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Vanguard FTSE All-World ex-US Small-Cap Index Fund

696 hedge funds and large institutions have $5.59B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 244 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 32

6% more capital invested

Capital invested by funds: $5.28B → $5.59B (+$306M)

2% more funds holding

Funds holding: 681696 (+15)

1.49% less ownership

Funds ownership: 54.05%52.57% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 244

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

Holders
696
Holders Change
+15
Holders Change %
+2.2%
% of All Funds
8.57%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.22%
New
59
Increased
216
Reduced
244
Closed
32
Calls
$423K
Puts
Net Calls
+$423K
Net Calls Change
+$509K
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
1
Empower Advisory Group
Colorado
$729M +$8.23M +54,473 +1%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$387M +$290M +1,917,106 +239%
MIAS
3
Mason Investment Advisory Services
Virginia
$278M -$4.91M -32,484 -2%
Natixis Advisors
4
Natixis Advisors
Massachusetts
$265M -$9.13M -60,426 -3%
Bessemer Group
5
Bessemer Group
New Jersey
$248M +$3.12M +20,644 +1%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$221M
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$214M -$260K -1,718 -0.1%
Charles Schwab
8
Charles Schwab
California
$160M -$12.4M -81,821 -7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$119M +$121M +803,660 +8,175%
Morgan Stanley
10
Morgan Stanley
New York
$112M +$16.8M +111,425 +17%
AssetMark Inc
11
AssetMark Inc
California
$108M +$3.24M +21,418 +3%
Creative Planning
12
Creative Planning
Kansas
$107M +$6.76M +44,746 +6%
WL
13
WIT LLC
District of Columbia
$96M
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$90.3M +$10.4M +68,934 +13%
UBS Group
15
UBS Group
Switzerland
$76.1M +$2.87M +18,987 +4%
LPL Financial
16
LPL Financial
California
$69.4M -$3.96M -26,173 -5%
CCMG
17
Clark Capital Management Group
Pennsylvania
$66.9M +$2.51M +16,589 +4%
Wells Fargo
18
Wells Fargo
California
$59.1M +$6.84M +45,245 +13%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$51M +$3.23M +21,364 +7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$48.8M +$1.19M +7,869 +2%
Bank of America
21
Bank of America
North Carolina
$46.7M +$4.04M +26,750 +9%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$45.8M -$5.03M -33,278 -10%
AA
23
Advisory Alpha
Michigan
$41.9M -$3.75M -24,802 -8%
EA
24
Efficient Advisors
Ohio
$41.9M -$9.69M -64,121 -18%
Corient Private Wealth
25
Corient Private Wealth
Florida
$40M -$44M -290,790 -51%