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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
CAG
201
Crestwood Advisors Group
Massachusetts
$5.16M -$295K -2,455 -5%
SIM
202
Studio Investment Management
Illinois
$5.16M -$18K -150 -0.3%
HP
203
HT Partners
Connecticut
$5.16M +$3.02M +25,159 +134%
MWM
204
McMill Wealth Management
Nebraska
$5.14M +$5.26M +43,789 New
DWP
205
Destiny Wealth Partners
Florida
$5.12M -$145K -1,212 -3%
VPIM
206
Vanguard Personalized Indexing Management
California
$5.1M -$291K -2,424 -5%
DACG
207
Donor Advised Charitable Giving
California
$5.1M
EP
208
Essential Planning
New Hampshire
$5.05M +$5.05M +42,075 New
SFG
209
SNS Financial Group
Minnesota
$5.04M -$418K -3,484 -8%
WPW
210
Waldron Private Wealth
Pennsylvania
$4.99M +$271K +2,255 +6%
TFCP
211
Twin Focus Capital Partners
Massachusetts
$4.98M +$324K +2,701 +7%
AWS
212
Atria Wealth Solutions
New York
$4.93M +$16.2K +135 +0.3%
LAM
213
Lakewood Asset Management
Illinois
$4.93M +$216K +1,803 +4%
VFA
214
Valeo Financial Advisors
Indiana
$4.87M +$471K +3,920 +10%
BCA
215
Bernzott Capital Advisors
California
$4.84M +$2.26M +18,807 +84%
AA
216
Ancora Advisors
Ohio
$4.8M -$10.6K -88 -0.2%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$4.8M +$972K +8,101 +25%
SFO
218
Stokes Family Office
Louisiana
$4.78M
AIA
219
Arbor Investment Advisors
North Carolina
$4.78M -$206K -1,718 -4%
PD
220
Planning Directions
Pennsylvania
$4.77M +$274K +2,286 +6%
CIA
221
Concurrent Investment Advisors
Florida
$4.73M -$57.5K -479 -1%
ECG
222
EPIQ Capital Group
California
$4.72M +$35.5K +296 +0.7%
SMFG
223
Sumitomo Mitsui Financial Group
Japan
$4.66M -$4.52M -37,636 -49%
LRIA
224
Leonard Rickey Investment Advisors
Washington
$4.64M -$24.5K -204 -0.5%
IWC
225
Integrated Wealth Concepts
Massachusetts
$4.59M +$474K +3,949 +11%

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.