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

592 hedge funds and large institutions have $5.22B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 234 increasing their positions, 177 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+56
Holders Change %
+10.45%
% of All Funds
8.68%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.37%
New
95
Increased
234
Reduced
177
Closed
30
Calls
$1.09M
Puts
Net Calls
+$1.09M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Shares
Change %
ULWM
226
Upper Left Wealth Management
Florida
$1.5M -$2.88K -25 -0.2%
EWA
227
Elevate Wealth Advisory
Georgia
$1.49M +$1.49M +12,979 New
SWP
228
Stratos Wealth Partners
Ohio
$1.48M -$8.97K -78 -0.6%
MAM
229
McLean Asset Management
Virginia
$1.48M +$5.86K +52 +0.4%
IWC
230
Integrated Wealth Concepts
Massachusetts
$1.47M +$57.4K +499 +4%
LPP
231
Life Planning Partners
Florida
$1.43M +$1.43M +12,448 New
PFA
232
Pure Financial Advisors
California
$1.43M -$32K -278 -2%
AWM
233
AllSquare Wealth Management
New York
$1.42M -$21.4K -186 -1%
HCA
234
Harbour Capital Advisors
Virginia
$1.39M -$319K -2,835 -19%
AI
235
Atria Investments
North Carolina
$1.37M +$90.1K +783 +7%
CP
236
Camelot Portfolios
Ohio
$1.36M +$204K +1,771 +18%
EFN
237
Equita Financial Network
Pennsylvania
$1.35M +$200K +1,735 +17%
Citigroup
238
Citigroup
New York
$1.34M -$334K -2,904 -20%
CCWM
239
Cassaday & Co Wealth Management
Virginia
$1.33M +$1.1M +9,575 +473%
LSAG
240
Lake Street Advisors Group
New Hampshire
$1.31M -$38.1K -331 -3%
LFG
241
Larson Financial Group
Missouri
$1.3M -$17K -148 -1%
SPP
242
Single Point Partners
Massachusetts
$1.3M -$149K -1,295 -10%
IPW
243
Intergy Private Wealth
Colorado
$1.27M +$67.5K +587 +6%
HHGA
244
Halbert Hargrove Global Advisors
California
$1.26M -$44.9K -390 -3%
PCMC
245
Paragon Capital Management (Colorado)
Colorado
$1.26M -$310K -2,698 -20%
CTWM
246
Cherry Tree Wealth Management
Minnesota
$1.26M +$33.2K +289 +3%
CFFP
247
Center for Financial Planning
Michigan
$1.24M +$444K +3,858 +56%
OC
248
Oppenheimer & Co
New York
$1.21M +$6.44K +56 +0.5%
AWE
249
Avidian Wealth Enterprises
Texas
$1.16M -$197K -1,712 -14%
PWLP
250
Prio Wealth Limited Partnership
Massachusetts
$1.16M