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Vanguard FTSE All-World ex-US ETF

1,183 hedge funds and large institutions have $18.9B invested in Vanguard FTSE All-World ex-US ETF in 2023 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 417 increasing their positions, 413 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,183
Holders Change
+94
Holders Change %
+8.63%
% of All Funds
17.34%
Holding in Top 10
114
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.67%
New
158
Increased
417
Reduced
413
Closed
48
Calls
$2.78M
Puts
$292K
Net Calls
+$2.49M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
201
Integrated Wealth Concepts
Massachusetts
$9.31M -$2.82M -50,305 -23%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$9.31M -$312K -5,549 -3%
ECM
203
Evergreen Capital Management
Washington
$9.3M +$430K +7,662 +5%
PFM
204
Phillips Financial Management
Indiana
$9.15M -$30.4K -541 -0.3%
WCA
205
Waypoint Capital Advisors
Minnesota
$9.01M
MFAM
206
M Financial Asset Management
Oregon
$8.95M -$31.7K -564 -0.4%
DADC
207
D.A. Davidson & Co
Montana
$8.92M +$261K +4,643 +3%
LSAG
208
Lake Street Advisors Group
New Hampshire
$8.74M +$24.4K +434 +0.3%
AI
209
Atria Investments
North Carolina
$8.54M +$1.08M +19,231 +14%
BHWM
210
Beaird Harris Wealth Management
Texas
$8.38M -$196K -3,491 -2%
VWA
211
VERITY Wealth Advisors
United States
$8.33M +$103K +1,841 +1%
BWFA
212
Baltimore-Washington Financial Advisors
Maryland
$8.26M +$409K +7,292 +5%
ACH
213
Axis Capital Holdings
Bermuda
$8.22M -$3.03M -53,968 -27%
CTWM
214
Cherry Tree Wealth Management
Minnesota
$8.2M +$6.79K +121 +0.1%
VVP
215
Venture Visionary Partners
Ohio
$8.12M +$1.51M +26,980 +23%
CRC
216
Curi RMB Capital
Illinois
$8.1M -$320K -5,706 -4%
BSW
217
Buckingham Strategic Wealth
Missouri
$7.8M -$238K -4,244 -3%
SFG
218
StrategIQ Financial Group
Indiana
$7.78M -$265K -4,717 -3%
TW
219
TrinityPoint Wealth
Connecticut
$7.77M +$212K +3,777 +3%
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$7.69M +$382K +6,797 +5%
MPW
221
Monterey Private Wealth
California
$7.67M +$115K +2,057 +2%
MCM
222
Manchester Capital Management
Vermont
$7.66M +$1.43M +25,477 +23%
NA
223
NewEdge Advisors
Louisiana
$7.58M +$820K +14,943 +12%
CMP
224
Coston McIsaac & Partners
Maine
$7.57M +$470K +8,373 +7%
RPSA
225
Richard P. Slaughter Associates
Texas
$7.55M -$1.38M -24,525 -15%