.36K +53 +0.1%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$7.21M -$60K -500 -0.8%
BIA
165
Barry Investment Advisors
Massachusetts
$7.03M -$56.8K -473 -0.8%
CIA
166
Compass Ion Advisors
Pennsylvania
$6.98M +$74.8K +623 +1%
SFC
167
SYM Financial Corp
Indiana
$6.94M +$214K +1,783 +3%
Truist Financial
168
Truist Financial
North Carolina
$6.92M +$1.67M +13,944 +31%
GAM
169
Gotham Asset Management
New York
$6.86M +$1.21M +10,097 +21%
EPIMS
170
Evelyn Partners Investment Management Services
$6.78M +$6.92M +57,685 New
JIC
171
Joel Isaacson & Co
New York
$6.76M -$6.36K -53 -0.1%
FT
172
Fiduciary Trust
Massachusetts
$6.75M
SNBOSD
173
Security National Bank of So Dak
Iowa
$6.59M -$1.61M -13,393 -19%
WKWM
174
Walter & Keenan Wealth Management
Indiana
$6.51M -$1.52M -12,630 -19%
BPA
175
Beacon Pointe Advisors
California
$6.49M +$90.6K +755 +1%

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.